This Energy Tech Could Make Early Investors Millionaires

This Energy Tech Could Make Early Investors Millionaires

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the core concern is that electricity costs  will continue to rise The increased demand   for energy has many major players making some  huge investments in a long-term solution to   the energy crisis The sheer amount of cooperation  that is happening in Washington around it Energy   economist Garrett Baldwin has uncovered  a new area of energy development that's   being supported by some of the biggest names  in investing Google has been involved with that   project and they are signing a deal right now  with Shell Energy Bill Gates involved Buffett   is an early adopter in this And be sure to  watch until the end of the video where he   will also share the names of three unique  energy plays just for our retail investors   I think it's very important right now for  investors to start to educate themselves   on these types of alternative asset classes and  these alternative companies It's a full look at   how retail investors can truly take advantage of  this boom in new energy development Let's dive in Garrett so great to have you on the show today  talking about an important topic that's really   been in the headlines since late last year and  that's energy and the need for more energy This   isn't a new story but what you're going to  share with us today is new We'll get to that   in just a little bit but I think I'd love to  hear your perspective on why energy is such   a big investment opportunity right now At the  end of the day energy in the United States is   the backbone of our entire ecosystem So it's  interesting to look in the energy sector right   now And if you look upstream particularly in  Russell 2000 stocks there are 40 companies   in the Russell 2000 and energy right now that are  trading for less than their book value which means   less than the sum of their parts And meanwhile  you have all of these other technology stocks AI   digital infrastructure that need energy and yet  they're trading at these incredible valuations   So as we look at this there's a massive disconnect  between the energy that is needed and the AI that   needs that support from the energy sector And over  time we're going to see not only a rotation but   also an increasing focus on new technologies  that hopefully bring down the cost of energy   in the United States that would actually make our  manufacturing sector far more competitive in the   global environment Yeah And I think that's exactly  why we're seeing such huge investments from these   massive tech companies and government leaders too  all investing into new energy developments right   now I know you are going to share one new area  of energy development that a lot of these people   are investing in that no one else is really  talking about yet I'm excited to share that   with our viewers But before we dive into that  a little bit more I just want you to talk about   some more context into why now Why are we seeing  so many headlines about energy right now and so   much investment including the potential for a $13  trillion investment into new energy developments   At the end of the day electricity is the backbone  of America the backbone of civilization And as AI   continues to expand and our demographics continue  to expand the core concern is that electricity   costs will continue to rise Electricity since  the 1970s has outpaced in terms of cost the   uh the consumer price index Energy is the in major  input for virtually everything in manufacturing   And every every now and then you know you pay  attention you watch the news and you see people   griping and complaining about their increasing  energy costs It's consumptionbased It's a supply   and demand concern here in the United States from  an economic perspective But in addition to that   there is significant upswings in the demand  due to the incredible increase in artificial   intelligence robotics automation and the digital  training So it's very important that we identify   really an all hands-on deck approach to energy And  that's why I'm excited to talk about this new form   of technology that's going on out in the West  right now that really could disrupt and change   things and help bring a lot of manufacturing  back to the United States over the next decade   This new discovery that you have is so interesting  I watched your full report and it's fascinating to   see the impact that this could have We are going  to tell you how you can get a full look at that   report too But Garrett why don't you just dive  into what exactly you are looking into as this new   form of energy that could really be a gamecher  Well it's interesting because this technology   has been around for 40 years but it hasn't been  enhanced in the way that we have witnessed in the   last 5 to 10 years So by trade I'm a journalist  but I'm also an energy economist having spent uh   about 20 years in the commodity space and what's  unique about this kind of looking through what's   happening in nuclear looking at pipelines in the  Peran Basin I've traveled all around the world I I   own a B part of a battery company up in Finland  I travel to the the Peran Basin on a regular   basis to look at different technologies to help  support AI And interestingly enough I was watching   uh a couple of reports out west in a trade  magazine of all places and I saw that there   were a lot of land auctions being done by the  Bureau of Land Management So that was a little   curious What would what would energy have to  do with land out in out in the west in Utah and   Nevada And I ran a freedom of information report  and got some information back And once I saw that   I had to take a team out west get go out to Utah  flew into Salt Lake City drove three and a half   hours south to the middle of the Black Desert in  Utah Uh very hot uh very windy But as we drove   down this long winding path this dirt road that  ultimately leads us to these massive wind farms we   get to this little tiny installation in the middle  of nowhere And it's fascinating because there's   people running all around construction workers  and it looks like they're working on some sort   of dock or working on some sort of maybe even like  a launchpad to try to shoot