Keith Schaefer Blog | The Biggest Investment Theme In Energy For The Next 20 Years | Talkmarkets
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The Biggest Investment Theme In Energy For The Next 20 Years

Date: Tuesday, March 20, 2018 11:36 AM EDT

Energy storage will be one of The Biggest Investment Themes of the next 20 years. More and more power will come from wind and solar, and less and less from fossil fuels. The problem to solve is…how do you manage & integrate those intermittent power sources so they can run seamlessly 24/7/365?

The answer is energy storage; large-scale, utility-sized energy storage.

The French consulting firm Yole Développement estimates the "stationary storage" market could be a $13.5 billion opportunity by 2023, compared with less than $1 billion in 2015. That’s 1350% growth in eight years. I hope all my stocks do that. 

Here’s what Greentech Media thinks will happen to the energy storage market in the US:

(Click on image to enlarge)

As you can see, most of that is utility scale storage—the light blue.

Now, my job is to find my readers an investment in that theme in which they can potentially make a lot of money.

And I have found one for large scale energy storage—a unique company, but is using a proven technology that is rapidly being adopted around the world. It can store and deploy renewable energy for decades—with no power loss over time—and do it economically.

I can set this up for you very quickly:

When the world needed small energy storage--lithium and cobalt to store energy in cell phones etc—industry found new deposits and new processes to make it all economic. 

Junior public companies raced to develop new assets.

And I found some great investments there. In 2016 I focused readers on Lithium X (LIX-TSXv) at 45 cents—and within weeks it was $2.80.In 2017 I focused them on StandardLithium (SLL-TSXv) at 90 cents, and three months later it was $2.75.Also in 2017 I explained how First Cobalt (FCC-TSXv) at 50 cents could be in production quickly…and it tripled in short order. The point here is…my research pays off. 

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