ASI - Elon’s Chosen Ones
Revealed: The small group of Australian companies vying to become…

Chosen Ones

Why the world’s richest man is doing deals with tiny Aussie resource stocks

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Dear Fellow Investor,

Love him or hate him, you can’t deny that Elon Musk has a track record of making big, ballsy moves — and making some investors a fortune.

There’s Tesla — even after the recent market falls…it’s up 25,000% since its IPO.

It’s turned a small army of loyal fans into ‘Teslanaires’.

Then you have the really crazy stuff…

Buying Twitter.

Colonising Mars.

Building a subterranean ‘hyperloop’ beneath Los Angeles.

But now there’s something else…

Something that’s getting far less media airtime…

It involves a major new trend that’s been building since the pandemic.

It’s playing out all over the planet.

From the highest Himalayas to the bottom of the Pacific.

It could even spill ‘off-planet’ in the future too.

Tesla is a key player.

As is every major car company on the planet — as well the Australian, US, and British governments.

But most importantly, a small handful of ASX-listed companies are too.

In fact, some Aussie stocks have already gone absolutely nuts off the back of this…

[Don’t read them, but put gains on screen:] rising 600%...1,693%...even 8,723% since the pandemic.]

Well, it’s no secret that the number of electric vehicles on the road is set to explode.

Total EV sales doubled globally last year, helping turn Elon Musk into the richest man in the world.

And every sign suggests that growth is predicted to
ACCELERATE from here

Whether it’s the number of EVs on the road…


Or demand for the BATTERIES inside those cars…


Or the demand for the raw materials to make those batteries…


We’re on the cusp of demand for everything even
REMOTELY connected to EVs going parabolic

You can bet Elon Musk knows this. (And he has more than US$200 billion to his name as proof.)

But that’s precisely why he’s been quietly doing deals with tiny Aussie resource stocks. 

The growth of the EV market is so fast, it’s creating a big problem for firms like Tesla.

If Elon can’t find an answer it could even see the EV market stall out altogether.

You see, there’s a reason Tesla calls one of its most successful cars the Model T.

It’s pays tribute to the car that began it all — Henry Ford’s original Model T.

Ford’s car changed not just the transport industry or the economy…but life for everyone on the planet.

But it almost didn’t play out that way.

Ford had originally pursued the idea of an ELECTRIC car from the outset.

But ultimately, the experiment was a failure.

Ford dropped the idea and went ‘all in’ on gasoline-fuelled cars.

That decision would
change the fate of humanity

Ford’s decision helped make oil the world’s most valuable energy source.

And granted great wealth and power to anyone who could supply it.

The reason for that is obvious.

Oil is scarce.

But the emergence of EVs is flipping that on its head.

As the International Energy Agency recently declared, we’re shifting from a ‘fuel-intensive to a material-intensive energy system’.

When it comes to EVs, it’s not ENERGY that’s scarce…

It’s the MATERIALS inside them.

Specifically, in their batteries.

And that’s Elon
Musk’s big problem

Because while the world is set up to pump a lot of oil…it’s NOT ready to produce the epic quantities of minerals needed to produce all those EVs.

Take a look inside a typical EV battery and you’ll see why.

Packed inside is tens of kilos of lithium…

Cobalt…nickel… graphite… copper…and a hell of a lot of other stuff.

The amount of ore needed to produce all this stuff is mind-boggling.

And that’s to produce just ONE electric vehicle battery.

The exact quantities vary from battery to battery.

But the bigger story is the same everywhere.

We’re going to need vast quantities of battery minerals.

Elon Musk gets this.

And he’s been forced to take radical steps to try and solve the problem…

This is very likely to make some key ASX resource firms the hottest stocks on the market.

That’s why I want you to look past the tech-led carnage in the markets right now.

The inflationary recession and bear market will end.

And when it does, the move away from hydrocarbons and towards battery powered vehicles will turbocharge.

And the demand for the minerals to make them will skyrocket.

Because right now, no one knows where all these
minerals are going to come from

For instance, the EU Commission claims Europe alone will need 18-times more lithium by 2030…and 60-times more by 2050.

And if the world hits its ambitious EV targets…

Then by 2050, demand for lithium would be 280% of all known lithium on the planet.

And that’s just lithium. Demand for cobalt and graphite are set to rise in a very similar way.

Not to mention nickel.