something up into the   stratosphere And the closer and closer you get you  think that it's this massive energy project that   they're working on when in reality it's this very  tiny platform that's maybe the size of a football   field and it is drilling 5,000 ft into the earth  to harvest a technology that had been effectively   discovered and accelerated by different people  at Stanford University over the last 20 years The   technology is called enhanced geothermal systems  And traditionally in geothermal we have looked   at places like California or Iceland where you are  relying on tectonic plates in order to harvest and   and generate electricity The bulk of Iceland's  electrical grid operates on geothermal The big   problem unfortunately with geothermal is you have  to be in these areas Well a while ago scientists   said "What if we were able to take existing  energy infrastructure or pipelines and push   them down into the earth to find superheated rock  and then by doing that push water down into the   superheated rock and then create steam and then  drive that steam back up to the earth and that is   a effectively a closedlooped system that produces  electricity and it is completely carbon-f free   It can generate massive amounts of electricity and  if this one little installation that we looked at   potentially has the capacity to generate enough  electricity just at that location to power all   of the homes in a city the size of Los Angeles  or Chicago Wow that's an incredible impact But   are there more in the works kind of what are some  of the plans that we are seeing right now in the   US for implementing this new kind of electricity  So the leading company in this is a small little   company called FVO Energy and a lot of people  hadn't heard of it before where it took me some   time to really recognize what they were doing but  the CEO of the company comes from the drilling   space you know looking down in the Peran Basin  These guys have gone thousands of miles down into   the ground and they started to evaluate this type  of technology They built one project that was out   in Nevada Uh Google has been involved with that  project for about a year and a half I believe   and they are signing a deal right now with Shell  Energy to provide electricity to the West Coast   What's interesting about this is there's very few  hot spots around the world that are as dense for   heat electricity to to generate electricity from  hot rock about 3 to 4,000 uh um feet down What's   interesting about this is pretty much the entire  western part of uh the United States is optimal   for this type of technology So we're seeing this  in Utah we're seeing it in Nevada We're starting   to see a couple of projects test projects that  will come back to the East Coast at some point But   what's interesting about this project especially  is the sheer amount of cooperation that is   happening in Washington around it So we already  know that the Trump administration is already   pushing away from wind and solar And there's good  reason for that Wind and solar is intermittent We   don't know when the sun's going to shine and the  wind doesn't always blow And one of the other   problems with that is you need a massive amount  of battery capacity to store that electricity to   provide stability to the grid What's interesting  about this is that it provides power 24 hours a   day seven days a week because it is on that closed  loop system And over time the batteries will be   built within the installation Once that battery  power is installed it can then be effectively   outsourced very to a very close uh AI data center  or manufacturing hub So you're going to see the   increase in this over the coming years But what  as I was noting there's a significant amount of   collaboration around this Chris Wright who was  the current Department of Energy Secretary He   was an inh the CEO of a company called Liberty  Energy They were a company that was involved   with FVO very early In addition to that you have  a handful of drilling companies You also have uh   individual players like Google and Meta who were  involved in this Obviously very environmentally   conscious companies And then you have groups like  Bill Gates involved Uh Bill G Bill Gates's energy   environmental group uh also Tommy Styer a major  environmental uh advocate over the last couple of   years You're seeing cooperation both on the left  and the right On the right it's viewed as a way   to produce all American energy You can utilize a  lot of the existing drilling uh capacity that has   been done in the Perian abandoned wells that can  be ultimately turned into geothermal pipelines to   ultimately produce power And then because it  has absolutely no carbon footprint obviously   the individuals on the left and the environmental  groups like that type of a technology as well I   think what's really interesting about this is all  of the big players are talking about this You've   got government entities talking about this You've  got really large corporations talking about this   but it's not something you're seeing in headlines  right now It's not something retail investors are   buzzing about Why are nobody really talking about  this yet Is it just because it's so early It can   be because it's early but you have to keep in mind  there are companies that have already been in this   uh area of technology for years Orat for examples  Ormet Technologies Berkshire Hathaway has had a   uh has run geothermal plants They own lithium  extraction through uh Terithium They have   utilities that are connected to this through  Pacific Corp And Buffett is an early adopter in   this It's a very interesting circle of how Buffett  has been involved in the infrastructure investment   out west utilizing companies like accidental and  with their carbon credits down in in Texas and   then a lot of investment in the banks in Japan  which ultimately have manufacturing arms that   are shipping turbines home So we're seeing early  adopters already taking hold on this I think that   one of the major reasons has little to do with  the fact that it's a technological issue I think   it really has more to do with just general noise  in the in the existing uh financial markets We   have a lot of trade issues going on right now We  have a lot of concerns