All Hail the New King
I’ll keep saying it for any remaining nonbelievers…
The 2020s will be the most disruptive decade in American history… yet they’ll also create the greatest wealth opportunities.
Technologies like 5G, artificial intelligence, digital biology, blockchain, mixed reality, wireless medicine, driverless cars and machine learning are no longer things of the distant future…
They’re being unleashed upon society.
In fact, 5G’s defining moment could occur today at exactly 2 p.m. ET.
But before we can enjoy the profound upside of the 2020s, our current system must purge itself of dysfunction.
I don’t mind sharing a few obvious “systemic defects”…
- Governments and municipalities are broke, yet also trying to expand power
- Globalism has proven dangerous — in some cases, downright deadly
- America’s health care system is persevering, but deep cracks have been exposed
- Our supply chain is resilient; however, it’s further fracturing with every passing day
- Oil is fatiguing as a primary energy source and may never recover from its collapse.
As the old saying goes, “It’s always darkest before dawn.”
With that in mind, it’s 4:30 a.m. in America.
When night ends, we’ll awaken to a new economy — with technology driving America’s growth engine.
Technology Is Remapping the Energy Sector
Last week, I suggested avoiding investment in petro-technologies, which use AI, machine learning and predictive analytics to help the oil industry, saying…
“When you combine low prices with other forces negatively impacting the oil industry — environmental concerns and climate change, oil hatred among progressive policymakers, price manipulation by oil cartels and the fact that storage capacity is maxed out… these forces will mute the upside of petro-technologies.”
However, that doesn’t mean energy and technology aren’t a great pairing.
Quite the contrary.
By the end of the 2020s, technology will have helped end the world’s 100-year addiction to fossil fuels and petroleum.
Of course, it’ll take the entire decade to crown a new king.
But based on my favorite leading indicator — the activity of venture capitalists (VCs) — a main challenger to the throne is beginning to emerge.
Thanks to important breakthroughs in chemistry and artificial intelligence (AI), battery life is expected to exponentially improve throughout the decade.
With its high charge density and low cost, lithium remains the element of choice to derive power among known alternatives… but AI’s emergence cannot be understated in the advancement of battery science.
See, one of the toughest tasks for humans in innovating battery tech is the thousands of charge cycles needed for proper and thorough testing.
In fact, time-consuming testing cycles is battery tech’s single greatest hindrance to growth.
But scientists from Stanford, MIT and the Toyota Research Institute recently collaborated to build a program that predicts how batteries respond to different charging approaches.
The results were nothing short of astonishing — a reduction in testing time from almost two years to 16 days.
“What’s really exciting, though, is the method. We can apply this approach to many other problems that, right now, are holding back battery development for months or years,” said Peter Attia, who co-led the study.
For this reason alone, battery tech is the frontrunner to unseat oil.
My premium research service, Future Wealth, currently has two active stock recommendations in the lucrative battery tech niche. To learn more, click here.
Onward and upward,