The IEA predicts nickel demand to rise 19-fold by 2040.FTIR

Even the WHITE HOUSE is worried by this

A recent briefing predicted that:

Global demand for these critical materials is set to skyrocket by 400-600% over the next several decades.

For minerals such as lithium and graphite, demand will increase by even more — as much as 4,000 percent.

Of course, it doesn’t really matter whose numbers you look at…

I think it all leads — inevitably — to the same conclusion:

We’re going to have to go and look for a lot more of all this stuff.

Find it.

Mine it.

Refine it.

And we’re going to have to do it on a scale never seen before.

But that’s easier said than done.

The lithium market gave us a great example of this just last year.

Globally, EV sales doubled in 2021. In Australia, they tripled.

Yet the supply of lithium grew by just 32%.

That’s nowhere near enough.

Which is a big problem for Elon Musk, as he made clear last year:

There is no shortage of the element itself, as lithium is almost everywhere on Earth.

But pace of extraction/refinement is slow.

He’s right.

It’s going to take time.

And a LOT of money.

He tweeted Tesla could do something that once seemed totally implausible:

Tesla might actually have to get into the mining & refining directly at scale, unless costs improve.

Tesla to become a mining firm?

Sounds crazy.

But the fact Musk is even CONSIDERING it illustrates a key point.

This whole situation is an absolute nightmare for EV producers.

Almost every critical mineral carmakers need, is either in short supply…rocketing in price…or comes with huge political risks.

And that’s where Elon’s
‘Chosen One’ comes in

Elon Musk is doing the only thing he can: cutting deals DIRECTLY with resource companies.

Some of which are right here in Australia.

Like Liontown Resources…

It’s up more than 1,000% since 2020 thanks to being one of Elon’s ‘Chosen Ones’.

Or Piedmont Lithium, which was ‘chosen’ in 2020.

Investors had the chance to make more than six times their money in less than a month:


Check the chart — that turns a $5,000 stake into 30 grand (before costs and taxes).

Even the companies with the POTENTIAL to be a supplier to Tesla have been popping recently.

Just look at Vulcan Energy Resources…

It traded for just 17 cents in 2020.

Then soared to $15 last year — a 8,723% gain, as this chart shows:


In fact, while not every lithium stock is up, much of Australia’s lithium sector has gone bananas as this story has developed.

Just look at some of the price moves we saw between 2020 and March 2022:

AVZ — 2,490%
SYA — 3,733%
PLS — 2,192%
AZL — 4,900%
LKE — 7,945%
CXO — 9,284%
LTR — 3,985%
VUL — 6,713%
ESS — 500%
AGY — 1,553%
GLN — 1,445%

Now those are outsized gain. They weren’t risk-free either.

And it’s unlikely many investors caught those whole moves.

But they happened.

And they could happen again

That’s what this report is all about.

In a second, I’m going to tell you about the stocks that could be next.

In my book, they’re the smartest ways to play the rise of the EV market.


Because it doesn’t matter which EV company dominates the market in the next decade.

It could be Tesla continuing its meteoric rise.

It could be Ford with its new ‘Lightning’ electric truck.

Or it could be Mercedes…Audi…BMW… or even Renault all rushing to bring EVs to market.

Or it could be something totally left-field like Apple or Google, who are both rumoured to be developing a car.

Whoever wins, the tiny ASX companies you’ll hear
about in this letter could prosper

These firms hold the key to what Goldman Sachs calls ‘The Great Battery Race’.

Goldman analysts claim the quest to make cheaper and longer lasting EV batteries is ‘ready for primetime’.

That’s bang on.

Batteries are the key to the whole EV story.

The battery industry could ‘do for this century what oil did for the last’, according to Morgan Stanley.

As independent research firm McKinsey put it:

The battery market is taking off.

It is likely to grow into a massive industry within the next decade, creating thousands of jobs and serving as a national economic engine for decades to come.

Australia’s former Federal Resources Minister Keith Pitt put it like this:

There are expectations around the battery sector of an up to 100-fold increase in the next 10 years.

We’ll want to get as big a part of that into the Australian economy as possible.

And the companies I’ve pinpointed for you could play a key role in that growth.

They could be the next firm Elon Musk chooses to partner with…

Or they could do deals with OTHER EV firms…

Or they could just benefit from the wider race to secure EV minerals.


And that’s where
YOUR opportunity is

Our country is blessed with a big supply of the minerals that companies like Tesla need.

We’re the world’s biggest lithium exporter.

