The Russians have been losing major... [Energy and Capital Header] Practical Investment Analysis for the New Energy Economy Pilotless Cessna Strikes Fear 500 Miles East Of Moscow Alex Koyfman | Apr 03, 2024 Dear Reader, Earlier this week, these shocking images were shot as a very unusual Ukrainian drone â a pilotless Cessna loaded with explosives â slammed into Russiaâs third biggest oil refinery more than 800 miles from the front lines. [ukrainian drone] The refinery, which processes 150,000 barrels of crude per day, sits in the heart of the Tatarstan region â approximately 500 miles east of Moscow. Its attack marks the deepest incursions yet into the Russian mainland by automated Ukrainian forces, and underscores a truth of modern warfare that has implcations well beyond the Russo-Ukrainian conflict. And that truth is that almost all military doctrine developed since the Second World War is becoming irrelevant. With the emergence of cheap, effective, highly precise drone technology, most of the rulebooks of traditional combat have gone straight out the window, and there is no better proof of that than the destruction of our own M1 Abrams tanks in the fields of Ukraine over the last 6 weeks. 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 canât see whatâs 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 weâve 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%! Thatâs exactly the type of oil company Keith is recommending today.  Heâs calling it "the No. 1 oil stock of the decade." [Get the name and ticker here before oil prices surge higher.]( The M1 Abrams In Russia: Death Of A Legendary Desert Monster? The very same machine which laid waste to Saddamâs armies not once but twice, proved to be vulnerable to $1000 first-person remote-piloted aerial vehicles armed with armor-peircing shaped charge warheads. Though only a few M1s have been lost thus far, the attrition rate, given that only 31 were shipped, is shockingly high. In fact, more M1s have been lost in Ukraine since the start of the year than were lost in combat in both Gulf Wars, despite thousands of units taking part in those conflicts. If a cheap commonly available flying delivery system like a quad-rotor drone can take out a machine worth $5M, what does that say about our entire military philosophy â which is founded upon the rapid deployment of large numbers of very expensive, very complex, typically manned air, land and sea-based systems? The answer is not one that our Defense Department, which has invested many trillions into the armed forces, is comfortable with, but itâs also not an entirely new dilemma. The Russians have been losing major playing pieces to cheap, improvised, cottage-industry produced drones since the start of the war more than 25 months ago. [russian landing ship] The single most striking example of how this sort of asymmetrical warfare can take a toll on seemingly inexhaustible national armies came in February, when Ukrainian sea drones sank the 4000 ton Russian landing ship, Tsezar Kunikov, in the middle of the night not far from the Crimean coast. Costing just a few hundred thousand dollars each, these sea-going machines are little more than remote-piloted 500 lb aerial bombs propelled by motors canalized from jet skis. They operate in packs and are capable of traveling hundreds of miles loitering for days until targets of opportunity appear. To date, they've sent hundreds of millions of dollars worth of Russian ships to the bottom of the Black Sea. [ukrainian sea drones] US DoD Is Planning The Biggest Overhaul In US Military History If I was asked to make the safest bet I could think of right now, I would bet that the US Department of Defense is taking major steps to implement the lessons of this war into its planning for the future. Indeed, this could be the single biggest ideological shift in modern warfare since the introduction of the airplane into the modern battlefield during WW1. Everything which came before will be obsolete. Everything that comes after will be almost unrecognizeable to the eye of the modern layman. With our defense department spending [almost $900B per year as it is](, the amount of capital that will be injected into this grand philosophical shift will be unprecedented. If you thought that a few hundreds VR-goggle-piloted quad-rotors hauling RPG rockets was a game-changer, just imagine stealth cruise missiles delivering them by the thousand to find and attack targets with complete autonomy. That's just a tiny taste of what's coming in the next handful of years. One American Firm's Top-Secret AITech Could Help Defeat Hamas Israel is one of the worldâs top five most technologically advanced nationsand an emerging âartificial intelligence superpowerâ... Yet their AI tech failed to deliver advance warning before Hamas fighters launched a brutal surprise attack from Gaza. Multiple Israeli military defenses and communities near Gaza were overrun with no warning. But thankfully, a solution to this conflict is on the horizon... Itâs a tiny American firm that has worked with elite U.S. agencies like the FBI, CIA, and NSA with advanced top-secret AI technology. Itâs the most well-connected AI firm in the world... And once Israelâs military gains access to this technology, this war is as good as over. Because this firmâs technology has already disrupted Syrian air defenses... Destroyed an Iranian uranium facility... And thwarted cyberattacks on U.S. power plants. Not to mention, Ukraine would not have made nearly as much progress repelling Russiaâs invasion without this advanced AI tech. But now this tiny AI defense firm is set to turn the tides of the Israel-Hamas war... And hand its early investors as much as 10x their money. [Learn more about this small AI defense company before its stock soars.]( For investors, itâs going to be a once in a lifetime moment that absolutely needs to be captured. But thereâs a problem. With defense being as huge as it is, and thousands of defense contractors of all shapes and sizes playing a role in its evolution, deciding how and where to invest is a logistical nightmare in and of itself. And the problem is, with events around the world unfolding as fast as they are, and the superpowers scrambling for position in this emerging paradigm, there really is no time to become an expert on the matter. Don't Gamble With The Biggest Opportunity Of Your Life If you want put the coming developments to work for you in the best way possible, you need expert analysis today, right now, Do you want to invest in massive brand names like Lockheed Martin (LMT) or Boeing (BA), or do you want to find the smaller, more obscure diamonds in the rough that will rise to prominence on this wave of new thinking and spending? These are choices that contemplative investors will have to make, and right now, thereâs an excellent way to start boosting your understanding of the defense industry. My colleague, Jason Simpkins, has been writing on changes in the defense industry for years. He was warning us about the dangers of hypersonic missiles long before Putin put them to use in Ukraine. He wrote about the emergence of drone technology years before videos of them popping turrets off Russian tanks became a Youtube staple. There has never been a more relevant time to make informed investment decisions in the defense sector than right now. [So I urge you to take a moment and start your crash course right here](. Fortune favors the bold, [alex koyfman Signature] Alex Koyfman [[follow basic]Check us out on YouTube!]( His flagship service, Microcap Insider, provides market-beating insights into some of the fastest moving, highest profit-potential companies available for public trading on the U.S. and Canadian exchanges. With more than 5 years of track record to back it up, Microcap Insider is the choice for the growth-minded investor. Alex contributes his thoughts and insights regularly to [Energy and Capital](. To learn more about Alex, [click here](. [Fb]( [Li]( [Tw]( This email was sent to {EMAIL}. You can manage your subscription and get our privacy policy [here](. Energy and Capital, Copyright © 3 East Read Street, Baltimore, MD 21202. Please note: It is not our intention to send email to anyone who doesn't want it. 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