It's Time We Had A Talk About Internal Combustion

Alex Koyfman

Written By Alex Koyfman

Updated May 15, 2024

Dear Reader,

As an 80s kid who grew up with Ferrari Testarossa and Lamborghini Countach posters hanging on my walls, watching the evolution of cars in the almost mid 21st century hasn’t been easy. 

I’ve watched electric SUVs smoke internal-combustion supercars in head to head drag-races. 

I’ve seen electron-powered family sedans hit 60 MPH at rates previously reserved only for superbikes and top fuel dragsters. 

Last month I watched a pickup truck shaped like a mouse from an early 80s Apple IIE towing a Porsche 911 on a trailer beat an identical 911 to the finish line.


Watching the EV cars of today competing against some of the best and fastest offerings from the internal combustion world has been as disheartening as I imagine it was for the people of the horsedrawn era when they first laid eyes on Henry Ford’s Model Ts. 

As much as they hated to admit it, they knew that their time was over, and another era had begun.

But as a realist, I have to face the facts. 

Electric power is better than internal combustion. Period. 

1000 HP at a 70MPG Equivalent?

And before you burn me in effigy or plaster me with incensed comments about how it sucks in the winter, how it sucks in high altitudes, and how it sucks in places where level 3 charging isn’t abundant, let me add this: In all of the arenas where it’s currently lacking, EV tech will achieve parity, and then supremacy. 

And the reason is simple: Electric motors are superior mechanisms. They use far fewer moving parts, produce less friction, lose less energy to heat, can produce maximum torque and horsepower within a far wider spectrum of engine speeds, and are fueled by a resource which can be produced by a far wider spectrum of processes. 

To produce and deliver gasoline to the end user, you need oil and billions of dollars worth of refining infrastructure, not to mention transportation logistics costing billions more. To produce and deliver electricity all you need is wind and/or solar power — either of which you can install on your own property — hydroelectric power, nuclear power, or you can burn coal, gas or oil as we still do in the majority of American power plants. 

That gives the anti EV crowd what they think is a killer argument: “you’re still pumping out CO2.”

That’s true, but because electric engines are so much better at converting energy into rotational motion than their ICE counterparts, even when fossil fuel is your initial source of power, you can still generate 1000 or more horsepower and enough torque to pull 7 tons of cargo while producing C02 at the rate of a 1.5 liter 3 cylinder gas engine. 


That, ladies and gentlemen, is superiority on just about every level. When they’re finished with the transportation market, EVs will have turned ICEs into a novelty reserved only for very specialized purposes or competition. 

Is Old Enzo Rolling In His Grave?

And if all that doesn’t convince you, consider this: The very symbol of naturally-aspirated sports car perfection, Ferrari, introduced its first plug-in Hybrid, the sf90 Stradale, 4 years ago. 


Mind you, this is a company that for most of its history refused to use turbos because they were seen as cheap, clunky, bolted-on nonsense that were better reserved for underpowered economy cars and diesels. 

Next year, the legendary Italian brand will be unveiling its first all-electric model. 

So it’s over guys. Sorry. Fifty years from now your beloved gas-burner will be seen as obsolete as Mr. Ed. 

As a gear-head, I am sad. As a realist, I have to face the facts (I already said that).

As an investor, I’m fully aware that this shift in the way we manage our energy might just be the biggest opportunity of my lifetime. 

Right now, lithium — the single most expensive component of most rechargeable batteries — is trading at 80% below where it was in q4 of 2022. 

The Lithium Bubble Is Behind Us… Here’s What Comes Next

80% down, despite huge catalysts pushing demand for the metal higher and higher. 

EVs are just one prong. You’ve got wireless consumer tech — that’s 18 billion devices globally and growing. You’ve got distributed power storage. 

And then you’ve got the electrification of everything else that for the last century or so has been running on fossil fuel. 

MI Black Lithium Image 13

Lawn mowers, chainsaws, snow blowers, trains, ships, busses and everything in between. 

That makes lithium vital to just about every piece of tech that you use that’s not bolted down and plugged into the wall. 

And yet, an 80% drop. 

To me, that means right now as the bargain-seeking investors are starting to get back into a commodity that was in full-blown bubble status just a year ago, could be the best and last moment to stake your claims. 

Because it will rise from here on out and likely go higher than ever as demand outstrips supply, and the search for new lithium goes into overdrive globally. 

Remember What Nathan Rothschild Said About Buying Low

In fact, that part of the commodity growth cycle has already begun. All of the major players with big dogs in the fights — US, China, Western Europe — are searching for the next big lithium discovery. 

Last summer, the biggest discovery ever was made in the Western United states. 

It’s an ancient remnant from a previous eruption of the Yellowstone supervolcano, and it could be a complete game-changer for the global lithium market. 

And yet, because of the lithium price slide, the company that owns it is trading quietly at just under ¾ of a billion dollars in market capitalization. 

The resource it’s sitting on could be worth north of $2.5 trillion — even at today’s depressed prices. 

That means that this small-cap has a theoretical value bigger than Amazon, or Apple, or Microsoft. 

Want to learn more? I just released my in depth report to my premium readers. 

Get your sneak peak of it here, and decide for yourself.

Fortune favors the bold,

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Alex Koyfman

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