Elon Musk's New Lithium Refinery Smacks of China

The sad fact of the matter is that most... The sad fact of the matter is that most...                                                                                                      [Outsider Club Header] Dec 12, 2023 By Alex Koyfman for the Outsider Club Elon Musk's New Lithium Refinery Smacks of China Dear Reader, Next year, Tesla (TSLA) is on schedule to open one of the biggest lithium refineries in North America. The $365 million facility, located outside of Corpus Christi, Texas, will employ around 150 workers and produce enough battery-grade lithium to supply 1 million EVs per year — according to Elon Musk himself. [black lithium] This processing facility will work in concert with Tesla’s battery cell gigafactory located three hours away in Austin. It all sounds great, and appears to go a long way toward making Tesla, and by extension, the entire free world, more lithium independent, but the sad fact of the matter — the fact most articles about this facility will conveniently omit — is that most of the raw lithium will still be coming from sources abroad. Among those foreign suppliers is, without surprise, China. The reason why China continues to dominate the lithium vertical has less to do with the work they’ve put into building a virtual monopoly, and more on the lackluster approach the West has taken with its own lithium production capacity. As of this moment, the U.S. controls less than 4% of the world’s lithium reserves, which should be unthinkable given lithium’s importance both as a commercial commodity as well as a strategic metal. AI Fuels Secret $50 Billion Opportunity Using artificial intelligence, a small company just made the most significant breakthrough in medical history. 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[Check out all the explosive details here.]( Lithium: Our Biggest Addiction And yet here we are, buying an absolutely crucial industrial material from our single most powerful political rival. Now, I’m sure many of you have read stories about the McDermitt Caldera, and how a massive discovery — perhaps the biggest of all time by a factor of 2–3 — was confirmed there earlier this summer. Once developed, this resource will shift the balance of lithium power so radically, that the United States will overtake China as the world leader in the game of lithium, from mining, likely all the way through battery production. The problem with this dream scenario is that it takes more than 10 years to bring a new lithium property from discover to production, and with some of the legal battles still facing this specific resource, likely years longer. That's ten more years of Beijing growing wealther, and dictating terms geopoltically. Whatever solution we find to achieve parity with the Chinese has to be much faster, and it has to begin right now. Because despite plunging prices, the longterm prognosis for lithium remains highly bullish. Too bullish, in fact, to even be sustained by current production rates. The Lithium Supply Crisis Is Here As of this year, we’re already failing to meet demand, and the gap will grow ever wider unless there is a disruptive development made in the lithium production sector. [MI Black Lithium Image 13] Now, you’re probably not aware of this because few people in the know are talking about it, but that disruptive development may already be here. This past summer, a small company operating out of Calgary demonstrated a unique technology which allows for the direct and near-instant extraction of purified lithium from fossil fuel brine ponds. Yes, that’s right, the very same water used to squeeze oil and gas from the Earth’s depths, thus earning the ire of climate activists world wide, can be turned into a wellspring for the greenest of the energy metals. The filtration process is revolutionary, and can be plugged into virtually any oil and gas operation to start producing salable material within weeks, instead of years. [MI Black Lithium Image 18] That makes this company a technology company, not a miner or resource firm of any kind. They don't drill and they definitely don't explore. They already know where the lithium is, so they need only to plug their facility into the brine pond and switch on the power... Because their product is a technology, it is thus scalable and licensable to any company looking to diversify their fossil fuel business models. [$34,200 Retirement Handout Starts on DECEMBER 18.]( There isn’t much time to waste... You could boost your retirement income by up to $34,200 a year simply by staking a claim on a new income stream hidden in the recent Inflation Reduction Act. It’s 100% legal, but you’ll need to move fast. The next payment is due on DECEMBER 18. [Discover the full details of this retirement income opportunity by clicking here.]( The Best Lithium Pure Play Doesn't Mine Lithium The process is fast and best of all, very cheap — allowing for the production of lithium at less than $4,000 per ton. Even with today’s depressed prices, it’s a win both for the company behind the tech, as well as any potential energy sector clients. The company is young, small, and trades quietly on two North American exchanges. By the end of summer 2024 it could be in commercial production on its pilot property in Northwest Alberta. That alone could turn this microcap lithium tech firm into a quarter-billion-dollar operation in short order. The real revenues, the primary business model, and the potentially world-changing potential, however, will lie in the licensing of this technology to companies around the world. All of that could happen even sooner. Want to learn more about it? [Check out our video presentation on the company, right here](. Fortune favors the bold, [alex koyfman Signature] Alex Koyfman P.S. Today’s article was originally published by our sister publication [Energy and Capital](, which is solely dedicated to helping readers profit from the ever-expanding and ever-changing energy sector. If you would like to receive daily free email investment letters from the editors of Energy and Capital, [simply click here.]( Follow the Outsiders [YouTube]( This email was sent to {EMAIL}. You can manage your subscription and get our privacy policy[here](. Outsider Club, Copyright © Outsider Club LLC, 3 E 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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