about what's going to be   happening in the future with valuations concerns  about Japan concerns about the US debt markets So   when that happens these types of things can slide  under the radar And a very good example of this in   2008 the US shale boom began And it began in the  US financial crisis Not a lot of people remember   that It took years for people to catch on that all  of the early adopters had already made moves and   by the time that the US retail investors really  got involved in 2013 2014 it was too late then we   had that significant draw down in oil capac uh  oil production here in the United States and a   lot of investors lost money as a result of that so  we're in this early adoption phase the expectation   is that this will ramp up in the coming two to  three years and then that is where this obviously   becomes a headline story potential potentially  on barren We start to see a lot more speculation   integration with oil companies integration  with pipeline companies integration with   AI data center companies and then by that point  the early adopters have made their handsome sum   and they look to sell to investors who are just  learning about it Uh all of these things happening   like you said before the big headlines break on  this new technology and that is where investors   can make the real money I know you're going to  share with our viewers here today three companies   that you can invest in right now that are also a  part of kind of the early phases of getting this   geothermal energy to the US But I also want you  to talk about your report where you really have   the best opportunities that you share It's just  for those people who sign up for this report   What investment opportunities could people find by  going to visit your report and signing up for the   commodity super cycles newsletter Absolutely Well  again you want to make sure that you are part of   the early adopters So who are the companies right  now that are sliding under the radar that people   don't know We've dug dug very very deep into this  dug into different organizations that have really   first mover advantage in this space Secondly  we're focusing on the energy companies that were   both investors but also would benefit from the  technology So remember you have lots of drillers   here in the United States The question is which  ones are positioned the best to adopt geothermal   tomorrow within the energy upstream production  area you have a lot of potential infrastructure   that has been abandoned That infrastructure  can be repurposed for the case of just bringing   bringing in this tech these types of technologies  refurbishing the existing infrastructure and then   getting to work and turning this into clean energy  that can be utilized for the US economy quickly So   we have focused on the companies that are in the  oil and gas services industry and the companies   who can adopt this technology right now at the oil  production in the upstream In addition to that we   look for those diversified players who are kind of  the pick and shovel players the ones who are going   to help build the infrastructure the ones who are  going to benefit from effectively think Nvidia   you know selling chips into the massive AI world  Think of the players who are going to be helping   to build this new geothermal infrastructure  across the United States as it takes wind   over the next 10 years Garrett so much potential  in this sector and I know you have done all of   the research If you would like to take a look  at the companies that Garrett is talking about   you'll have to sign up for Commodity Super Cycles  It's his newsletter where he shares the tickers   of the three really big potential movers in this  new sector You can scan the QR code or click the   link in the description of this video to get that  report Limitless Energy right now and that's where   you can find those really big potential movers  that he's talking about I want to leave you with   some companies that you can look into today as an  investor in the energy space And so Garrett has   agreed to share three other names that him and  his team at Commodity Supercycles have looked   into as really interesting and big plays in the  energy field right now So Garrett go ahead and   share the name of that first company that you're  sharing with just our viewers today Sure I think   it's important just to take a little bit of a  step back and I want you to think of energy in   the United States as a pyramid So we're going to  put the more speculative early adoption types of   technology at the top Think nuclear all the way  at the top It's going to take more than a decade   maybe even longer for some of these small nuclear  plants to be brought online So we have to think   about what can we adopt right now Now FVO and  these other organizations they're probably going   to be another year year and a half before there is  more widespread adoption That's why it's important   to get in now But I want to just go back and  refocus on what is it that is the true bridge fuel   here in the United States over the next decade  particularly as we look for ways to balance policy   in DC with you know the demands around carbon and  carbon uh reducing energy and to meet the needs   and at the end of the day it all comes down to  natural gas So the first place that I do want to   focus is a company called energy transfer Energy  Transfer is a MLP It is a pipeline company based   down in Houston Texas And what's so important  about this organization is that it delivers oil   and gas from that upstream middle of the middle  of the Peran basin down in Mexico other places   to the downstream component of the United States  oil and gas uh energy system What's nice about   MLPS is that they are tax efficient uh structures  and when these organizations generate 90% of their   income from that pipeline asset they have very tax  efficient ways they can bypass corporate taxes and   pay those yields directly to their investors  So you end up paying a a lower tax fee and you   end up with a higher yield in the process What I  like about Energy Transfer the most is that their   uh that one of their vice president executive  vice president Kelsey Warren has engaged in one   of the largest insider buying sprees in the last  decade of any company