Do I really need a car with 1,000 more horse-power than my Corvette had? Probably not. But it’s a 4x4 beast that can handle the most pot-holed road in Puerto Rico, where I live.
Prototype Electric Car Could Give The Tesla Roadster A Run For Its Money
What’s matters to me as a speculator is that this shows the electric car business stepping up to the plate to deliver cars people want. SUVs, dune buggies, super-sleek roadsters, family sedans, mini vans, delivery trucks… It’s all coming—and much sooner than seemed possible a couple years ago.
And this is just one aspect of a torrent of headlines related to the new energy paradigm I’ve seen recently. Among many others, I saw:
- Fiat Chrysler Will Launch Over 30 EVs and Hybrids by 2022
- Electric Cars can now Charge on Sunlight Day and Night
- Cobalt Thrifting in EV Batteries Won’t Dent Price Any Time Soon
The key point here is that most industry analysts assume some sort of smooth curve when they project the percentage of electric cars on the roads in the future.
I’m starting to think that’s wrong.
Instead of some smooth curve ramping upwards, we may be about to see a sudden, sharp jolt upward.
This important because getting these projections right is essential for estimating supple imbalances in the minerals that make the new energy paradigm possible. In turn, that impacts prices of things we can speculate on.
Beautiful, powerful, comfortable, useful cars running on free energy is an idea whose time has come. Ideological or government pushing is no longer required. People want these products. They are the proverbial “better mouse trap.” It looks to me like demand is about to explode.
But it’s not just the cars, of course. There’s the shift into solar homes, industrial, and even municipal applications. For example, another headline close to home really caught my attention:
Most of these other stories within the new energy narrative are not getting the same level of analysis as the car sector is. I understand why; good data is still hard to come by. But that just means that the pressure under the coiled spring is already more than most estimates indicate. And it’s building rapidly—faster than most people realize.
My favorite way to play this remains the main energy minerals needed to make the batteries and solar panels. But not all of them. I like the ones facing structural supply issues: copper, cobalt, nickel, and silver.
Watch this space—and hold on to your hats!
