Snowball effect 2023

That creates a snowball effect. First, Washington money flows in. Then deep-pocketed banks and investment firms follow.

So, you’ll want to print out this email and keep it close. Think of it as a roadmap for profits in 2023.

1) Electricity – My contacts told me that Congress will unleash a “significant pile of money” to update the grid.

Some of that money will flow into the materials we need to build out the grid – think steel, aluminum, and copper. Some of it will go into new battery and storage systems. These can store energy from wind and solar and feed it onto the grid when it’s needed.

This is a huge deal for Democrats because they get to build toward renewable sources. It’s also a win for Republicans who support lowering energy costs.

2) Nuclear energy – The House Armed Services Committee is focused on nuclear energy. And that’s a big deal. It has input into the annual defense authorization bill. It also covers the national security functions of the Department of Energy.

Russia’s war in Ukraine has sent global energy markets into chaos. Energy security is now a matter of national security… something we haven’t seen at this level since the 1970s oil embargoes.

My source said even anti-nuke Democrats such as John Garamendi of California are on board with nuclear power now. So are right-of-center Republicans like Thomas Massie of Kentucky.

Look out for initiatives to upgrade America’s nuclear energy infrastructure. There will also be a focus on safety technologies.

3) Rare earths elements (“REEs”) – REEs are a group of 17 elements on the periodic table. They have unusual fluorescent, conductive, and magnetic properties. That’s makes them useful for making alloys with these properties.

You’ll find them in iPhones, laptops, and flat-screen TVs. They’re also in fighter jets, tanks, and missile guidance systems… as well as satellite communications, radar, and sonar systems.

Democrats can support REEs because they play a role in clean energy. We also use these metals in wind turbines and electric vehicle motors.

Plus, the Defense Department is making a large investment in domestic REE supply. The U.S. military can’t function without them. So, Republicans support REE investment, too.

4) Infrastructure – Congress still hasn’t greenlit many of the items the 2021 Bipartisan Infrastructure Act funded. But that’s going to happen soon. We’re going to see bipartisan support to fix commuter corridors, highways, roads, and bridges early this year. That means more demand for raw materials such as steel, iron, and concrete.

5) The bio-industrial industry – This is one I’m really excited about. But it’s still not on the radars of most mainstream reporters.

There will be new funding for research and development in biomass. It’s any plant- or animal-based organic byproduct that can be used to create energy. Think forest debris, industrial waste, or pretty much any dregs you can find in nature.

Biomass was the largest energy source until the mid-1800s. Now, it’s only used for 5% of our energy needs. But based on what my contact on the Hill told me, I expect to see a bipartisan biomass bill on the floor by next month.