We’re the third-biggest cobalt producer.

Then you have manganese. Nickel. Rare earths.

We have them all.

And we’re a much more open, democratic, and stable place to do business than places like China or the Democratic Republic of the Congo.

That’s why many EV firms are now rushing to lock in deals with Australian companies with critical miners supply.

They don’t want to compete with a thousand other buyers to get what they need.

They’re going
straight to the source

Tesla is leading the charge.

Elon Musk’s firm has already signed exclusive supply deals for graphite:




It actually has TWO deals for nickel.

Volkswagen has followed suit.

At the end of 2021, it locked up five years’ worth of lithium supply in a deal with one Aussie producer.

It’s also secured nickel supply with a Brazilian miner after Elon Musk promised to hand out ‘giant contracts’ to any firm that could supply it.

But Tesla isn’t alone here.

This is an industry-wide trend

As Ford CEO Jim Farley put it:

Henry Ford was right. The most important thing is we vertically integrate.

The company intends to take control of its supply chains “all the way back to the mines.”  

Remember those words: ALL THE WAY BACK TO THE MINES.

It’s the same story wherever you look.

BMW has pledged US$335 million in a lithium supply deal with US firm Livent.

General Motors has done a cobalt deal with commodity giant Glencore.

I could go on.

The point is…

It’s spelling a big opportunity for
ASX-listed resource stocks

So, to quickly sum up, let me make this CRYSTAL clear:

Electric vehicle sales are on the cusp of exploding.

The key minerals to go inside those cars are in short supply.

Firms like Tesla are scrambling to get the resources they need.

Which puts a handful of ASX-listed resource stocks in an extremely lucrative position.

And Aussie investors are ALREADY cashing in.

The big question is:

Which stocks should YOU buy to play this story?

That’s what I’m here to share with you.

Three Aussie battery
stocks to buy

My name is Callum Newman, by the way.

I’m a stock investor, trader, and writer for The Daily Reckoning Australia, a free daily e-letter followed by tens of thousands of investors.

I also write a monthly investment letter called Australian Small-Cap Investigator.

My job is to tell Australian investors about stocks I think have a shot at being the next ASX superstar…while they’re still trading for cents on the dollar.

I’ve been investigating the small cap space for years.

In December 2018, for example, I recommended a stock called Chalice Gold Mining.

You never know what the world will deliver. All you can do is place your bets as best you can…and roll the dice.

Anyone who did so on Chalice — and held on — had a shot at a life changing return.

In March 2020 Chalice hit one of the biggest greenfield mineral discoveries in twenty years…about an hour outside Perth.

The stock soared from 12 cents in 2018 to nearly $10 to November 2021.

That’s a 7,938% return!

One subscriber who DID buy Chalice told me he turned $3,000 into $194,000.

What an amazing example of the potential in small cap stocks… and it’s this potential I try my hardest to bring readers of Australian Small Cap Investigator.

Of course, gains like that are rare — really rare.

The trick is to try and increase those odds.

I believe you will beat those odds in the companies competing in the ‘Battery Arms Race’.

In my view, they could be among the NEXT superstar performers.

Now, It’s taken a long time.

But I reckon I’m onto something…

You can snap up these ASX stocks
for less than a dollar right now…

I think there are two ways of playing this story…

You can follow the Twitter and Telegram crowd, rushing madly into anything vaguely related to the lithium industry.

I see a lot of people doing this.

It’s madness, in my view.

Sure, some of those speccy little lithium stocks have gone to the Moon…

But a lot of them have crashed right back down to Earth after.

It all just seems like rabid speculation to me.

But there is another way…a smarter way, in my book…a way that I reckon gives you a better shot at actually growing your wealth long term.

I can sum it up in three words:

Think like Elon

He might be a risk-taker.

And he’s not afraid to do things other people would consider mad.

But like it or not, Elon Musk has a long-term vision — and he’s bringing it to life. 

He’s built one of the most iconic and successful businesses in the sector. He’s helped a lot of his shareholders make a ton of money.

And he thinks like a business owner, not a gambler.

That’s how I reckon WE need to be thinking too.

Imagine sitting at Elon Musk’s desk.

You’ve got this huge headache.

You know EV sales are set to explode.

But to tap into that demand, you need vast amounts of raw materials that are getting harder to source and more expensive by the day.

So who do you partner with?

Some two-cent company that’s just added ‘lithium’ to its name to pump its share price up?

