Trump's Lithium

Dear Reader,

How would it make you feel to learn that Donald Trump is behind the development of the biggest lithium resource known to man?

Donald J. Trump, the 45th and now incoming 47th president of the United States, during his last days in office in 2021, approved the development of a lithium mine on the Nevada/Oregon border which could hold more lithium than is currently known to exist. 

Surprised?

You should be, because Trump, aside from being billed a fascist, rapist and misogynist, has also traditionally been known to be very pro oil, and by default, anti EV. 

And yet, on January 15, 2021, just 5 days before handing power over to Joe Biden, the project was approved for development by the Department of the Interior. 

Trump’s streamlining of exactly these sorts of projects was instrumental in pushing through the approval, and also protecting it for the long term by limiting options for reversal. 

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Biden’s administration took the ball and ran with it, and just a few weeks ago, the Department of Energy loaned the company heading up the efforts $2.6B to ensure success. 

So how much lithium is at stake and what makes this property so unique?

Well, the property is one of a kind because it’s actually the remnants of an ancient, massive caldera, formed when the Yellowstone supervolcano erupted 16 million years ago. 

There is nothing like it in the world, and one of the unique features of this deposit is between 20 and 120 megatons of lithium ore. 

As of today, known lithium deposits across the entire world stands at just over 80 megatons. 

For Trump, the decision was simple and fully in line with his America first, anti Communist China ideologies, as this resource is big enough to completely undermine the CCP’s long-established dominance of the lithium battery industry at all levels. 

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Now that he’s coming back and we’re 4 years farther along, you’d better believe that getting this thing into production is going to be one of Trump’s main objectives. 

You’re not going to hear about it much from MSN, of course, because the cognitive dissonance it would create among their loyal readers would be far too risky. 

But do a little digging, and you’ll see that it’s all true. Trump, famous for his pro oil ideologies, may actually by the biggest supporter, ever, of American lithium independence. 

The company behind this all remains unknown to most retail investors, and its share prices, still feeling the pains of the lithium bubble aftermath, remain at near historic lows. 

Its market capitalization today is right around $1B (USD), and here’s why that’s a fraction of its value. 

Even in its earliest stages of production, this property is expected to turn out 40,000 tons of lithium per year — about $800M worth at today’s still depressed market prices. 

That alone could justify a valuation of 2x where it stands today, but remember, 40,000 tons is only the beginning of the plan.

The U.S. EV industry alone will need more than 6 times that by the end of the decade, with even more demand flooding in from the wireless device and distributed energy storage sectors. 

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That means the future is going to be fertile for American lithium, especially now that Federal backing has been secured. 

Everything you just read would confirm that there’s never been a better time to invest… But there is more to the story. 

You see, while this project moves forward towards production, it seems that the lithium market itself, which was gutted in early 2023 when the bubble popped, is now starting to come back to life. 

This was the return that all seasoned investors were waiting for… The post-bubble, rational, organic growth that almost always follows the manic buying and selling. 

It happened with tech during the dotcom bubble years, it happened with real estate not long after, it happened with crypto at the end of the last decade, and it’s happening right now with lithium. 

All of the aforementioned rose, collapsed, and rose again to new heights in precisely the same manner — and lithium will be the next to do so. 

In fact, this is only the tip of the iceberg. This could be the most explosive opportunity in the entire resource sector. 

This is only the tip of the iceberg.

For the full story, enter here to view my video presentation.