How Trump's Tariffs Will Push Trump's Lithium

Dear Reader,

Within the laundry list of complaints and warnings about the effects of another Trump presidency, his detractors have universally been deriding the proposed tariffs as potentially catastrophic to the U.S. economy. 

Perhaps most significant are the tariffs Trump has threatened against Chinese materials and manufactured goods, ranging from 60% to 100%.

That’s a potential doubling in price for more than 30% of the world’s manufactured goods, the long-term effects of which are hard to calculate when viewed at the global scale. 

His haters will tell you that this will disrupt the complex, fragile workings of the world economy and cause widespread calamity — with the lion’s share of the suffering reserved, of course, for the middle and working class. 

One of the hardest hit of the Chinese industries will, invariably, be the rechargeable battery sector.

Are We Getting Ready to Bite The Hand That Feeds Us?

The U.S. gets 85% of its domestic supply of lithium-ion batteries from China, which means that if these tariffs are signed into law, the American consumer will have to shell out between $8B and $13B every year to cover the extra costs of those batteries. 

And for his haters, that will be the end of the story. Economic ruin. 

The reality, however, is slightly more complicated. Trump’s tariffs need to be viewed not as the end game, but as a catalyst. 

It’s only natural higher prices for everything requiring lithium batteries will inevitably spur the quest for alternative sources of lithium. 

And nothing is as efficient, or free of political complexity, as domestic production. 

Now, here’s the part that may surprise you most of all… Trump actually laid the ground work for the biggest lithium production operation in the world mere days before leaving office in 2021.

Tariffs Are Just What The Doctor Ordered To Kickstart Domestic Production

It was overshadowed by the events of January 6th, but less than a week later, Trump approved the development of a lithium resource on the Oregon/Nevada border which may be the biggest the world has ever seen. 

As much as 120 million tons of the metal — or about 50% more than is currently known to exist across all the world’s lithium deposits

It’s so big in fact, that it alone could completely rebalance the scales of the global lithium supply chain. 

The site began development with Trump’s approval, and just a few months ago, closed a $2.6B loan from the Federal government to fast track development. 

Now, with Trump headed back to the White House with his sights on China, the prioritization of this project is all but certain. 

That’s what they’re not telling you. 

The Biggest Benefactor Remains Unknown To Most

Tariffs aren’t the end game… They’re merely a catalyst designed to recenter our own philosophies and reallocate our resources. 

Now, with all of this potential, and so much at stake, you’d think that the company that’s sitting on this unique resource would be valued in the tens of billions. 

And if it were, it would still be a bargain considering that there’s over a trillion worth of lithium locked inside this relatively small area, even at today’s depressed prices. 

But the company’s shares are currently trading even lower, with a market capitalization as of this morning, of just $780M.

In the coming months, that’s going to change. 

All Planets May Soon Align For Lithium Investors

As lithium crawls out of its post-bubble lows and as the world awakens to a more self-sufficient American economy, this company occupies perhaps the most enviable position in the entire industry. 

I’ve been following this story for a while, and I have to tell you, this is exactly the sort of catalyst we’ve been waiting for. 

American lithium is going to boom in the coming years because there simply is no alternative. 

Nor should there be. We’ve been feeding openly hostile economies for far too long. 

Want to learn more about Trump’s secret lithium investment?

Get the full story, right here.