And this is why at the beginning of the year the perfect...

And this is why at the beginning of the year the perfect investment combo , excluding cryptos, was to short Tesla and go long on lithium miners. A bit contradictory but it’s pure genius. I really don’t know what the battery or lithium future holds though, I personally think we will have an over suply in the early 2020’s. The number of explorers discovering lithium in Australia alone could mean demand could be met faster than expected.

Uranium on the other hand, that’s still the elephant in the room everyone is doing a great job at ignoring. But it will catch up to people soon. If coal is to be phased out, the continuation of intermittent renewable power, and battery storage density problems as you call it etc, then nuclear power will not only needed but also reconsidered, implemented, redeveloped and eventually teansformed to meet energy demand of future civilisations.

Forget EV’s, what about the people that don’t even have a steady source of electricity for their homes? Without energy, civilisations can’t evolve. I do hope all this hype leads to increased innovation in battery storage though. EV’s are just a very small part of a much larger picture.

Anyways, I’m on the uranium train now and am a firm believer prices will continue to rise through the months. An increase in uranium related stocks is confirmation of this.

GLTAH and DYOR