Tesla Rallies 70% in 2 Weeks... Is the Danger Over?

Dear Reader,

Tesla’s stock is now up more than 70% from its lows of $101/share back in early January. 

Some of that impressive recovery, no doubt, can be credited to the recent press attention garnered by last week’s announcement of a new gigafactory dedicated to the production of the much-anticipated Tesla Semi. 

Heavy trucking accounts for just 1% of the vehicles on the roads of the world but for more than 25% of global CO2 emissions, with North America and the U.S. in particular being heavily overrepresented. 

So when it comes to optics, deciding to build an all-electric, super-powerful, hyper-efficient semi seemed like a no-brainer for Tesla. 

The problem, when it comes to execution, is that the entire premise of EVs saving our collective hides by crushing the global carbon footprint is largely marketing… Smoke and mirrors supported by cherry-picked data and pushed through by the new world order’s marketing branch — the mainstream media. 

Any amount of due diligence reveals the logical impossibility of EVs saving much of anything, at least while the current energy framework continues to exist. 

It Was All a Lie… From the Start

The United States — which is second only to China in terms of carbon footprint — generates more than two-thirds of its energy by burning coal, oil, or natural gas. 

Nuclear, hydroelectric, and all the renewables put together account for just 30%. 

That means that regardless of what happens inside the truck’s machinery to propel it forward, fossil fuels are being burned to make it happen. 

Add to that fundamental flaw the fact that charging a semi to 70% takes half an hour, and the dream of an EV future for heavy trucking begins to look grim on multiple fronts. 

Unless legislatively prompted to do so, truckers are simply not going to switch to electric of their own volition. 

It’s too much change for too little payoff. 

But what if our national truck fleet had a truly carbon-free option without any of the inconvenience?

What if operators could continue to drive the trucks they already know and love, fuel them just as they have been for years, achieve similar torque and horsepower numbers on the road, but produce nothing aside from water vapor as a byproduct?

Would the average trucker be willing to make some basic modifications to his rig to be able to do all that?

Recently, a Massachusetts-based company called Amogy, headed up by four MIT graduates, recently did just that to prove a point.

The result was a truck that could store a similar amount of energy as a Tesla Semi but could be fully fueled at a standard-configuration pump in less than eight minutes. 

The Fuel of the Future Isn't Exactly New

What makes this all possible is a novel fuel that has seen sporadic usage in the past but remains largely overlooked by both the consumer and the commercial transportation industries.

During WWII, this fuel was used as a diesel alternative in Belgium. 

Twenty years later, NASA, in cooperation with the U.S. Air Force, used this same fuel to power the X-15 rocket plane to speed and altitude records that still stand to this day.

The fuel I’m talking about is ammonia, and though you may associate it more with household cleaners, its properties as a powerful energy source have long been known to the science and engineering worlds. 

Unfortunately, ammonia as a fuel has not taken off for a number of reasons. 

It's always been too expensive to produce and implement on a wide scale. 

The standard method of producing ammonia is also too dirty and energy-inefficient to make it worthwhile as an ecosystem saver.

What happened very recently to change all this is the advent of a production method that’s just as clean and efficient as ammonia fuel itself. 

A Single Innovation to Change the World?

Today, ammonia can be produced in the volumes necessary to begin to supply the demand of the heavy transportation industry.

Not just heavy trucking, but the heavy shipping sector as well, is now investigating ammonia as the primary fuel source for the next generation of ocean-going cargo and oil carriers. 

If history has anything to say about it, consumer transportation will follow suit. 

If that happens, you can say goodbye to Tesla and every other massively overinflated EV-maker that has staked its existence on the global transition to electron-driven economies. 

Because why bother buying a new car and waiting for the government to invest billions into infrastructure to make sure there are enough charging stations to supply billions of EVs worldwide?

Why bother with charge delay on a mass scale, which would require 10 times the number of charge stations as there are fuel pumps, just to keep up with demand?

Ammonia stands a very good chance of being the fuel of the future, and the big oil companies are taking notice. 

Shell, BP, Exxon, Saudi Aramco, and a slew of other oil empires are all quietly investing in ammonia research and production infrastructure.

Investors Have Been Slowly Buying Shares for Two Years Now

That should be a sign to you. 

Some of the savviest investors out there started their buying sometime in early 2021, but right now we could be reaching the proverbial inflection point — and I do apologize for using that term.

The potential here is so profound yet so overlooked that my colleague Keith Kohl, who runs our biggest investment community, Technology and Opportunity, believes it may be the single most important industrial trend to emerge since the advent of the internet. 

Ammonia fuel, not lithium-ion batteries, could well power the world by the end of the decade, and right now investors who will bank fortunes off this quiet revolution are placing their bets. 

Keith has found two ideal ways to invest in ammonia fuel, including one pure play that easily has 10x potential in the coming years. 

Don’t take my word for it, though. Keith’s put together a video presentation that lays it all out… The tech, the market, the company, and the stock’s prospects. 

It’s quick, easy to understand, and free to access. No registration required. 

Get instant access right here.

Fortune favors the bold,

Alex Koyfman

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His flagship service, Microcap Insider, provides market-beating insights into some of the fastest moving, highest profit-potential companies available for public trading on the U.S. and Canadian exchanges. With more than 5 years of track record to back it up, Microcap Insider is the choice for the growth-minded investor. Alex contributes his thoughts and insights regularly to Energy and Capital. To learn more about Alex, click here.