in the S&P 500 He has been   buying the stock up because he recognizes that  oil and gas will remain the backbone of the US   energy sector for at least the next decade and  natural gas is going to remain a massive fuel   based on the sheer amount of oil and gas demand  in Europe through at least the mid2040s based   on the contracts we have for LG exports Yeah the  insider buying factor is very interesting about   this company Thank you for sharing that name I  know you and your team at Commodity Super Cycles   newsletter really dive into this whole energy  field So what is another name that you're looking   at as a strong potential for retail investors  right now Brookfield Infrastructure Corporation   BIPC is the ticker This is a private company  It offers investors exposure to diversified   energy assets I think this is critical within the  infrastructure of what we need to build out over   the next two decades politicians they come and go  and what we do see on a regular basis is a shift   in the the way that the pendulum swings I like  Brookfield because they're kind of a best of all   class uh player that has done not just you know  utilities and transport and midstream and data   infrastructure here in the United States but they  have broad exposure not only to the US but Asia   Pacific and Europe as well Offers about a 4.3%  yield And I like the fact that this is a this is   a sub subsidiary of Brookfield Asset Management  I like the the alternative investment space in   this environment Basically what has happened over  the last couple of months you've obviously paid a   lot of attention to what Donald Trump is doing  over in in the Middle East If we pay very close   attention to this we have sovereign wealth funds  who are going to be bringing money back to the   United States and investing in the US But it's  the key term investing that I want to focus on   they are buying or building assets that are very  capital efficient So we're talking about data   centers we're talking about energy infrastructure  in the LNG space These alternative assets they   they create permanent capital They enable uh they  allow these organizations to control duration and   they take advantage of leverage in the in the  markets These are alternative assets compared   to the traditional equities that you might  know where they offer unique tax structures   They have different types of structural payouts  They have different types of strategies yet they   trade publicly I think it's very important  right now for investors to start to educate   themselves on these types of alternative asset  classes and these alternative companies like   Brookfield because over the long term particularly  as we see more debasement of the US dollar more   concerns around bonds These are things that  are tied directly to the underlying economy   the infrastructure and the things that we need to  get done And what's beautiful about them is that   they are cashri cash producing assets that that  money is returned back to investors or reallocated   into assets that ultimately will produce more cash  flow in the future Another really interesting pick   for our retail investors to take a look at Now the  you have one more name for us and this is a little   bit of a different way to invest in this field  A lot of people don't focus on closedend funds   Uh closed end funds are like a cousin of mutual  funds What they do is they create a permanent pool   of capital when they are launched They're not the  same They don't rebalance to what's known as their   net asset value at the end of the day The net  asset value is effectively the sum of the parts   Instead what happens A fund is created It sells on  the open market and because it doesn't connect to   its net asset value it can trade at a premium or a  discount to its NAV So I always pay attention to a   lot of different financial managers who are buying  up these types of assets when they are trading at   a steep discount to their net asset value and  they provide relatively strong yield And one of   the things that we have seen is Saba Capital a  man by by the name of Boaz Weinstein who is an   activist investor he has just been feasting on  these midstream uh midstream and solar and other   alternative energy closed end funds over the last  couple of years particularly as we've seen a steep   decline uh in the stock price to their net asset  value So the one that we're looking at today is   the tortoise sustainable and social impact tea is  the ticker and Boaz Weinstein has been buying a   lot of this in the last couple of months This is  a uh again you're going to recognize a familiar   name energy transfer is the top holding in this  9.3% but there's also T uh solar hokco uh holdco   the MPLX MLP partnership units one energy western  midstream partners hes midstream partners another   one of my favorites energy product partners  is in there Williams companies and target   resources so once again a lot of companies in the  midstream space a lot of cap t capital efficiency   in that space A lot of ability to turn $1 into  many dollars And he is buying this right now   The current discount to its net asset value is  14% and the distribution rate is 9.2% You will  

pay a little bit of a higher expense ratio But  the nice thing about this is if another activist   comes in and tries to force the gap between  that discount and its net asset value you   have 14% upside and you're being paid about  9% in the process of just waiting for those   uh for those assets to appreciate in value  Garrett you are a wealth of information Thank   you so much for diving into these different  names and sharing them with our viewers today   If you want to get the names of those three  other companies that are the early movers in   the enhanced geothermal system space make sure  to sign up for commodity super cycles and get   that report Limitless Energy right now that has  the list of those three companies on it Garrett   thanks again for your time today Let us know  what you think Are you interested in this space   Have you heard of it before Or what other areas  of energy are you looking at We'd love to hear   your thoughts in the comments Thanks again for  joining us everyone And as always happy investing

2025-05-23 14:06

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