The other day, I revealed what might be the greatest opportunity in commodities we’ve seen in our lifetime. We stand on the precipice of a monumental shift, one of unprecedented proportions. This is the upcoming generational commodity bull market – a demand for metals like lithium, chromium, and graphite that’s barreling towards us at breakneck speed.

The kicker is this: We don’t have enough metals to do it. Nowhere near enough to pivot to clean energy on the scale envisioned – and hyped – by policymakers.

Consider the saga of the Thacker Pass lithium mine in Nevada. On paper, this colossal project, poised to be one of the world’s largest lithium mines, is a dazzling jewel in Biden’s clean energy plan. But on the ground, it’s a whole different story…

The $2.2 billion project is unearthing more than just lithium. It’s catalyzing a wave of protests from local communities who argue that the environmental costs are too steep. It’s a classic paradox: in our attempt to clean up our act, we’re inadvertently sullying our lands.

This dilemma illuminates the harsh truth: our reliance on oil and gas isn’t going away any time soon. As much as we’d like to envision a swift shift to a fossil fuel-free future, the reality is that the existing infrastructure and the challenges associated with metal extraction, coupled with soaring demand, mean our transition will be slower than most anticipate.

However, this doesn’t imply we should abandon our green aspirations. On the contrary, it underscores the need for a clear-eyed understanding of the complexities and contradictions in this transition.

Innovation will play a pivotal role here. I’m referring not just to new renewable energy technologies, but also to innovation in how we extract these metals, how we recycle them, and how we engage local communities in the process. The green revolution is not solely about science and technology – it’s equally about justice, equality, and respect for our planet and its inhabitants.

The journey to a green future is fraught with roadblocks and delays, and our tether to oil and gas isn’t going to snap instantly. But these challenges should fuel our determination to find solutions that strike a balance between our relentless demand for the hard commodities we need and our commitment to a cleaner, fairer world.

As the global population surges and nations worldwide strive for elevated living standards, the demand for hard commodities – from copper for home wiring to lithium for electric vehicles – is set to skyrocket.

This isn’t just about meeting everyday needs; we’re talking about a market that could soon be worth trillions of dollars. This is the looming reality as investments in green technologies escalate.

The time to capitalize on this is now, and we will seize it by happily scooping up any metal that isn’t tied down before the wave of demand becomes unmanageable.

To your wealth,




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