Legacy Research Group

In 2017, President Trump signed an executive order to secure the supply of 35 critical metals and minerals.

These are crucial for tech trends such as electric vehicles and renewable energy.

The U.S. military can’t function without them.

And right now, more than half their supply comes from China…

In this week’s video update, host Tom Beal and I discuss why these critical metals and minerals need to be on your radar as an investor.

You’ll see how some Legacy readers are already making triple-digit profits on the companies that mine for them.

And I’ll pass on the name and ticker symbol of one easy way to get exposure.

It’s all in your Weekly Pulse video update at the top of the page.

Regards,

Chris Lowe
Editor, The Daily Cut and Legacy Inner Circle

Transcript

Tom Beal: There are several tech metals in high demand for new technology, such as electric vehicles, cell phones, and military equipment.

And you can use them to help you grow and protect your portfolio and wealth.

That’s what we’re going to be talking about today on The Weekly Pulse, where we break down the biggest wealth growth story of the week.

My name is Tom Beal, your host. I’m here today with the editor of Legacy Inner Circle, Chris Lowe.

Chris, how do we kick off today’s conversation?

Chris Lowe: Today I want to shine a spotlight on a market megatrend that our commodities investing expert, Dave Forest, calls “tech metals.”

A lot of folks haven’t heard of them. But they’re the metals and minerals – such as lithium, cobalt, and tellurium – that are critical to our high-tech economy… and, ultimately, to national security.

That’s because they’re vital to a range of industries, including electric vehicles, or EVs.

They go into the EVs’ rechargeable batteries. They’re effectively the engines of every Tesla and other EV on the road.

And they’re critical to renewable power sources, such as wind and solar.

They’re also critical to high-end military tech. They go into fighter jet engines. They go into drones and night-vision goggles.

So this is something that’s not only critical to the civilian economy. It’s also critical to the military economy.

In December 2017, President Trump saw the need for the U.S. to have these metals. He drew up a list of 35 of them that he believed needed to be mined in the U.S.

This week, on Capitol Hill, we see more focus on these metals. It’s part of the bipartisan infrastructure bill you probably heard about on the news.

It has provisions in its current form that will boost the supply of these metals and minerals in the U.S.

This shows how important tech metals are to our economy.

I want to focus the spotlight on them today. And I want to do three things…

First, I want to remind folks why this market megatrend needs to be on their radars.

Then, we’ll have a look at some of the stunning gains Legacy readers are already making on these critical metals.

And finally, we’ll look at a very easy, one-click way to play this market megatrend.

At the end of the video, I’ll pass on the name and ticker symbol of a very easy way you can do that.

Tom: This is very powerful. It’s a huge trend that’s only going in one direction. And this is one of the key ingredients in this trend.

If you can benefit from that key ingredient, which is a resource that has to be mined and found, it could be something big.

I’m excited to hear more…

Chris: I find it fascinating, because technology often seems like the opposite of the mining business.

Your iPhone, your computer, all these flashy technologies like Zoom, which we’re talking right now over… As you say, they all need us to dig metals and minerals out of the ground.

The high-end magnets in wind turbines need tech metals.

Batteries for electric vehicles need lithium and cobalt.

Solar cells need that thing called tellurium, which I mentioned earlier.

Even the fiber-optic cables that are carrying this conversation need these metals and minerals.

One of them is called rhenium, and it’s needed to make lead-free gasoline.

Without them, our modern economy would basically screech to a halt – and so would the U.S. military machine.

That’s why Trump got so concerned about this, back in 2017.

The U.S. imports half of the minerals and metals that Trump designated critical for U.S. national security.

And most of them come from China. China has 80% of the supply of them.

This is just a crazy situation. As you and everyone watching this will know, relations between the U.S. and China aren’t so great these days.

We’ve had a trade war. And we’ve had a lot of dangerous rhetoric coming out of China, in relation to military clashes with the U.S. and its neighbors.

This is critical. A lot of people don’t have this high enough on their radar. They don’t see the opportunity here. And it’s only going to get worse.

Over the past decade, demand for these metals has gone up 50% – and that’s just the demand from renewable fuel sources.

And as we start to use more tech… as this energy transition happens from fossil fuels to renewable sources, like wind and solar… that demand is just going to keep increasing.

That’s why tech metals are so important – and why Dave has been digging into this trend and scoring some very big wins for his readers.

Tom: You mentioned the U.S. military-industrial complex. That’s a huge ship in motion. And it’s not going to get less funding. It’s going to get more funding – especially with the issues of China and some other countries that have been in the news.

I hadn’t heard of any of those metals. This is out of my realm. But now, it’s on my radar.

This is very powerful. I’ll make a note and do some research.

Chris: I think I’m going to get you even more interested now.

I’m going to go through some of the gains that Dave closed out for his readers of our International Speculator advisory in 2019.

These are all stocks of companies that mine or explore for these metals.

Dave closed out a gain of 104% on Lynas Corporation (LYSDY). It’s an Australian tech metals mining company.

He then closed out a gain of 187% on Azimut Exploration (AZM-V). It’s exploring for tech metals in Canada.

And he closed out a 241% gain on a company called Jervois Mining (JRV-V), which is on track to open the only cobalt mine in the U.S.

Cobalt is one of the metals that goes into the rechargeable batteries in electric vehicles.

Cobalt also goes into things called superalloys. Those are the metals used in jet engines. They can reach temperatures of 2,500 Fahrenheit.

You can’t put just any metal into a jet engine. It has to be these super alloys. You need cobalt. And at the moment, there just isn’t the supply of cobalt necessary in the U.S.

That’s a brief overview of the gains our readers have already had access to.

One very easy way to get exposure is something called the Global X Lithium & Battery Tech ETF. That’s under the ticker LIT.

It’s up more than 200% since December 2017. That’s when President Trump planted the flag and said, “These metals and minerals are critical. We need them.”

That kicked off a boom.

It’s a huge gain. I believe it’s only going to keep climbing, and so does Dave Forest.

As we start to see more demand for these metals with the need for renewable energy, this will keep on going.

If you want exposure to technology, but you already own a lot of tech stocks, this is a commodities angle on the tech boom.

It has already given readers the chance for triple-digit gains. And I think it’s a very good addition to a portfolio right now.

Tom: Absolutely. It’s on my radar now, and it’s on your radar too.

Thanks for bringing it to the attention of me and the viewers here at The Weekly Pulse. It’s now up to us to follow through on what you just showed us. Thanks, Chris.

Chris: Thanks, Tom.

Not yet a Legacy Inner Circle member? Join here.