Trump Won. What This Means For Lithium

Trump’s back, and there’s not a goddamned thing you or anybody else can do about it. 

Or maybe you don’t want to do anything about it.

Maybe this is what you wanted, and now it’s time to get to work realizing whatever vision you had for the future of the USA. 

Regardless of your stance, Donald Trump’s 2nd presidential term, the 47th presidential term in the history of the United States’ Federal Republic, will begin this coming January, and with it, changes will be inevitable. 

Issues like the brewing conflict in the Middle East, territorial disputes in the Far East, and war in central Europe will all be on the table, but so will domestic issues which have been plaguing this great society for years.. 

One of the biggest issues to be decided by the incoming Republican will be how America deals with one of its most profound strategic disadvantages — lithium production. 

Despite being the biggest single market for lithium-ion batteries, the U.S. accounts for barely 1% of total global lithium output. 

How Trump Handed Biden The Biggest Lithium Mine In History

We don’t produce it. We don’t refine it. We just buy more and more and more of it. 

And because Trump has been primarily remembered for his ‘drill baby drill’ and all-in on fossil fuel attitude, the assumption has always been that his effect on America’s lithium industry, if any, will be negative. 

In reality, that’s far from the truth. 

In January of 2021, the very last days of his first term as outrage brewed over allegations of election fraud, Trump quietly approved the development of the biggest lithium deposit known to man.

It’s located on the Nevada/Oregon border and has been earmarked as a mainstay source for future battery production. 

Despite all the rhetoric; despite his supporters including some of the staunchest fuel-burning, diesel smoke-blowing, flag-flying, nationalist-types, his commitment to America’s future positioning in the lithium business was pretty pragmatic.

And that shouldn’t be seen as a surprise on any level. 

Lithium: One Of The Few Things We All Agree On

If anything, Trump’s America-centric ideologies promote the development of domestic lithium and lithium battery production, as the only other alternative is to remain reliant on geopolitical rivals — namely, the Chinese. 

After all, regardless of his stance on EVs, our growing obsession with wireless devices is still going to push the rechargeable battery market forward for the foreseeable future. 

And speaking of EVs… Is he actually against electric vehicles?

Donald Trump has publicly spoken out against EV mandates, but to say he stands against the growth of the industry is yet another example of mainstream media disinformation. 

Want the truth? Look at who his biggest new supporter is. 

Elon Musk, the world’s richest man, is, one could say, somewhat invested in the future of electric vehicles. 

With his 22.3% stake in Tesla (TSLA) now worth more than $175B, there is nobody more interested in the future of the American EV industry than Musk.

Would The Biggest EV Company Shareholder In History Support An Anti EV POTUS?

Men like him, with that much to lose, don’t get up in front of crowds and make speeches on behalf of candidates who aren’t going to benefit them. 

So take that reasoning to the bank, if nothing else. 

Now, knowing this, how do you play the American lithium industry?

Well, that 2021 approval I mentioned earlier, one of Trump’s last acts as POTUS, all relates back to a single property. 

And a single company. 

That company sits on a lithium deposit worth as much as $1.8T — even at today’s depressed lithium prices — and just recently closed on a loan from the Department of Energy. 

At the moment, this company is valued at right around $1B — a pittance compared to the long term value sitting in the ground waiting to be tapped. 

Catalysts like last night’s election don’t come around often. 

Get all the information before things really get rolling.