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The "Green Fuel" keeping Elon Musk up at night

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energyandcapital.com

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Mon, Jan 10, 2022 02:49 PM

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The press has been keeping it under wraps, but if you look in the right places, you'll see the evide

The press has been keeping it under wraps, but if you look in the right places, you'll see the evidence. The press has been keeping it under wraps, but if you look in the right places, you'll see the evidence. Energy and Capital: Practical Investment Analysis in the new Energy Economy [Energy and Capital logo] The "Green Fuel" keeping Elon Musk up at night By Alex Koyfman | January 10, 2022 - Baltimore, MD [Everything you've been told about electric vehicles]( and the future of mass transportation for the last 20 years might be getting a major revision in the next couple months. The press has been keeping it under wraps, but if you look in the right places, you'll see the evidence. In September, during the annual Ship Efficiency Conference in Hamburg, Germany, multiple experts from the heavy shipping industry predicted that by the middle of the century, more than a quarter of the world's heaviest freighters and tankers will be powered by ammonia. That's right... Not diesel, not nuclear, not natural gas or hydrogen or even lithium-ion power but ammonia — known in chemistry as NH3. These predictions aren't radical, contrarian opinions, either. The heavy shipping industry aims to decrease its carbon footprint by half by the middle of the century, and ammonia, even as an internal combustion fuel, emits nothing but water and nitrogen as byproducts — making it an obvious option. Major industry players including Japanese giant Imabari, Indonesian-based Mitsui E&S Machinery, Danish juggernaut Maersk, and Greek-based Navios Group, are already planning, retooling, and making preparations for the switch. Now, to be clear, ammonia's properties are not news to anybody. Back in the 1940s, during the Nazi occupation of Western Europe, ammonia was used as an alternative to diesel to power city buses. A quarter-century later, in the skies above the western United States, ammonia propelled the X-15 rocket plane to almost seven times the speed of sound, setting a record for winged aircraft that still stands today. Today, it stands as perhaps the single biggest threat to the EV market — because why would anybody bother buying a new car, one that relies entirely on electric charging stations to stay on the road, when they could just pump a new type of fuel into their existing car, at an existing filling station, and get the same benefits? The answer is: They wouldn't. So why doesn't the world run off ammonia? Up until very recently, ammonia fuel production has simply been too energy-demanding to be a viable option for the masses. For it to work, a new production method would need to be perfected. If and when this technology came into being, it would immediately become an existential threat to the EV market as we know it. Today, that's precisely what's happening. A new technology that's currently in testing at the University of Ontario has the potential to change everything. The company that owns the patent went public recently, but hardly anybody knows about it. It trades at a market cap of less than $50 million, which is less than 1/100,000th the size of the annual market that its technology could disrupt. Want to learn more? [Get instant access now.]( Fortune favors the bold, [alex koyfman signature transparent] Alex Koyfman Investment Director, Microcap Insider P.S. I wouldn't wait too long. Stocks this small doing things this big don't remain a secret. Volume has been ticking up. [Delay at your own peril.]( --------------------------------------------------------------- This email was sent to {EMAIL}. It is not our intention to send email to anyone who doesn't want it. If you're not sure why you've received this e-letter, or no longer wish to receive it, you may [unsubscribe here](, and view our privacy policy and information on how to manage your subscription. To ensure that you receive future issues of Energy and Capital, please add newsletter@energyandcapital.com to your address book or whitelist within your spam settings. For customer service questions or issues, please contact us for assistance. Energy and Capital, Copyright © 2022, Angel Publishing LLC. All rights reserved. 3 E Read Street, Baltimore, MD 21202. Your privacy is important to us – we will never rent or sell your e-mail or personal information. Please read our [Privacy Policy](. Neither the publisher nor the editors are registered investment advisors. Subscribers should not view this publication as offering personalized legal or investment advice. Read our [Details and Disclosures.](

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