Last week we talked about the announcement made by Chileâs president regarding the nationalization of his countryâs lithium industry â but one of the more interesting parts wasnât about state control at all. It was the hint that was dropped regarding HOW theyâll be extracting lithium. [Energy and Capital Header] Practical Investment Analysis for the New Energy Economy A Simple Lesson on Lithium Profits: Part 2 Keith Kohl | May 05, 2023 Everyone wants control. Itâs been that way throughout history, and when that power is attained, rarely does one wish to give it up. In the oil industry, it was the âseven sistersâ that dominated and controlled the worldâs supply of crude. You may not recognize some of the names like the Anglo-Persian Oil Company, Texaco, or Standard Oil of New York. But believe me, you know them better than you think⦠Except today youâll recognize them by their contemporary names like BP, Chevron, and Exxon Mobil. Together with companies like Royal Dutch Shell, Standard Oil of California, Gulf Oil, and Standard Oil of New Jersey, these massive entities made up a powerful cartel of oil companies that ruled over the global oil industry in the early 20th century. Then one day in 1938, one of them struck oil in Saudi Arabia after drilling the Dammam No. 7 well that changed everything. [damman well no 7] It wasnât until the 1970s that Saudi Arabia increased its stake in Aramco, a company previously known as California-Arabian Standard Oil that had concessions to explore for oil in Saudi Arabia. I canât say I blame the House of Saud for wanting to control the countryâs oil resources, and the company was fully nationalized by 1980. In fact, it wasnât long before the original âseven sistersâ gave up control over global oil reserves. And while the international oil companies that you know today, such as BP, Chevron, and Exxon mobil, are still quite large in their own right, their size pales in comparison to the worldâs national oil companies. And now Chile is taking a page from Saudi Arabiaâs playbook⦠Tesla Is Dead... Elon Musk Is Ruined Thanks to a new discovery â known as âBlue Gasâ â electric car companies like Tesla are about to go down in flames. âBlue Gasâ is 100% emission-free, can propel vehicles hundreds of miles, and allows cars to fully charge in just minutes. And the tiny company behind it is primed to absolutely shatter any gains ever paid out by Tesla. [Click here before this stock explodes in the coming months.]( Lithium Profits 101: Beware the Hype [Last week,]( we talked about the announcement made by Chileâs president regarding the nationalization of his countryâs lithium industry. But rather than seizing projects and expelling foreign companies like what happened in Venezuela, President Boricâs plan to work SQM and Albemarle is sound. The wheels are now in motion, and you have to wonder how long it will be until âLiPECâ is formed. But I digress⦠One of the more interesting parts of President Boric's announcement wasnât that Chile was bringing the lithium industry under the governmentâs control. Rather, it was the hint he dropped regarding HOW theyâll be extracting lithium from the ground. Look, when it comes to lithium extraction, there are only two primary ways you do it: traditional hard rock mining or lithium brine extraction. The first is exactly what you think it is. Conjure images of massive open mining pits, where tons upon tons of rock is mined, crushed, milled, and then sent off so the minerals can be separated. Thatâs how the world gets roughly 60% of its lithium supply currently. [lithium production] The latter method involves giant evaporation ponds that are filled and then sit for up more than a year before the lithium can be separated. Itâs an intense process, and for the most part it's how lithium is extracted in countries like Chile. However, President Boric has other plans to get the valuable lithium locked underground. He touted a newer method known as direct lithium extraction (DLE), which can remove the metal from a brine without the need to evaporate. And that, dear reader, is where the red flags started appearing to me. The New Emperor of Energy Storage Youâre looking at the future of a $3.3 trillion industry. Thanks to this groundbreaking innovation, clean energy can be fed to the power grid 24/7... Regardless of whether the sun is shining or the wind is blowing. I call it the "Newton Battery," and it crushes every other battery on the market. The Swiss and the Saudis are already using it. And grids across the globe will be using this battery before we know it. Itâs all possible thanks to one tiny companyâs patented tech. The best part is that 99% of investors have no idea that it just went public... [Get in on the ground floor now, before it's too late.]( Donât get me wrong, DLE is certainly a promising technology. In the United States, we actually have a large base of lithium reserves, but you wonât see evaporation ponds anywhere here. Thatâs because a lot can go wrong, and we simply donât have the climate to support those operations. And the only active lithium mine is located in Silver Peak, Nevada. Perhaps calling DLE a game-changer right now is a little premature⦠at least, not yet.. You see, while DLE is a proven technology, we havenât seen it scale commercially yet. All that's out there right now are a few pilot programs, one of which has gone through two or three iterations as the technology is tweaked. Was President Boric just offering a bit of hope to keep environmentalists at bay and hype up the ESG crowd? Perhaps. But what is crystal clear to everyone is that itâs only a matter of time before Chile fully nationalizes its lithium industry â theyâll just wait till theyâre good and ready. That brings us to where the lithium profits will be found in the market today. Thatâs easy â just look next door to Argentina. But interestingly, you donât have to stick to the lithium triangle in this market. Just as DLE technology offers us a peek into the lithium industryâs future, there are [other technologies]( that are commercially viable RIGHT NOW that will be grabbing more of the spotlight going forward. If you give me just a few moments, Iâll show you one of them [right here](. 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