Choose One: EVs or Food?

Written By Luke Sweeney

Updated May 15, 2024

For those of us grounded in reality, that question has an obvious answer. 

Sadly, we aren’t always given the option. Our out-of-touch leaders, on the other hand, seem perfectly happy to make the decisions for us. 

Goofy Biden

And in the last few years, look where their decision-making skills have landed us. 

We’re living in an age of shortages. Energy, computer parts, baby formula, medicine, used cars — you name it, we don’t have it. 

I can’t fairly blame everything on an inept generation of leadership, but I will single out one particularly dangerous group: the environmental zealots. 

To set the record straight, I’m a huge supporter of renewable energy. I’m 100% confident humanity will solve the clean energy puzzle one day.

I also try my best to live in the real world. 

The technology isn’t ready today. It won’t be ready tomorrow, and there is no guarantee that it will be ready next year. 

President Biden supposedly wants 50% of all vehicle sales in the U.S. to be EVs by 2030. That means in less than a decade, he’s expecting an almost 800% increase in available EVs — which cost over $50,000 on average.

That’s far ahead of even the most ambitious projections.

Us EV Sales

It’s also a monumental logistical challenge from every corner of the supply chain. But let’s briefly depart from reality and say he pulls it off. 

Say the year is 2030 and our electric utopia has been achieved. Millions of EVs are flying off the line and into happy customers’ driveways. 

Suddenly, a new shortage appears. 

Battery production has drained the world of a crucial mineral, sending global prices through the roof. Fossil fuels, the original source of this mineral, have since fallen out of fashion. 

Food prices hit astronomical levels, farmers are unable to properly fertilize their crops, and mass famine sweeps the nation. 

At this point, the generation that made the decision is long dead. But the choice was already made — EVs over food. 


Disclaimer: This Dramatization Is Inspired by True Events

That's the worst-case scenario, I’ll admit. But it highlights a very real danger.

The planet’s mineral economy is unbelievably fragile. Agriculture uses incomprehensibly large quantities of chemicals to churn out enough food for 8 billion people.


Chemicals like nitrogen and phosphorus are the most commonly known. Potassium is also in high demand, as it helps plants resist disease. 

A lesser-known component of many fertilizers is sulfur. It is the fuel plants use to build chlorophyll, certain enzymes, and two of the 21 essential amino acids. 

Collectively, the planet uses close to 240 million tonnes of sulfur per year. The world’s food supply would completely disappear without it. 

Unfortunately, just about every other industry on Earth depends on sulfur in some form or another. 

Sulfuric acid, the most common form, can be used to refine petroleum products, synthesize medicines, produce detergents, clean up steel, and, most importantly, extract pure lithium from the ground. 


Based on market analysis, experts predict that global sulfur demand will rise from 240 million tonnes to over 400 million tonnes — far exceeding our supply. 

Combine that with the fact that most raw sulfur comes as a byproduct of desulfurizing gasoline. If Biden has his way, there won’t be much of that left to use. 

The only other option? Mine elemental sulfur directly from the Earth. 

The price and environmental damage would both rise exponentially. In turn, less people would be able to afford EVs.

Not only would the world’s fertilizer supply become severely limited but there’s also a chance that it might not even work

That’s the risk of charging forward into an immature industry with nothing but the promise of reelection on your mind. 

Always Look Before You Leap

We’ve got a lot of work to do before the world is ready for EVs. If you thought that lithium was the only metal at risk of a shortage, think again. 

And then think a few more times, for that matter. 

There are multiple key materials that will suddenly be in demand at an unprecedented scale once EVs become standard. And just like sulfur, mining isn’t always the solution. 

If Biden wants his grandkids to see his electric utopia, a few things are going to have to happen. 

For one, we can’t keep wasting lithium like this. Given the technology we have now, it’s like reburying gold.

Only one company has control of the patents needed to commercialize the process. Given how important lithium is to Biden’s plans, this technology could become a mandatory part of battery making. 

On a similar note, the world’s leaders also need to lock down a supply of this “Miracle Mineral.” It’s one of the other critical components of fertilizer but far more important. 

If the world finds itself short on this mineral, it’s already too late. It could spark a global food shortage unlike anything else the world has ever seen.

There’s no denying it; these crises are coming. The companies linked above are actually doing something about it. 

That’s where I would put my money. 

To your wealth,

Luke Sweeney
Contributor, Energy and Capital

follow basicCheck us out on YouTube!

Luke’s technical know-how combined with an insatiable scientific curiosity has helped uncover some of our most promising leads in the tech sector. He has a knack for breaking down complicated scientific concepts into an easy-to-digest format, while still keeping a sharp focus on the core information. His role at Angel is simple: transform piles of obscure data into profitable investment leads. When following our recommendations, rest assured that a truly exhaustive amount of research goes on behind the scenes..

Angel Publishing Investor Club Discord - Chat Now

Hydrogen Fuel Cells: The Downfall of Tesla?

Lithium has been the front-runner in the battery technology market for years, but that is all coming to an end. Elon Musk is against them, but Jeff Bezos is investing heavily in them. Hydrogen Fuel Cells will turn the battery market upside down and we've discovered a tiny company that is going to make it happen...

Sign up to receive your free report. After signing up, you'll begin receiving the Energy and Capital e-letter daily.