The Underdog Investment G7 Members Won’t Tell You About When Coal Dies

The problem isn’t finding the right bridge to that renewable-powered future the... [Energy and Capital Header] Practical Investment Analysis for the New Energy Economy The Underdog Investment G7 Members Won’t Tell You About When Coal Dies Keith Kohl | May 02, 2024 We all want perfection in everything we do. Everyone strives for it, and anything less would be unacceptable. Unfortunately, more often than not the problem with this way of thinking tends to ignore the reality of a situation. A couple of days ago, we talked about the [G7 hammering the final nail in the coal industry’s coffin](by announcing its plan to phase out existing unabated coal power generation in our energy systems by 2035. As I pointed out last time, accelerating that timeline to phase out coal by the first half of the 2030's is practically useless here in the United States. Not only have we stopped building coal plants altogether, but the coal capacity we DO HAVE is so old that most of our capacity will be retired in the next ten to fifteen years anyway! Maybe if they put it down on paper now, perhaps the G7 can take credit for it later. If you’re like me, then you know that this leads to a natural follow-up… It’s a simple question of: What comes next? [The $1 Stock that has Exxon Execs Panicking]( While Exxon takes its first steps into lithium mining, a dynamic $1 firm is already sprinting towards commercial production... With plans to produce 30,000 tons of lithium annually, this company is attracting attention — and millions — from some of the biggest names in finance. Don't miss your chance to get in on the ground floor of what could be the most significant shake-up in the lithium industry. [Get the full story here before the stock explodes.]( In a perfect world, the world would immediately transition from coal to renewable energy. Instead of burning dirty carbon that took hundreds of millions of years to form under immense heat and pressure, we would be harnessing the power of the sun and wind to supply an endless amount of energy to the world. But hey, maybe in this perfect world cars are fueled with rainbows, buildings are heated and cooled through wishful thinking, and electricity is generated by good intentions. Sure, it would be nice if we transition to renewables overnight — but it would ignore the reality of the situation. The hard truth is that it’s going to take decades for this transition to happen. More importantly, there’ll be some bumps along the way. For the last 20 years, U.S. wind power has been growing by leaps and bounds. That’s a GOOD thing. And yet according to the [EIA](, our electricity from wind turbines declined for the first time since the mid-1990s despite the addition of 6.2 GWs of new wind capacity we added in 2023: [wind power u.s.] What was the problem? Well, last year the wind simply didn’t blow as much. Slower wind speeds caused electricity generation from our wind turbines to decline by 14% during the first six months of 2023. I say this not because the wind industry is about to collapse, simply that it’s going to take time. Our growth in wind power generation has tripled to 147 GW over the last thirteen years, and it would be wild to think the U.S. could sustain that kind of growth going forward. Of course, we’re only talking about the United States. It turns out that the [G7’s pledge to phase out coal]( for good really was nothing more than a virtue signal. Like all good climate pledges, exceptions will be made for those that can’t keep up. By the way, I’m not even talking about China or India, both of which demand massive amounts of coal to power their countries. I’m referring to G7 members themselves! In this case, exceptions will be given to Japan and Germany. I have a feeling that the only way the G7 group could even get a consensus together was if those exceptions were in place. That brings us to a more realistic solution. Bezos, Gates, Dalio, and Ma Racing to THIS Tech There is a $1.9 trillion energy race underway and one company is about to cross the finish line. Jeff Bezos, Bill Gates, Ray Dalio, and Jack Ma have already poured $2 billion into this technology... The company behind it is extremely undervalued... But not for long… In fact, I believe this company could deliver a windfall of as much as 46,018%. u have nothing to lose and everything to gain. [Click here now to find out how you can get in on the ground floor of this quantum leap technology…]( The problem isn’t finding the right bridge to that renewable-powered future the world wants to see — we already have that in place! If only there was a massive source of baseload power we could find in the United States that burns cleaner than coal and can be brought to scale… hmm. The two energy sources that should immediately jump to mind are natural gas and nuclear power. What’s interesting to individual investors like us is that the natural gas sector has been brutally beaten for more than a decade. It’s simply a case of oversupply — one that may change in the coming years. You see, there’s more to this oversupply issue than the massive amount of natural gas being extracted in plays like the Marcellus, where companies are pumping 36.1 billion cubic feet of it out of the ground every single day. The issue is that U.S. oil production in areas like the Permian Basin have been surging higher the entire time, which has boosted the amount of associated gas production. Since 2014, natural gas production in the Permian Basin has more than quadrupled to 25.2 billion cubic feet per day. Even though we are consuming more natural gas than ever before in the United States, that supply/demand imbalance has absolutely cratered prices; we’ve gotten to the point that the largest natural gas producers are cutting production. Ah, but there’s a bit of a catch to this story. Now that U.S. oil production is expected to remain relatively flat this year, have we finally reached a turning point for natural gas? We’ll soon find out. Until next time, [Keith Kohl Signature] Keith Kohl [[follow basic]Check us out on YouTube!]( [Wealth Daily ICYMI Header]( This New Tech Could Be Worth MUCH More Than AI(Buy This $2 Stock) Bloomberg reports that AI programs like Google’s Bard and OpenAI’s ChatGPT are expected to be worth $1.3 trillion by 2032. Starting from a market size of merely $40 billion in 2022... That's a 3,150% increase almost overnight, leading investors to rapidly buy up any stock mentioning artificial intelligence. [AI] But here’s the kicker. There’s a rapidly growing market I'm introducing to my readers that could unlock over $7 trillion in the next FIVE years — far surpassing AI's measly $1.3 trillion that’s nearly a decade away. And there’s one tiny company set to become the primary supplier for this entire $7 trillion revolution as it rapidly kicks into high gear. Google has confirmed that this company will supply them with critical components... Lenovo’s Capital and Incubator Group has also recently partnered with this small tech company to expand its presence in this growing market... And not to mention this firm has secured supply and manufacturing agreements with dozens of companies including major names like Raytheon, Panasonic, Verizon, Nikon, Garmin, and Northrop Grumman. The best part is that it's currently trading for just $2 — but not for long. In the coming months, I anticipate its revenue will soar — elevating its share price in the process and potentially delivering investors returns of 26,221% and beyond. [Discover the details right here before this technology becomes mainstream.]( [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. If you are interested in our other publications, please call our customer service team at [1-877-303-4529](tel:/18773034529).