No way.

You’d want to deal with smart, proven management teams…with real resource potential…and at the very best value you can find.

And those are the kind of stocks I set out to find.

Since 2020, practically every working day I’ve read something related not just to the lithium market but the entire EV supply chain — the works. It’s been the biggest investment story the whole time, at least in my opinion!

I’ve found three super
compelling ways in

Their shares trade for less than a buck.

They’re small-cap stocks. They’re risky. Volatile too.

If things don’t go your way, you can lose some or even ALL your investment.

If things DO go well, you could have a real shot at some monster profits.

That’s the trade-off.

I want to be really clear about that.

You should only ever buy stocks like these with money you can afford to lose if things go wrong. This is the stock market. There are no guarantees.

That said, I think the potential here makes these stocks well worth a swing.

Here’s why:

STOCK #1: Australia’s ‘hidden’ lithium play?

My first pick could be in the next wave of big Aussie lithium and nickel plays.

It owns a 50% lease in a gold mine in Western Australia.

In fact, once this operation comes onstream it’s expected to pump out 100,000 ounces a year, for an initial eight years.

So naturally, the market is treating it as a straight up gold play.

And on the surface, that makes sense.

But I like to dig deeper than that.

See, the gold mine is just ‘phase one’ of this company’s plan.

Once it’s up and running and selling gold on the market, it’s going to plough that cash into developing its OTHER resources.

Which could include lithium, nickel, and iron ore.

It’s a shrewd strategy.

And I’d expect nothing less, given this company is backed by two highly experienced resource men… who cashed out of a major mining play for half a billion dollars back in 2010.

Not only that, this company has partnered up with a major Aussie lithium producer to help it develop its resource.

I reckon what we’re looking at here is simple:

A potential future EV mineral superstar…

A world-class team of resource experts behind it…

Trading at a very compelling valuation…

And with nearly a million ounces of GOLD thrown into the mix too.

In other words…

It’s EXACTLY the kind of company that
 could become one of Elon’s chosen ones

I could be wrong, of course.

There are no guarantees.

But what I love about this opportunity, is there are MULTIPLE ways it could play out profitably.

  1. It could hit the jackpot with Tesla.
  2. It could secure a lucrative deal with another EV company (there are plenty around these days).
  3. Or it could simply benefit from rising demand for critical EV minerals.

That gives us three ways to potentially profit here.

I’ve compiled all my research on this stock into a new investor briefing called ‘Three Unknown Aussie Stocks at the Heart of the Battery Arms Race’.

It contains everything you need to decide if you want to make your move.

You’ll find my full rationale, the name and ticker of the stock, the price I suggest you buy up to, the risks involved, and the full potential of the story.

I’ll gladly send you a private password-protected briefing today. You can find details on how to grab yours on the link below this screen.

But first, let me tell you about the second stock you’ll read about…

STOCK #2: This company could solve one of
Elon’s biggest headaches

Please mine more nickel.

Those were Elon Musk’s words on an earnings call back in 2020.

He was worried.

And rightly so.

Nickel helps makes batteries more energy-dense. That means they can go longer on a single charge.

Which is crucial if EVs are ever going to seriously outmuscle the traditional gas guzzler.

So Musk didn’t mince his words:

Tesla will give you a giant contract for a long period of time if you mine nickel efficiently and in an environmentally sensitive way.

And while there HAS been some progress since then…

It’s been nowhere near enough.

And it’s a big headache if nickel forms a big part of your business plans.
That’s where my second pick comes in.

It’s not mining nickel — it’s doing something that’s much more valuable.

See, nickel isn’t just used in batteries in its ‘raw’ form.

It has to be processed.

We’re talking about turning raw materials into the crucial CHEMICALS that actually go into those all-important batteries.

That’s precisely what
this sub-20-cent stock is going to do

It’s building out an entire operation from scratch to supply battery firms directly.

It’s not operational yet.

But get in now and the next two or three years could be very profitable.

The early signs look good.

In fact, it already has deals with LG Energy Solutions and Samsung SDI.

These are major players in the global battery space.

LG Energy alone already supplies batteries to Tesla, General Motors, and Volkswagen.

It works with NASA too.

And it’s in the process of opening a monster battery factory for GM as we speak.

And BOTH of these battery giants have signed offtake agreements with my second play.

This firm has impeccable green credentials as well.

It’s entire project is actually carbon NEGATIVE.

