To The Moon

You see, the subsidies from the Defense Production Act are worth $10,000 or more per car.

Manufacturers are desperate to get their hands on those subsidies. Because noncompliant manufacturers will have to charge $10,000 more for the same car.

Whichever manufacturer is the first to produce a 100% Made-in-the-USA EV will dominate the entire market.

And there’s simply no way that U.S. car manufacturers that don’t qualify for the credits can stay alive. So there’s nothing they won’t do to get their hands on U.S.-mined lithium.

Now, that includes outright purchasing lithium mines to keep competitors from snatching them up first. For example, General Motors has invested $650 million to develop a mine in Nevada.

It’s literal vertical integration—and it’s making lithium mines the hottest commodity on the market.

Even Chinese car manufacturers are stepping into the market themselves, upping competition for mines.

Over the next year, we’re going to watch the world’s biggest game of King of the Hill unfold—with the highest stakes.