The Final Hurdle to the EV Takeover

Perhaps a few would even go as far back as... [Energy and Capital Header] Practical Investment Analysis for the New Energy Economy The Final Hurdle to the EV Takeover Keith Kohl | Nov 16, 2023 When most people think of electric vehicles, they conjure a futuristic sci-fi world better suited for the big screen. If I were to ask you when the first EVs started showing up in the U.S., I imagine your answer might be sometime in the last decade or so, when EV sales started slowly ramping-up. Perhaps a few would even go as far back as 2008, when the first Tesla Roadsters were spotted on our highways. I’ll even bet there are a few older readers out there that would suggest it was the 1990s, when California started to push for more fuel-efficient vehicles, which prompted major automakers to build electric models like the Ford Ranger EV or the Chrysler TEVan After all, it was this push that led to the creation of the Nissan Altra EV. What made this particular electric car special was the fact that it was the first time that lithium-ion batteries were used. Unfortunately, those guesses are way, way off. True electric gearheads might just shake their head and mutter the name William Morrison. And you know what? They’d be right. There's $322 Billion Worth of Lithium in Northwest Alberta...Why Can't Anybody Touch It? For more than 40 years, an oil company has been working a 671-square-mile chunk of northwestern Alberta, producing its lifeblood using brine that’s kept in hundreds of massive storage ponds. These storage ponds have long been known to contain a massive lithium resource, totaling an estimated 4.3 million tons. Just recently a tiny Vancouver-based technology company, founded and headed by petrochemical industry veterans, figured out a way to extract the lithium from this brine, very quickly and very efficiently. So efficiently, in fact, that the company can filter this oil field brine, returning it to the pond after processing, with a better than 95% capture rate. Production of salable lithium will cost between $3,000 and $4,000 per ton, while market rates price lithium at $70,000 per ton. They know where the lithium is, they know how to extract it, and, as of now, they have an agreement in place to work this giant lithium-rich property. Commercial production is now projected to be in place by the middle of 2024, with buyers already lining up. [Interested? Enter here to learn more.]( Tick-Tock Goes the EV Clock Back at the tail-end of the 19th Century, William Morrison was a chemist that toiled in a lab in the basement of a jewelry shop in Des Moines, Iowa. He was working on a new concept: An electric carriage. And by 1890, he filed his patent on an EV that carried six passengers, and was able to hit a whopping speed of 14 mph. Here’s a look at this beast in action: [ev car] Although Morrison’s electric behemoth wasn’t able to go plaid like Tesla’s Model S, it does hold the honor of being the first electric car developed in the United States. We’ve come a long way since then. What most people don’t realize, however, is that this EV transition is accelerating. EVs have been wholly embraced by the auto industry, and you may be surprised how quickly the major automakers are planning to be all-electric. Jaguar’s fleet expects to ditch ICE vehicles completely by 2025. Chrysler wants its cars to be fully electric by 2028. Buick plans to get there by 2030, and General Motors just five years after that. Cadillac, Mazda, Mercedes-Benz, Lexus, Volvo, and Audi all plan to be fully electric within the next ten years. Like it or not, the EV transition is gaining momentum. But here’s the catch… That’s going to be a lot harder to do than most believe. You see, EVs need one disruptive technology that will allow it all to fall into place. 9 Billionaires Shifting Funds Here (Plus Warren Buffett) The smartest investors in the world are making a BIG move right now. David Tepper, Steve Cohen, Bill Gross, Paul Tudor Jones, Jeremy Grantham, George Soros, Carl Icahn, Jim Simons, and Larry Fink... They're jumping into oil and gas stocks with both feet. Meanwhile, 99% of investors can’t see what’s coming. According to Keith Kohl, our oil and gas analyst, three powerful economic triggers are converging on the oil markets right now... A "perfect storm" unlike anything we’ve seen in 50 years. The last time this happened, a small group of oil companies made 20x returns in a few years. Some gains were as high as 3,000%! That’s exactly the type of oil company Keith is recommending today.  He’s calling it "the No. 1 oil stock of the decade." [Get the name and ticker here before oil prices surge higher.]( Controlling the World’s Lithium If there’s one hurdle you can count on during this future EV takeover, it’s lithium. To put a little perspective on just how vital this critical metal is to the future of electric vehicles, look no further than Albemarle’s latest projections. Albemarle is the world’s largest lithium producer and sees demand — for EVs in particular — exploding higher before now and 2030: [alb lithium] But lithium production remains a problem. You see, there’s really only two ways the world gets the lithium it needs. Either it’s mined from hard rock and processed, or lithium-rich brine is pumped to the surface and left to dry in the sun for up to a year and a half before companies can extract it. That’s it. As if that wasn’t bad enough, nearly all of the world’s lithium production is concentrated in just a few places, and more than 60% of global lithium refinement is done in China. That’s not good for a burgeoning EV industry inside the U.S., no matter which way you look at it. That is, unless a new disruptive technology comes along and changes the game. And that’s precisely what may happen soon. My colleague, Alex Koyfeman, has uncovered something fascinating — a new lithium extraction technology that stands to change the lithium game forever. Don’t take my word for it, let him show you this technology firsthand. [This is something you have to see for yourself right away.Â]( Until next time, [Keith Kohl Signature] Keith Kohl [[follow basic]Check us out on YouTube!]( Biden's 19-Page Memo Just Sparked an $18.3 BILLION Income Opportunity President Biden is ready to overhaul the economy on a MASSIVE scale... And his new economic policy is allowing in-the-know Americans to claim as much as $7,882 every quarter — all courtesy of the U.S. government. It all starts with his secret 19-page memo: [executive-office] This memo is an obscure provision of the Internal Revenue Code. It’s similar to the stimulus checks people received during the pandemic... However, what most people don’t know is that this new policy sparked an $18.3 BILLION opportunity for everyday Americans that’s completely backed by government funds. I call them “Stimulus Stipends,” and they’re like stimulus payments on steroids. Again, payments run as high as $7,882 each quarter... You can collect them for LIFE... And it only takes a matter of minutes to get started. [Learn more about how to start receiving your “Stimulus Stipends” today.]( [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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