By Andrey Dashkov, analyst, Casey Research Since the COVID-19 lockdowns began, a strange thing has happened. Take a look at the photos of New Delhi, India below. 
Source: CTV News
The left photo shows pollution in April 2019. The one on the right was taken in April 2020, one month after the government of India ordered a full national lockdown. The difference is like night and day. Because of the lockdown, pollution dropped, and the air became cleaner. This phenomenon wasn’t limited to India. Across the world, energy consumption has plummeted amid the lockdowns. The International Energy Agency says that global energy demand will fall 6% this year. That includes a 9% drop in the U.S. and an 11% drop in the European Union. This will have a tremendous impact on the environment. And millions of people are already taking notice. It’s accelerating a trend that has been in motion long before the virus began spreading: renewable energy (sometimes called “clean” or “green” energy). And for some investors, it could mean windfall profits as this movement really takes off, thanks to a boost from the lockdowns. Now, you may not agree with these developments. But plenty of investors have made fortunes by putting their money into trends that they don’t agree with. Regardless of how you feel about clean energy, it’s happening, and it’s unstoppable. So we might as well learn how we can profit… | Recommended Link | | Did Project DEEPWave Expose The Fed's Latest Move? Tonight, hedge fund legend Teeka Tiwari is going to expose the Fed's latest move (Project DEEPWave). NO ONE else is talking about it. But here's a preview… If you look up the ticker HYG, you'll discover its BlackRock's high-yield bond ETF. It's esoteric. You've probably never heard of it… Because it's not really for Main Street. Its largest shareholders by far are Goldman Sachs, TD Asset Management, Morgan Stanley, Bank of America, Wells Fargo, Citigroup, and BlackRock. | | | -- | The Era of “Clean Investing” The megatrend of earth-friendly investing is here. More and more traders are falling head over heels for companies that follow “environmental, social, and governance” (ESG) guidelines. These companies develop sustainable technologies and govern themselves by higher environmental and community standards than the average stock. Take clothes companies Hanesbrands and Nike. Both try to limit water usage, reduce waste, and manage their supply chains in a local, community-friendly way. But instead of buying into these companies directly, many are turning to so-called “clean funds” to do the work for them. These funds put investors’ money into all sorts of companies, as long as they’re run sustainably. And they’ve exploded in number and assets. Between 2016 and 2019, the number of funds that focus on sustainable investing has surged from a few to almost 600. Altogether, they now manage over $1 trillion. 
And this industry is growing. Banks are committed to spending hundreds of billions of dollars on ESG-friendly projects. In Canada alone, banks have said they plan to invest up to $440 billion in them. Investing giants like BlackRock, which manages over $6 trillion of assets, are removing carbon-intensive industries like coal from some of their portfolios. It’s part of a larger strategy to move away from fossil-fuel investments – and towards cleaner energy. With all this new capital going into “clean” companies and away from the carbon-intensive ones, tech stocks are set to benefit. Plenty of companies are working on new technologies designed to solve environmental problems and improve communities. In fact, there’s one piece of technology in particular that’s poised to explode in popularity as the green energy wave spreads across the world… The Rise of EVs Electric vehicles (EVs) are becoming ever more popular. A survey done during the lockdown showed that almost one-half of respondents are considering buying an electric vehicle in the future. Even before the lockdowns, the EV market was on target for exponential growth. By one estimate, the market will grow from about 3 million cars in 2019 to 27 million in 2030. Right now, EVs make up about 2.6% of global car sales. One estimate predicts that percentage will soar to almost 60% by 2040. 
But while mainstream investors are falling over themselves to buy Tesla or other name-brand tech companies, there’s a more lucrative place to put your money. Because all of these companies need certain resources to make their products and ensure they’ll function. The same is true for EVs. You see, EVs need certain “battery metals,” to run. And one of these – lithium – is the most crucial ingredient. A single Tesla Model S needs about 140 pounds of the metal. By 2030, with 27 million cars on the road, that translates to roughly 3.8 billion pounds of lithium needed. | Recommended Link | | The Real Tech Boom One small corner of the tech boom recently returned extraordinary gains… And most investors missed out. RNC made 900% in 34 days… FVAN made 3,400%… And one company, GGI, made 9,400% in just over three years. A $15,000 investment in GGI would've turned into $1.4 million. While investors were picking over the scraps of the 5G boom… Or trying to decide between Amazon and Apple… They missed a key part of the tech boom. It's not microchips or semiconductors or online advertising… | | | -- | What to Do Next Last year, the world produced roughly 1 billion pounds of lithium carbonate, the lithium end-product used in EVs. So there’s about to be a supply shortage as EVs become more popular... Unless new companies come to market and existing mines increase their output where they can. That, too, would be good news for the lithium industry. With the rise of the clean energy movement, lithium companies are finding it easier to get financing. Banks are more willing to lend them money because they’re ESG-friendly. The difference is mind-blowing. An executive of one lithium company says that it is up to 10 percentage points cheaper for a company that has an ESG “stamp” to finance its projects. In other words, a “clean” company could cut its interest cost from 20% to 10%. This means that ESG-friendly businesses can take more debt and manage their interest expenses. And as the clean trend continues, a surge in demand for EVs will translate into a surge in demand for batteries. And lithium. Which means that there will be more exploration activity. And with easier financing provided by the “clean” money, the lithium sector is looking at long and sustainable growth itself. To gain exposure, consider taking a look at the Global X Lithium & Battery Tech ETF (LIT). It holds a basket of companies from across the lithium industry, from mining to battery production. It should see steady returns as this trend kicks into high gear. Just remember not to bet the farm on a single trade. And only risk money you can afford to lose. Good investing, 
Andrey Dashkov
Analyst, Casey Research P.S. My colleague, David Forest, just discovered a tiny company that few investors know about – and it’s sitting on a $35 billion prize. David thinks this company is on the verge of a multibillion-dollar deal with tech giant Tesla that could happen any day now. Go here to check out his briefing and find out how you could make life-changing gains in the months ahead. There’s no time to lose. 
Reader Mailbag Today in the mailbag, more praise for David Forest, whose ground-breaking research helps his readers stay one step ahead of the mainstream: Dave, I just want to say that your reports have been the best thing for me this year! So much to take in, and I honestly have never felt more soundly secure when it comes to money. I have been investing deeply into rare earths, and I can’t wait to see the stock prices start to run for the ceiling. I look forward to hearing from you and following your reports as the year goes on and a “new world order” takes place. – Joshua Dear Mr. Forest, I would like to sincerely thank you for your clear, concise, and to-the-point articles. I just wanted to let you know that I really appreciate your thorough research and writing. As a complete newbie to the stock and commodities world, it allows me to be well-informed. Keep up the GREAT WORK and I look forward to reading more of your articles!! All the best. – Gigi To find out how to access David’s research, you can go here. And in the meantime, keep sending your thoughts to us at feedback@caseyresearch.com.
In Case You Missed It 200 of the Richest Families on Earth Go All In on New Tech… The rich rarely reveal their secrets… But in a stunning new report from UBS, 200 of the richest families on earth – worth an average $1.2 BILLION – let slip they believe a new technology will “fundamentally change the way we invest.” “You can feel the electricity,” said one of the families. “It’s almost like what you felt in the 1990s with the Internet.” One of America’s most esteemed (and successful) investors recently met with 4 different billionaires. And he reveals the truth about this revolutionary new technology. As well as what it means for regular investors… See the billionaire’s “top tech” investment here… 
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