Backdoor Battery Tech: It's All About the Chemistry

About 87 years ago, one of the most successful advertising campaigns in history started. One that both captured and redefined the American zeitgeist. This trend isn't as easy to sell, but it means far more for savvy investors. [Outsider Club Header] Jun 09, 2022 By Adam English for the Outsider Club Backdoor Battery Tech: It's All About the Chemistry *PUBLISHER NOTE* WE HOPE YOU ENJOY OUR NEW LOOK! LET US KNOW WHAT YOU THINK BY REPLYING TO THIS EMAIL. Now enjoy today's essay... About 87 years ago, give or take, one of the most successful advertising campaigns in history started. One that both captured and redefined the American zeitgeist — commercial, corporate, and consumer. Here’s a classic example… [better living through chemistry] New Battery Is Quickly Transforming a $3.3 Trillion Market The "Newton Battery" is ushering in a new era in power storage. Using just gravity, it powers the grid better than any other battery on the market. The Newton Battery is cheaper to produce because it's only made of steel and concrete — and it poses no threat of fire or explosion. In short, it’s THE best solution to the world’s energy storage problem. And it’s a huge opportunity that spells colossal new wealth for early investors. The best part is that the mastermind company behind the Newton Battery just went public... [Be one of the first to see all the details.]( The “Better Living Through Chemistry” slogan lasted until 1982, which speaks to its enduring promise. DuPont was changing life as we knew it, for the better. That made a ton of sense while a slew of new products were blatantly obvious. New and cheaper clothes, plastics, materials, clothing, cookware... better and better with each iteration. The problem isn’t that the trend stopped. The problem is the obvious benefit wasn’t quite so easy to bundle into a 30-second TV spot for consumers. The chemistry became more sophisticated, more arcane, harder to explain. Nowhere else in the consumer market is this divergence more apparent than with some of the most hyped, most talked-about products today — Tesla’s bread-and-butter base models. It’s hardly just Tesla though. Volkswagen, Ford, and Hyundai Motors are [betting big on this trend]( too. Consider this… As of 2019, before the car market went haywire, the cost of replacing the battery modules in a Tesla Model 3 was about $13,000 to $14,000 for a base model. That’s compared to a sticker price of around $45,000. For the longer-range and fancier Model S in 2019, changing out the battery modules cost up to $20,000. The sticker price for those was around $85,000. It’s a profound cost increase for power supply compared to internal combustion engines or hybrids. Endless Power From a Device Thinner Than a Business Card It can turn every home, skyscraper, and stadium into its own “power plant” — capable of generating its own endless clean electricity 24/7... No storage batteries, generators, or ugly solar panels required. Not even the power grid is needed! This new device is about to create a seismic shift in the global energy industry. [Check out my research on this disruptive little firm.]( Yet we still think of cars as being a standardized year-by-year affair. This is not the case. Behind the scenes it is a very different story. The battery systems in electric cars, by far the most expensive components in new cars, and an increasingly burdensome liability for anyone that buys a used one, have started to become far more diverse. This isn’t some future tech built on theory alone, or a production plan for cars for yearly model upgrades down the road. Over half of Tesla’s new cars are quietly using this battery tech already. Tesla said as much when it released last quarter’s financial results. The tech isn’t really new. It’s been in labs and research universities for a while, but it is rapidly making the move from theory to the market. The disadvantages have been reduced, and the advantages are profound. These batteries don’t use nickel or cobalt. That pulls two of the hardest components to source — and two of the most expensive options — out of the equation. Plus it frees up scarce materials in demand for far more expensive longer-range and higher-performance models that command a price premium. Even with that disclosure from Tesla, along with Volkswagen, Ford, and Hyundai Motors (though they offer less details), the potential doesn’t stop there. Tesla is already hinting [at a big transition]( for one of its most prized, highest-growth potential divisions — energy storage. Tesla’s issues are well documented in that regard, with projects going over budget, over time frames, and straight-up catching fire and creating runaway toxic nightmares for firefighters. Could This $6 Virginia Tech Upstart Be About to "Crucify" Coal? Approximately 153 U.S. coal plants are expected to shut down by 2025... Plants that currently power a staggering 9.7 million American homes. And now a bizarre metallic substance pioneered by [a tech operation scheming out of Reston, Virginia](... Could take over our crippled coal empire and snatch the $1.14 billion per year in revenues it will leave it its wake. Given that this tiny upstart’s making just over $1 million in revenues... What’s coming could spell a staggering 46,018% gain opportunity for those willing to act soon. What’s in [this breakthrough report]( reveals this may only be the beginning... [So click here now before this opportunity is gone.]( The lower cost and lower energy density of these new batteries play exceedingly well into addressing these concerns. The stable chemistry involved makes building these batteries to scale for anything from home energy storage —like the Tesla Powerwall — to the massive battery systems being connected to the electrical grid — like what it is planning for future electrical grid storage projects — consistent and safe. There is a catch though. Always is. The materials that make these work so well are already facing supply issues. However, the arbitrage play for cost and supply chain disruption allows for a massive price run while still being economically ideal. That’s why Tesla is buying in, along with Volkswagen, Ford, Hyundai Motors, and more. The chemistry doesn’t make a lot of sense for how battery cathodes work and scales of economy play out to consumers. But the old slogan that DuPont abandoned — “Better Living Through Chemistry” — is alive and well. Just like the explosion of tech and advanced component companies in the last half of the 20th century, [there is a lot of money to be made building things better](. Take care, [Adam English] Adam English Editor, Outsider Club [follow basic]( [@AdamEnglishOC on Twitter]( Adam's editorial talents and analysis drew the attention of senior editors at [Outsider Club](, which he joined in mid-2012. While he has acquired years of hands-on experience in the editorial room by working side by side with ex-brokers, options floor traders, and financial advisors, he is acutely aware of the challenges faced by retail investors after starting at the ground floor in the financial publishing field. For more on Adam, check out his editor's [page](. *Follow Outsider Club on [Facebook]( and [Twitter](. Follow the Outsiders [Twitter]( | [Facebook]( | [LinkedIn]( | [YouTube]( This email was sent to {EMAIL}. You can manage your subscription and get our privacy policy [here](. 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