The Disconnect Between Oil Markets and Reality Is Widening

I won’t point fingers here, but I’m sure... [Energy and Capital Header] Practical Investment Analysis for the New Energy Economy The Disconnect Between Oil Markets and Reality Is Widening Keith Kohl | Jan 18, 2024 There’s a disconnect in the market right now between reality and narrative. I won’t point fingers here, but I’m sure the veteran members of our investment community can guess. It’s not the first time that crude oil has felt like a screaming buy for us, and it certainly won’t be the last. Last week, we [talked]( about one of those disconnects being China. While the narrative throughout the media last year pushed for China’s economic collapse and its growing oil consumption tumbling alongside it, that turned out to not be the case at all. In fact, China imported more oil than ever before, while its petrochemical demand surged higher. Remember, we’re at the point of the year when oil prices should be at their weakest. This is a time to build supply and prepare for the next summer driving season, when demand is at its greatest. Yet, 2024 may turn out to be a year chock-full of disruptions — all of which threaten a potential price spike. Except this time, there’s nobody left to come to the rescue. And with WTI prices barely holding on to the $70/bbl mark right now, this year is going to be far more profitable than you might first think. 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.]( Winter Storms Reveal Hard Truths Over the last week, the bitterly cold weather around the world has revealed a lot of hard truths over the reality of our energy situation. Not only have severe winter storms pummelled much of Europe, Russia, and the Nordic countries recently, but I’ll bet you’ve experienced that harsh winter bite yourself in the last few days here in the U.S. and Canada. Thanks to these frigid temperatures, more than half of North Dakota’s oil production has been shut-in. For the record, that’s roughly 650,0000 barrels per day that are offline right now! In Texas, the arctic weather is curtailing operations at oil refineries, such as TotalEnergies’ 238,000 bbl/d facility in Port Arthur and Flint Hills Resources’ 343,000 bbl/d refinery in Corpus Christie. BREAKING: Lithium Gold Rush Underway in California CBS says this huge lithium discovery could "provide California with its next gold rush." NBC says it’s set to be the "next hot spot for lithium production in the U.S." This massive resource could turn America into a leading global lithium supplier! [Learn more about how you can stake your claim in this epic discovery.]( Believe me, the list of troubles goes on and on from Exxon to Valero. Nobody is spared from the cold. I’ll bet more than a few of them are getting a little déjà vu from 2021 when record-low temperatures in Texas led to blackouts across the state’s power grid and left millions in the dark without electricity. As apocalyptic as it may feel for people in Chicago where it’s -30℉, these weather disruptions will pass just as they did in 2021.  Other disruptions, however, are just gearing up. If you were of the mind that the geopolitical volatility in the Red Sea was going to fizzle out as U.S. and UK warships entered the region, then you’re probably changing your tune right about now. The fact that the Houthi’s were brazen enough this week to fire a missile at a U.S.-owned ship less than 24 hours after firing on an American destroyer should be enough to tell you that this won’t end well for anyone. Things aren’t settling down, they’re escalating. And one of the more peculiar aspects to these events is that oil prices remained subdued. The disconnect is real, folks. The oil storm has been brewing for more than a year, and [this is the only way to prepare for it.]( Until next time, [Keith Kohl Signature] Keith Kohl [[follow basic]Check us out on YouTube!]( Massive California Lithium Deposit Solves Supply Shortage in Chile Chile’s SQM, one of the world’s largest lithium producers, just announced it has suspended operations due to road blockages. For days, protestors have been blocking public roads that lead to the world’s largest lithium deposit... preventing workers, supplies, and lithium from entering or leaving. This event is about to dramatically worsen the lithium supply shortage even further around the globe... But thankfully, there’s a MASSIVE lithium deposit in America that can solve this problem. It all starts with this unusual stretch of land... [gcs-cali-lithium] Beneath this barren seabed in the Salton Sea region in California lies a groundbreaking discovery... A 15 million ton lithium deposit that California Gov. Gavin Newsom calls: "the Saudi Arabia of lithium." Because it’s THREE TIMES BIGGER than all of China’s combined lithium reserves. And it could satisfy the needs of every EV manufacturer in America for the next century... Freeing us from our reliance on China and South America for lithium. But the best part is the mining has just begun on this massive resource... And there’s one EV manufacturing firm that’s secured prime access to this colossal deposit. I’m talking about a contract guaranteeing this firm a steady flow of lithium for 10 years — which will fuel the production of millions of EVs. As a result, this firm’s revenue has skyrocketed — more than DOUBLING in just two years. But the window of opportunity on this is rapidly closing, so you need to act quickly. [Learn more about the EV company with prime access to this giant U.S. lithium deposit here.](  [Fb]( [Li]( [Tw]( This email was sent to {EMAIL}. You can manage your subscription and get our privacy policy [here](. 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