14 Trillion Reasons Why Nobody Sees This Oil Crisis Coming

And the longer it persists, the worse it’ll be when we... [Energy and Capital Header] Practical Investment Analysis for the New Energy Economy 14 Trillion Reasons Why Nobody Sees This Oil Crisis Coming Keith Kohl | Mar 28, 2024 It’s not the fall that kills you; it’s the sudden stop at the end. This Douglas Adams quote has been swirling in my mind all week. Maybe it’s just a particularly stubborn set of neurons rustling between my synapses that recalls it every time I dwell on an energy crisis that has been surreptitiously developing over the past year. Do you see it coming, too? Look, we’ve been laying out the bullish case for oil in 2024 for a while now. In a nutshell, you can throw everything out of the window and focus on just one powerful catalyst that is going to drive oil prices higher — the tightening [supply]( and [demand]( fundamentals. Do NOT Buy Another Stock Until You Read This! Artificial intelligence has kicked off a new bull market. 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[Find out how to position yourself today for maximum gains.]( If you recall, the mainstream narrative leading up to 2024 was that the world wouldn’t be consuming as much oil, and that weakening economies like China would ensure a plentiful supply for all. More than that, however, was the dismissively optimistic views on supply. Don’t get me wrong, dear reader, last year’s production growth to 13.3 million barrels per day by U.S. oil companies was a pleasant surprise to everyone — hardly anyone saw that one coming. Unfortunately, one strong year of growth has fed into a [delusion]( that has spread throughout the market. Couple those supply fantasies with the overly optimistic demand forecasts still being force fed to us by groups like the IEA and EIA and then quietly amended later on — are doing much more harm than you might first think. And the longer it persists, the worse it’ll be when we hit the stop at the end. The "Horseshoe Well" Is Set to Reshape the $4 Trillion Oil Industry A new drilling technique is sending shock waves through the American oil patch. The Journal of Petroleum Technology says this revolutionary method is "a design unlike anything most have seen in the shale sector before"... And it’s set to kick off a wave of profits that could make the fracking boom look like child’s play. [I’ve documented all of my findings here for you to check out.]( Losing Control of Our Energy Security Two major pieces of news came out recently that have reinforced the idea that the U.S. has lost a lot of ground when it comes to controlling global energy security. One came as a bit of a shock, while the other was something we saw coming from a mile away. First, it was no secret that the OPEC+ group is ready to announce an extension of its voluntary cuts of 2.2 million barrels per day. Those members see no reason to change things up now… and why should they? Their strategy is working! The other situation came straight out of Putin’s mouth when he ordered Russian oil companies to reduce oil output to 9 million barrels per day during the second quarter of 2024. Whether this move is because Putin wants to stay true to his pledge to OPEC+ to curtail output, or the fact that Ukrainian drones just struck a massive blow to Russia’s oil refining capabilities… I’ll let you decide this one. Either way, it’s leading to even more tightening of supply/demand dynamics. It may not seem like a problem now, but that’s about to change. This Tiny Firm’s New Lithium Extraction Tech Could Revolutionize the EV Industry Mining lithium for EV batteries is usually a very messy, inefficient process... But there’s a movement afoot that is going to completely change the face of modern lithium battery production. Because a small technology company based in Calgary, Alberta, has perfected a way to extract high-grade lithium 20 times FASTER than traditional extraction methods... From a source that, up until now, was the very antithesis of the cleantech movement. I’m talking about extracting lithium directly from wastewater ponds with brine. Ponds just like this one: [MI Black Lithium Image 2]( This pond has 4.3 MILLION tons of lithium-packed brine just waiting to be harvested. That’s enough lithium to fully power the electric vehicle revolution we’ve been hearing so much about. But there has been NO KNOWN extraction method that could effectively clean the brine and filter out the lithium.... [Up until now.]( This tiny $20 million company has the technology to remove lithium from the brine at up to 97% efficiency... And the potential to see a 100–220x gain in its market capitalization by the time full-scale production of this technology is achieved. [That’s why you need to make your move BEFORE this tech reaches mass adoption...]( And before this company’s stock skyrockets in the process. Despite the premium that geopolitics has tacked onto the price of oil today, there doesn’t seem to be much concern; business as usual with WTI crude comfortably trading above $80 per barrel. In its latest World Oil Outlook, OPEC said that the world will need to invest $14.5 trillion in the oil sector between now and 2045. It’s a staggering amount of investment necessary to keep the market stable. Roughly 76% of this investment — $11.1 trillion — will need to be directed towards the upstream sector. And if that isn’t scary enough, OPEC also sees its share of global liquids supply rising to 40% during that time frame. If true, then we’re almost a decade away from the world forfeiting its energy security to OPEC members. Most of you already know that I’m not one for doom-and-gloom. In fact, every single time we’ve faced an energy crisis, we’ve adapted and overcame it. When the United States’ oil production was in a seemingly irreversible decline for decades, all it took was a bit of ingenuity and a dash of creativity to completely turn our fortunes around and ignite an unprecedented oil boom — one that turned us into the world’s largest crude supplier. That game has changed once again. Remember, it’s no longer about debt-fueled drilling at a feverish pace; those days are officially behind us. Today, it’s about getting more with less. That need has once again sparked the innovation and resourcefulness that drives value for shareholders like us. But don’t take my word for it, it's an [opportunity]( absolutely need to check out for yourself. [I strongly recommend you take just a few short minutes out of your day and see this one for yourself.Â]( Until next time, [Keith Kohl Signature] Keith Kohl [[follow basic]Check us out on YouTube!]( A true insider in the technology and energy markets, Keith’s research has helped everyday investors capitalize from the rapid adoption of new technology trends and energy transitions. Keith connects with hundreds of thousands of readers as the Managing Editor of [Energy & Capital](, as well as the investment director of Angel Publishing's [Energy Investor]( and [Technology and Opportunity](. [Wealth Daily ICYMI Header]( This "Limitless" Pill Could Be Bigger than Ozempic! See this tiny pill? 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And they’re all betting big money that EN-23 will be far more profitable than Ozempic! After all, EN-23 is about to swipe market share from some of the most profitable disease treatments in the world... And there are currently three EN-23 companies in particular that stand to get a sizable chunk of this action. That’s why savvy investors who act right now have the chance to grab a slice of a $1 Trillion windfall. [Learn more about this life-saving treatment here.]( [Fb]( [Li]( [Tw]( This email was sent to {EMAIL}. You can manage your subscription and get our privacy policy [here](. Energy and Capital, Copyright © 3 East Read Street, Baltimore, MD 21202. Please note: It is not our intention to send email to anyone who doesn't want it. If you're not sure why you're getting this e-letter, or no longer wish to receive it, get more info [here]( including our privacy policy and information on how to manage your subscription. 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