Elon Musk is helpless until... [Energy and Capital Header] Practical Investment Analysis for the New Energy Economy North American Lithium Boom Arrives Alex Koyfman | Apr 06, 2024 Dear Reader, The North American lithium boom is upon us, and itâs about time. For more than three decades, starting around the time when you were marveling at Sonyâs Discman portable CD player and its amazing reusable battery, a single nation was virtually synonymous with lithium battery production: China. [discman] The effort goes all the way back to Deng Xiaoping, who famously stated that China would be for âenergy metalsâ what Saudi Arabia is for oil. 27 years after his death, the plans for which he so prophetically laid the foundations for have all manifested into reality. Today, China controls almost 70% of the worldâs lithium refinement and battery production. At the opposite end of the spectrum, they are buying up untapped or underexploited lithium properties across the world to complete their vertical integration of the most important class of consumer tech hardware in existence today. [âItâs like Jurassic Park... the first contact with inner Earth...â â John HopkinsÂ]( In a secret underground facility, one tiny company just put the finishing touches on the clean energy breakthrough of the century. Itâs called âDEEPSURGEâ... A technology so revolutionary, and so powerful, itâs going to change the way the entire planet fuels its apartments, office blocks and schools. Better yet... [Invest in DeepSurge today and you could reap a stunning 5,789% in profit.]( North American Lithium Production: The New Kid On The Block Centuries from now, the lithium-ion battery and its off-shoots will be known as the energy storage medium of the 21st century. Unfortunately the US, the land of consumers that we are, has allowed the Chinese run with the lithium ball because we knew it meant plenty of cheap lithium-ion batteries in our CD players, flips phones and 10lb laptop computers. They knew we would get hooked, and we let them feed our addiction while our own ability to produce lithium batteries collapsed. For 30 years, it's been working out better than anything the Chinese Communist Party of the early 90s could have imagined. Almost 4 billion wireless devices shipped last year alone, and the EV market is going to overtake ICE by the end of the decade. [lithium demand] Despite the explosion in lithium demand, as of last year the US owned just 4% of the worldâs lithium reserves and produced less than 2% of the worldâs battery grade lithium. Even Elon Musk, who once proclaimed that his batteries will be a bigger product than his cars, is helpless in the quest for energy independence until domestic production ramps up. All of that is now about to change. 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.]( North American Lithium Gets A Shot In The Arm From An Ancient Volcano With last summerâs discovery of the worldâs biggest single lithium deposit at the McDermitt Caldera on the Oregon/Nevada border, the entire global balance of power in the lithium market is about to shift. Formed millions of years ago during an eruption of what's now known as the Yellowstone Supervolcano, the caldera is an enormuous pot of rare and valuable metals. With estimates of the depositâs contents ranging from 20 to 40 million tons - enough to cover present global demand for decades - this incredible natural resource is now in the hands of a mining company on a mission. A recent $2.4B loan from the Biden administration to initiate production at this unique geological site was among the biggest industry news of the year so far, and what comes next will be pivotal. The problem, outside of the Chinese rivalry, is that lithium demand is growing so fast, full scale shortages are almost guaranteed unless major progress is made with new production. So getting this thing up and running isnât so much a matter of choice, but a necessity. There Is Historical Precedent For The North American Lithium Boom In the process, the work at the McDermitt Caldera will kick off a resource boom the likes of which hasnât been seen on the North American continent since the discovery of oil at Spindletop, outside of Beaumont Texas more than 120 years ago.  [spindletopgush] That bull market minted dynasties which still exist today, holding the strings of some of the world's major energy empires. It will happen again, and it's already starting. Like I said in the beginning, youâre only going to get one shot at making this looming bull market work for you. The company that owns all this lithium is still trading at pennies on the dollar considering the value of the resource itâs sitting on. The smart investors are already nibbling away. Soon enough, the retail crowds will show up like a caravan of red-eyed black friday shoppers. Donât be one of them. [Get the whole story on the Mcdermitt Caldera, what makes it special, and why so few investors know about the company that just got a $2.4B check from the Biden administration.]( 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. 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. If you are interested in our other publications, please call our customer service team at [1-877-303-4529](tel:/18773034529).