And here’s the real kicker…

Its nickel project was valued at just under a billion dollars back in 2019.

Since then, the price of nickel has trebled.

That makes this a very, very compelling proposition.

Now this is a tiny stock.

It’s risky. It’s volatile. And it’s going to need to raise a lot more cash to bring its project onstream.

But the fact that two major battery players have already partnered with it gives me a lot of confidence.

There are no guarantees, but I think we could be onto a belter here.

Oh, and the company has already received conditional support from both the Australian and the South Korean governments.

So I’m not the only one getting excited about the potential.

Want in?

Just grab your copy of ‘Three Unknown Aussie Stocks at the Heart of the Battery Arms Race’.

All my research is waiting for you on the link the below.

And this report is yours to keep when you become a subscriber to Australian Small-Cap Investigator.

If you’re as excited as I am about the opportunities I’ve been sharing, I think you’ll love what we do.

See, we don’t publish Australian Small-Cap Investigator for hedge fund managers or professional analysts (though, I bet we have a fair few reading it on the sly!).

It’s for private investors who want to speculate on small stocks and have a shot at turning a ‘grubstake’ into a whole lot more.

I’m hoping that’s you.

If I’m right, I have a
proposition for you

A very compelling one, I hope.

I’d like you to try Australian Small-Cap Investigator for yourself.

Let’s face it, I can tell you how excited we are about the stocks I’ve found until I’m blue in the face.

But it’s not what I think that matters…

It’s what YOU think.

Only you can decide if my research is as good as I say.

And to make that call, you need to try it out.

...So here’s what I propose.

Give Australian Small-Cap Investigator a try today. The second you become a member, you’ll get access to the report I’ve been telling you about: ‘Three Unknown Aussie Stocks at the Heart of the Battery Arms Race’.

This report contains everything you need to know to buy these stocks. It’s all there for you. All our research. Our analysis. The risks, the potential rewards, everything.

This report is yours, right off the bat.

And you’ll also get instant access to a number of other reports, including:

Fat Tail Investment Research Investor Starter Guide’. This report walks you through how to buy and sell a share. So if you’re new to all this, it’ll be highly valuable.

Not only that, you’ll get a new issue of Australian Small-Cap Investigator every month, each with a new recommendation.

Once I tip a stock, it’ll enter our portfolio. I’ll keep you up to date on it. I’ll do all the legwork. And I’ll tell you whether it’s a buy, sell, or hold.

I’ll be there every step of the way. When it’s time to sell — to take profits or cut losses — I’ll be in touch to tell you what to do. My mission is to make small-cap investing as simple and profitable as can be.

And don’t worry about the cost.

A one-year subscription, including everything I just mentioned, plus 12 monthly issues — each with a new stock opportunity — usually comes to $199.

Scroll down, click the button at the bottom of this page, and you’ll pay just $139 for an entire year.

Why so cheap?

Well, to be honest, our business really only works if our subscribers stick with us for the long term. But we realise you've got to try our work first, to see if it’s right for you.

So that $139 subscription fee is fully refundable for the next 30 days.

If you decide for any reason my work is not right for you, just let me know and I’ll refund the subscription cost.

You can keep everything you’ve received.

To take advantage of this offer now, just click this link and get started (you’ll be taken to a new webpage… where you can start your discounted subscription).

I reckon you’ll like what you see on the inside...


Because NOTHING beats the thrill of finding the
next superstar stock long before the
rest of the market catches on

It’s pretty addictive.

You’ll hear about great little companies doing new and unusual things in the pages of Australian Small-Cap Investigator

You can take a stake in any recommendation you like… using capital set aside for high-risk, high-reward situations… it’s always up to you.

Then you wait…watch…and see what happens.

Usually we’re waiting for a set of results, a product launch, a big new partnership — anything that makes the market ‘wake up’ to what’s going on.

Other times it’s less clear-cut.

Either way, we want to find stocks that could become tomorrow’s household names — and buy them early.

It’s simple. It’s great fun. And when it comes off, it’s like no other feeling.

Of course, I wouldn’t be doing my job properly if I didn’t tell you about the risks too.

Risk is part of investing. Small caps are higher risk than many companies.

That’s the trade-off.

You take the risk of losing some or all of your investment. But you know if things go well, you have the chance to make a lot of money.


STOCK #3: This 40-cent tiddler has doubled its
profits for two years straight

My third battery arms race play is a little different to the other two.

