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Major Carmakers Plan a $60 Billion Market Disruption — Here’s How to Cash In

Major Carmakers Plan a $60 Billion Market Disruption — Here’s How to Cash In

Story Highlights:

  • Most investors are ignoring a $60 billion investment in electric vehicles.
  • Our metal of choice today isn’t lithium.
  • Beyond EVs, it’s so useful in modern medicine, we call it the “anti-element.”
  • Four companies to invest in this “anti-element” today.

It’s my job to make sure you’re not ignoring a $60 billion investment.

I think this one will bring us double- and triple-digit gains in the next few months.

Right now, most investors don’t know about it. Many others are looking at the wrong stocks to play it.

We need to look at the long-term impact of that $60 billion … and make a plan.

Smart moves now will reap huge gains over the next couple of years. This sector is going to make many people a lot of money. That’s fantastic news for smart investors like us.

I’m talking about electric vehicles (EV). Our opportunity isn’t in the much-hyped battery metal lithium.

This is the metal that will power the EV revolution.

Massive Investment in EVs by 2030

One of my good friends bought a new Tesla Model 3.

After watching his efforts to get this car — having a charger installed in his house, mapping out routes that include chargers and planning around charging times — I still see some hurdles for the industry.

But it’s hard to argue with the facts. And the facts point to huge investments in EVs over the next decade.

Eight major carmakers — none of them Tesla — will invest a combined $60 billion into electric vehicles between now and 2030.

Here’s what they’re spending it on:

We know that growth is coming. I can show you how to profit from it.

The Battery Metal You Should Invest in Today

We’re not buying the carmakers in my Real Wealth Strategist newsletter. Manufacturing isn’t our specialty.

We’re focused on the resources, including battery metals, that go into the cars.

And the truth is, we believe the hype around lithium has led investors astray.

Most of the discussion around battery metals focuses on one element: lithium. Some investors have made money on it.

But that market seems to be on the downtrend, as you can see in the chart of one of the world’s largest lithium producers:

Shares of Sociedad Química y Minera de Chile (NYSE: SQM) soared in 2016 and 2017 on fears of a lithium supply squeeze. But it turned out lithium isn’t rare. There’s a lot of it around.

And as its price soared, so did supply. Now SQM’s price is nearly back to 2016 levels.

While some lithium miners will do well in the future, we don’t think that’s the metal of choice right now.

We can invest in another metal today. Our investment there will be like setting the clock back on lithium.

Manufacturers use more of this metal in both the electric motors and the batteries in EVs.

I’m talking about copper.

The average EV motor needs more than a mile of copper wire. The battery pack of a Chevy Bolt needs another 72 pounds of copper, but only 18 pounds of lithium.

We see copper as the most important metal to invest in over the next five to 10 years. Unlike lithium, copper isn’t easy to find. It will be harder to ramp up copper supply — and the price will come up because of that.

Copper prices are around $2.65 per pound right now. The 10-year average price is over $3 per pound. It spiked as high as $4.63 per pound in the last 10 years.

We expect to see that high eclipsed as the EV market takes more and more of the copper supply.

And that’s just one catalyst that will make copper skyrocket. Its use in modern medicine is so prevalent, we call it the “anti-element.”

In Real Wealth Strategist, we’re recommending four brand-new copper plays. Click here now to learn more.

Good investing,

Matt Badiali

Editor, Real Wealth Strategist

 

 

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