Energy & Capital: Through the Years
I love getting ahead of exciting new bull markets.
And in the time I've been at this desk, I've seen a lot of them.
My first taste was the incredible uranium run between 2005 and 2007, when the cost of a pound of U3O8 ran from $20.00 to over $135.00 — a two-year rise of more than 575%.
We were ringing the uranium bell in early 2006, while prices were still at $40.00.
It was also around that time we started telling you about Peak Oil, what it meant for oil prices, and how it would drive the search for energy sources beyond just crude oil.
Peak Oil was only being discussed by geologists and crude was trading for $60.00 when the first issue of Energy & Capital hit the presses on January 12, 2006...
Owner Brian Hicks described the emerging situation thusly:
Without energy, nations die a Hobbesian death. With energy, nations live.
Welcome to the Inaugural Issue of Energy & Capital.
Call it what you will. Peak Oil. Oil depletion. The end of the oil age. Or just man in the state of nature.
Regardless of the word or phrase, we're standing at a historic moment. Worldwide, pools of underground oil and natural gas are drying up after only 150 years of extraction.
The result is a supply and demand relationship unlike any the modern consumer market has seen.
Oil only lasts as long as we find layers of prehistoric carbon beneath the earth's surface. The less we have, the deeper we dig, and the more precious each drop becomes.
Unlike the traditional correlation between supply and demand, as demand for fossil fuels increases, supply will only decrease.
This inverse relationship threatens every world economy with transportation meltdowns, production collapses, and general anarchy.
It also promises to make a fortune for those who are wise enough to take an active part in history's most crucial resource battle, as experts say the cost of finding crude oil could rise by up to 60% a barrel by 2010 to nearly $100 a barrel.
I think they have it wrong. I think oil is headed over $150... to maybe as high as $200 a barrel in the next decade. And I plan to position myself and my readers for spectacular profits in the process.
This is why I created Energy & Capital.
Two and a half years later, crude oil touched the record price of $145.29.
Since then, our thesis has proven correct on all fronts.
We are digging deeper, going after shale and deeper offshore resources. Each drop is more precious. A resource battle is underway.
But it's not just a battle for barrels; it's a battle for BTUs. As large oil fields grow increasingly scarce, we're looking for every possible way to replace that lost energy: natural gas, nuclear, renewables, efficiency.
As oil prices took off as expected, investors came running for the alternatives — and we were ahead of that one, too.
It was spring 2007 when I told you:
In order for a disruptive technology to become dominant, it must start with small steps — increased performance, more economical, smaller, etc. Then, all of a sudden... bam, it takes over the market.
In the solar arena, the mountain is silicon. And researchers have been chipping away at it over the past few years. After all those chips — most of them silicon — the mountain is starting to weaken.
You see, silicon has dominated the solar industry for years. The price of silicon solar cells has gone down, but their performance has remained the same — leaving them vulnerable to being supplanted by new technology.
And that’s what we’re seeing right now. The first company to challenge traditional solar cells was First Solar Inc. (NASDAQ: FSLR).
First Solar (NASDAQ: FSLR) was trading for $65.00 that day. It screamed to $311.00 less than a year after I printed those words — a 375%+ gain.
In fall 2009, we started telling you about China's manipulation of rare earth elements, and how crucial those elements were to modern electronics. Throughout 2010 and 2011, rare earth stocks soared thousands of percent.
So what's the point?
When it comes to energy and capital, Energy & Capital is early and right — the two most important factors of successful investing. We've gotten our readers ahead of the curve and the herd time and time again.
And now it's time to show you the next major bull market...
It's something I call the “Miracle Material,” and I have no doubt it will usher in gains like the uranium, oil, solar, and rare earth bulls I've just described to you.
You may have heard me mention it already...
I will be hosting a live seminar next week about the material and how you can be one of the early investors to profit. It's free to all who want to view it. So make sure you sign up to take part now.
The history of being early and right is about to be repeated.
Call it like you see it,
Nick is the founder and president of the Outsider Club, and the investment director of the thousands-strong stock advisories, Early Advantage and Wall Street's Underground Profits. He also heads Nick’s Notebook, a private placement and alert service that has raised tens of millions of dollars of investment capital for resource, energy, cannabis, and medical technology companies. Co-author of two best-selling investment books, including Energy Investing for Dummies, his insights have been shared on news programs and in magazines and newspapers around the world. For more on Nick, take a look at his editor's page.
Energy Demand will Increase 58% Over the Next 25 Years
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