It’s not a play on the ‘resource’ side of this story.

It’s plugged into the EV sector in a much more direct way: it actually SELLS EVs.

And it’s one of the fastest-growing stocks on my radar.

It has doubled its profit over the past two years.

And that growth seems set to continue.

In the first quarter of 2022, its sales grew 36%.

It already distributes its vehicles in 61 countries. And it’s also in talks to expand into the US, India, and Indonesia.

I saw one analyst claim it is trading for 96% BELOW its fair value.

This is as good as it gets in the small-cap space. A fast-growing, profitable business trading for cents on the dollar.

That’s no guarantee it’ll rise from here.

But if you want to own a fast-growing EV company at what looks to be a bargain price, I reckon this could be your best bet.

Again, you’ll find all the details you need to make your move in the briefing I told you about earlier: ‘Three Unknown Aussie Stocks at the Heart of the Battery Arms Race’.

It’s yours the second you become an Australian Small-Cap Investigator subscriber.

Decision time

Think back to what you’ve seen today.

The number of EVs on the road is expanding week by week.

But that comes with big ‘materials’ challenges.

For companies like Tesla, securing supplies of stuff like lithium, cobalt, nickel, and manganese is a major headache.

Which is why big EV companies are choosing to partner up with select resource stocks — many of them listed here in Australia — to help solve their problems.

That’s creating big opportunity for the whole sector, as you’ve seen.

I’ve laid my case out in black and white for you.

But I can only go so far.

If you want to get the details of the three stocks I’ve told you about, plus future Australian Small-Cap Investigator recommendations, then your next step is simple:

Click right here and join me at Australian Small-Cap Investigator.

You’ll be in great company…

Alongside current readers, like MM, who wrote in to say:

What I really like is learning about new start up Australian companies.

I have always believed that Australians are amongst the smartest and most entrepreneurial people in the world. I knew nothing about shares when I started. With the help of your Company, and regular reading about companies in the newspapers and magazines I have learnt a lot since I retired.

Your wise advice over every trade I have followed, do not invest more that you can afford to lose.

And some people just enjoy the kinds of returns we’ve been able to help them make:

Great service and I have had some excellent results. Up 968% on WSP (still holding) and made 93% on Z1P.


I sold recently half of recommended stocks with about 610% gain.


Many of my big gains over last five years have come from small cap stocks. Pointsbet has gained me 181% on selling half. Balance showing 189.5% now.


This is your chance to join our group of small-cap investors.

I can guarantee you a very warm welcome from myself and the rest of the team.

And if I’m right, there’s a huge opportunity on the table for you.

Just click here to take it.


Callum Newman Signature

Callum Newman,
Editor, Australian Small-Cap Investigator

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PS: It’s not just companies rushing to secure their supply of critical minerals either.

Entire countries are waking up to the fact they NEED to secure access as a matter of national security.

We’ve seen this before, of course.

In the 19th century, two great world empires — the British and Russians — rushed to tap the resources of Central Asia.

It’s known to history as ‘The Great Game’ — a decade-long clash of great powers for key resources.

And there’s an echo of that era in the mad scramble for battery minerals.

Almost every major nation on the planet now has a strategic plan for securing these minerals.

Australia’s critical minerals strategy is as straightforward as can be (this is a direct quote from the government’s plan):

By 2030, Australia is a global critical minerals powerhouse. We are integral to international critical minerals supply chains and technologies crucial to the global economy.

But like I said, we’re lucky.

We have the resources the rest of the world needs.

Overseas, things are going to get a lot more desperate…

The US is already reviewing its vulnerabilities in critical mineral and material supply chains...and President Biden has invoked the Second World War’s Defense Production Act in an attempt to fix the situation.

The UK is planning to form a ‘Critical Minerals Intelligence Centre’ in London as part of its plans.

Japan, South Korea, and the EU are all reviewing their strategic plans too.

And it’s no surprise.

Some countries have stockpiles so threadbare they’d run out in 50–100 days in a supply shock. 

The more you look, the more the pieces of the puzzle seem to slot into place.

Companies. Whole industries. Entire NATIONS. They’re all waking up to the importance of these minerals.

And that all spells big opportunity, if you’re decisive.

Hit this link to get my three top ways to play this story right away.

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(1) Represented by the S&P/ASX Small Ordinaries Price Index.
(2) Represented by the S&P/ASX 200 Price Index.