Energy and Capital editor Keith Kohl shows investors why Elon Musk's future success revolves around China.
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Musk Just Dropped the C-Word
[Keith Kohl Photo] By [Keith Kohl](
Written Nov. 29 2017
Itâs no secret that Elon Musk could be in serious trouble.
No, Iâm not talking about the fact that his company wonât be profitable anytime soon.
You should be well aware of that fact by now, especially given the few Tesla critics who have dared question the future of the [$53 billion electric auto giant.](
One Gigafactory in Nevada wonât be enough to dig him out of trouble.
A second Gigafactory in Buffalo that will take on his solar roof promises wonât, either.
At this pace, [Bitcoin will hit $25K]( by the time he follows through on that one.
Adding a third, fourth, fifth, and sixth Gigafactory⦠okay, maybe heâs getting a little closer.
Thing is, we already know where these will be built.
So letâs not sugarcoat one very sobering thought:Â Muskâs future success hinges on China.
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Teslaâs CEO Accidentally Reveals a Big Secret
Investors have been desperate to learn where Elon Musk plans to get his future lithium supply.
The thing is, [he just accidentally let the answer slip recently!](
And that means early investors can turn $1,000 into an easy $40,600 from Muskâs slip-up.
You can watch this incredible video footage [HERE.](
You may have not fully read through Teslaâs latest SEC filing.
Maybe you skimmed the headlines like the rest of the market, started to ask a few questions about whether or not Tesla will still be burning mountains of cash next year (spoiler alert: it will), then became distracted by the one-man show revealing how the company will turn the trucking industry on its heels.
If you werenât distracted, then the upcoming Roadster model probably did the trick.
However, if you did happen to dig through Teslaâs report, something shouldâve immediately jumped out at you.
It certainly did for me...
Teslaâs sales from China tripled in 2016 to more than $1 billion.
In fact, it accounted for over 15% of the companyâs total revenue.
If you listened closely to Teslaâs conference call, Musk made it clear that the path forward will be paved on Chinaâs roads.
In fact, heâs planning on boosting his manufacturing capacity there.
But is that really surprising?
China is the largest market for electric cars, with 336,000 new EVs registered in 2016.
[china_1]
But it wouldnât be a real Musk announcement without a few promises thrown in the mix.
This time heâs said production in China would begin in 2020.
Thereâs just one slight problem with all of this... one that presents an enormous obstacle for the magical Musk to overcome.
And you can beat him to it...
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Is This Elon Muskâs Favorite Stock?
Tesla CEO Elon Musk has vowed to make the world transition entirely to electric vehicles.
And heâs convinced that Teslaâs success hinges on securing its supply of just one super-critical element.
Hereâs an undiscovered [$1 investment gem]( thatâs on its way to $5 a share. Your gains could surpass 400% in the next 12 months.
[Click here to find out how.](
Buy It⦠Before Musk Makes His Final Move
Most investors have absolutely no idea about the kind of disruption the EV could potentially have going forward.
Not a day goes by that we donât see some rosy headline calling for the end of the traditional auto market.
But he wonât break the auto market...
Heâll break the lithium market first.
He even said it himself, too.
Last year, he boasted that for Tesla to reach its production target for the Gigafactory-1, it would absorb the entire worldâs current production of lithium.
That might not be such a crisis if Tesla were the only game in town, or if the [âBig 3â]( didnât utterly control the worldâs lithium supply.
Unfortunately for those of you crossing your fingers that Elon Musk will follow through on his promises and turn Tesla profitable, heâs not the only one with an eye on cornering the EV market.
Ever wonder why companies like Tesla are failing to secure the kind of long-term contracts that will be vital to their success?
EV magnates like Warren Buffett (via BYD) and Elon Musk are about to be taken to the cleaners.
But you might be surprised by whoâs really going to come out on top of the lithium revolution.
Hereâs a hint: It wonât be the Big 3.
Itâll be a group of small lithium stocks that nobody saw coming...
[And you can get all the details on these stocks by clicking here.](
Until next time,
[Keith Kohl Signature]
Keith Kohl
[[follow basic]@KeithKohl1 on Twitter](
A true insider in the energy markets, Keith is one of few financial reporters to have visited the Alberta oil sands. His research has helped thousands of investors capitalize from the rapidly changing face of energy. Keith connects with hundreds of thousands of readers as the Managing Editor of [Energy & Capital]( as well as Investment Director of Angel Publishing's [Energy Investor.]( For years, Keith has been providing in-depth coverage of the Bakken, the Haynesville Shale, and the Marcellus natural gas formations â all ahead of the mainstream media. For more on Keith, go to his editor's [page](.
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