Metals the U.S. needs are facing incredible demand, and we mine almost none of them
You are receiving this email because you subscribed to Outsider Club.
[Click here]( to manage your e-mail preferences.
[Outsider Club logo]
U.S. Critical Shortages Now 4, 7, 8, and 19 Times Worse
[Gerardo Del Real Photo] By [Gerardo Del Real](
Written Feb. 11, 2019
According to Benchmark Mineral Intelligence, there are now 70 lithium-ion battery megafactories under construction across four continents, 46 of which are based in China, with only five currently planned for the U.S.
Simon Moores, managing director for Benchmark Mineral Intelligence, recently testified before the U.S. Senate Committee on Energy and Natural Resources.
Moores last testified in October of 2017, just over a year ago when the total number of megafactories was just 17.
Since that testimony in October of 2017, planned lithium-ion battery capacity in the pipeline for the period of 2019-2028 has risen from 289GWh to 1,549GWh (1.54TWh) in Benchmark Mineral Intelligence’s February 2019 Assessment.
This is the equivalent of 23-24 million sedan-sized electric vehicles.
[$1 Stock Set to Soar $8 in the Weeks Ahead](
Get the stock market’s biggest bang for your buck…
Every $1 share you buy of this small mining company could make you $8.
This company is in a unique position to supply an extremely rare resource.
And shares are poised to soar on runaway demand from America’s biggest defense technologies — jets, submarines, aircraft carriers, and missiles.
How many $1 shares will you be holding when this stock takes off?
[Click here to watch my new video.](
Moores testified that the megafactories are being built almost exclusively to make lithium-ion battery cells using two chemistries: nickel-cobalt-manganese (NCM) and nickel-cobalt-aluminium (NCA).
Moores went on to explain that lithium demand will increase by over eight times, graphite anode by over seven times, nickel by a massive 19 times, and cobalt demand will rise four-fold, which takes into account the industry trend of reducing cobalt usage in a battery assuming a 100% utilization rate where each plant scheduled is built and operating at full capacity.
Where will the supply come from? How will supply chains develop if companies and countries don’t accelerate their commitment to sourcing these materials?
[bmi lithium graphic]
[Billionaire backs tiny stock set to potentially double this month](
The greatest investor in the mining space just plunked down a huge stake in a small copper company in South America.
My three-‘commandment’ trading strategy has identified it as a potential 80-100% play this month. [Click here to see how to invest.](
Lithium, cobalt, nickel, and graphite supply is necessary and, in the U.S. where its near non-existence is — pardon the pun — critical, if the U.S. is going to have a chair at the critical materials supply chain table.
There are opportunities but investment dollars have thus far been scarce and government, as always, has been slow to recognize the vulnerability and act with any kind of urgency.
Tesla is the sole U.S. lithium-ion battery manufacturing producer with its Nevada Gigafactory.
Idaho has a well-known and defined cobalt belt that provides the U.S. an opportunity to secure the highest-risk lithium-ion battery raw material — cobalt.
In 2018, China was responsible for 56% of the world’s flake graphite supply.
China also accounted for 100% of the world’s uncoated spherical graphite supply, which is the processed anode material that is used in lithium-ion batteries.
According to the testimony, U.S. cobalt dependency comes in at 100%.
Lithium import dependency 92%.
Nickel import dependency 59%.
Graphite import dependency 100%.
[I Want to Gift You 1-Ounce of Pure Silver](
Right now, silver trades for about $15.
But in the form that I want to gift it to you…
It could soon be trading for $500, $1,000, $2,000, or maybe even more...
If you can find any at all.
One reason for its near-term potential to rival the price of gold and even exceed it…
Sits squarely at the feet of President Donald Trump.
It was his idea, after all.
He announced it loud and clear.
But very few people were paying attention to what he actually said.
[Read about it here]( if you missed it the first time.
And claim your ounce of .999 pure silver [here.](
Western Australia recently outlined a strategy to cut red tape, reduce costs for companies, and build skills bases needed for new mining and battery material processing projects.
The 20-page strategy outlines objectives including improving awareness of WA’s battery material prowess and improving competitiveness of the industry.
A new approach developing these critical supply chains in the U.S. can provide for high-paying jobs and sustainable tax revenue.
Whether it’s cobalt, graphite, lithium, nickel, or uranium, the U.S. is in a vulnerable position that requires action, but like our deficit and our infrastructure, I worry that future generations will have to do the work that current politicians refused to.
I’ll be watching closely for the outcome of the Section 232 investigation and negotiations with China. If you speculate in the space, you should as well.
I’ll also be adding to my favorite way to gain exposure in this transformational megatrend. [A play I was early on but one whose best days are ahead of it.](
To your wealth,
[gerardo-sig]
Gerardo Del Real
Editor, [Junior Mining Monthly]( and [Junior Mining Trader](.
For the past decade, Gerardo Del Real has worked behind-the-scenes providing research, due diligence and advice to large institutional players, fund managers, newsletter writers and some of the most active high net worth investors in the resource space. Now, he is bringing his extensive experience to the public through [Outsider Club](, [Junior Mining Monthly](, and [Junior Mining Trader](. For more about Gerardo, check out his [editor page](.
*Follow Outsider Club on [Facebook]( and [Twitter](.
Enjoy reading this article? [Click here]( to like it and receive similar articles to read!
Browse Our Archives
[The Original Pot Bug's Secret Weapon](
[Marijuana Is the New Sugar](
[Fed: Too Little, Too Late](
[Is Gold Finally Ready to Break Out?](
[Insider: Trump Says Yes to Legal Cannabis](
---------------------------------------------------------------
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 Outsider Club, please add newsletter@outsiderclub.com to your address book or whitelist within your spam settings. For customer service questions or issues, please contact us for assistance.
[Outsider Club](, Copyright © 2019, [Angel Publishing LLC]( & Outsider Club LLC, 111 Market Place #720, Baltimore, MD 21202. For Customer Service, please call (877) 303-4529. All rights reserved. [View our privacy policy here.]( No statement or expression of opinion, or any other matter herein, directly or indirectly, is an offer or the solicitation of an offer to buy or sell the securities or financial instruments mentioned. Angel Publishing and Outsider Club does not provide individual investment counseling, act as an investment advisor, or individually advocate the purchase or sale of any security or investment. Subscribers should not view this publication as offering personalized legal or investment counseling. Investments recommended in this publication should be made only after consulting with your investment advisor and only after reviewing the prospectus or financial statements of the company in question. This letter is not intended to meet your specific individual investment needs and it is not tailored to your personal financial situation. Nothing contained herein constitutes, is intended, or deemed to be – either implied or otherwise – investment advice. Neither the publisher nor the editors are registered investment advisors. This letter reflects the personal views and opinions of Nick Hodge and that is all it purports to be. While the information herein is believed to be accurate and reliable it is not guaranteed or implied to be so. Neither Nick Hodge, nor anyone else, accepts any responsibility, or assumes any liability, whatsoever, for any direct, indirect or consequential loss arising from the use of the information in this letter. The information contained herein is subject to change without notice, may become outdated and may not be updated. Nick Hodge, entities that he controls, family, friends, employees, associates, and others may have positions in securities mentioned, or discussed, in this letter. No part of this letter/article may be reproduced, copied, emailed, faxed, or distributed (in any form) without the express written permission of Nick Hodge or the Outsider Club. Unauthorized reproduction of this newsletter or its contents by Xerography, facsimile, or any other means is illegal and punishable by law.