Maria’s Note: Maria Bonaventura here, Rogue Economics’ senior managing editor. Regular Inside Wall Street readers know Nomi is pounding the table on her key investing themes, including Infrastructure and Transformative Technology.
Today, we bring you a special guest essay from our Casey Research colleague, Dave Forest, about an opportunity that straddles both of these themes. He calls it the electric vehicle (EV) Superboom.
And tomorrow night, Wednesday, March 2 at 8 pm ET, Dave is holding his first webinar of the year to tell readers all about it.
Dave’s core EV picks to date have already racked up average gains of 867%. And tomorrow night, he’ll show you how you could make 49 years of average S&P 500 gains in one year.
You can sign up for Dave’s webinar here. Then, read on below to learn more about the EV Superboom…
The electric vehicle (EV) revolution combines two uber-profitable trends…
There’s tech. We all know profits from this sector are explosive. Amazon, Google, and Apple made investors rich all over the world.
But EVs go beyond tech.
They’re also an infrastructure play. We’re building networks of electric grids, chargers, and even special roads across the country.
Together, I call this “hard tech.” It combines trillion-dollar ideas with trillion-dollar infrastructure.
Multiplying those numbers… the gains get absolutely insane.
I noticed hard tech – and its hyper-profits – early on in my geology career…
Natural resources enjoy crazy booms. We’ve seen epic bull markets in gold, oil, fertilizer, iron ore, and some other commodities people could not care less about.
But the most insane booms happen in obscure metals. The kind most people never hear of… and couldn’t pronounce even if they did.
These are the tech metals. They were my first glimpse of hard tech and its epic gains.
Let me show you two examples…
Hard Tech Has Epic Booms
Neodymium and dysprosium.
You don’t have to be able to pronounce or spell these weird metals to profit from them. To make it easier, I’ll call them by their chemical symbols, Nd and Dy.
Few investors know about Nd and Dy. But tech insiders obsess over them. Leading technology like EV engines, 5G cables, and even cruise missiles rely on parts built with Nd and Dy.
This is hard tech – metals powering the biggest trends on Earth. They’re not available at will like U.S. dollars… There’s only so much supply in mines around the planet.
Every so often, that supply runs dry.
That’s what happened with Nd and Dy in 2009 and 2010. Back then, China cut off its exports of this hard tech (it holds a virtual monopoly on Nd and Dy…).
There wasn’t enough to go around. That left two options.
First, let the world’s biggest tech sectors grind to a halt, nearly overnight.
Or, let prices explode to encourage supply – from any place we could get it.
Obviously, the world chose the latter. There’s just no way we could live without this hard tech. All our communications, transportation, and defense systems would crumble.
Here’s what happened to Nd prices…
This hard tech soared over 2,000% – that’s over 20x gains. It all happened in a matter of months.
Share prices of companies producing this hard tech ripped even higher. It was like if Apple could suddenly sell MacBooks for $20,000 apiece.
Neodymium companies shot up 10,000%, 100,000%, and even – in rare cases – millions of percent.
It was a bull market for the ages. Some investors I knew made enough money in 18 months to retire for the rest of their lives.
That opened my eyes to hard tech. I realized its potential for uniting technology and hard assets.
Clean Energy Accelerated the Trend
When clean energy hit, the hard tech trend accelerated.
Vanadium is another obscure piece of hard tech. It’s used in large batteries – the kinds that store wind and solar power.
In 2017, vanadium went nuts. With solar power becoming more popular, batteries popped up worldwide.
At the same time, the “old world” still demanded a lot of vanadium. It’s a key component in one of the world’s biggest industries: steel for building construction.
Vanadium held massive, established demand in infrastructure. Plus, it rode the exploding wave of new battery tech.
The price sheared upward.
Once again, vanadium stocks performed even better. Investors made fortunes in a matter of months.
Now, we have EVs.
Electric vehicles are the ultimate hard tech boom. Electrifying our transport sector is the biggest tech trend ongoing. It’s intimately tied to trillions of dollars in global infrastructure.
Just look at the news. Tesla invested in a nickel mine in Minnesota. The EV giant also bought into a North Carolina lithium mine. Then, it got into an African graphite operation.
Three separate pieces of hard tech, all backed by Tesla’s billions.
After Elon Musk’s buy-in, nickel prices shot up. The lithium company that Tesla partnered with in North Carolina saw its share price rocket from $4 to $89…
That’s a 2,125% run.
You’re going to hear a lot more about hard tech booms like this. They’ll be popping up everywhere, in places you never dreamed of.
Even General Motors invested in lithium, looking to grab a piece of this key hard tech. The EV revolution is blowing this sector out of the water.
The profits are proven. The potential is astronomical. The trend is in motion, and it will mint yet more hard tech fortunes as EVs roll out across the planet.
In fact, the profit potential is so massive… I’m preparing for a livestream event – the EV Superboom Summit – tomorrow night (Wednesday, March 2) at 8 p.m. ET to get the word out.
Because most people know there are profits in the EV space… but they’re looking in the wrong places.
I want to make sure you stay on top of the biggest moneymaking opportunity coming your way… so make sure you reserve your spot right here.
Keep walking the path,
Editor, Strategic Trader
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