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Russian Nuclear Crisis
to Hit the U.S. in 2013
31 Million U.S. Citizens
Will Be Affected
As the country
scrambles to react, a small group of stocks could shoot up by
hundreds of percent
Few people realize it, but at the end of 2013 an event will take
place in Russia that could devastate U.S. energy supplies.
On that day, a 20-year nuclear warhead agreement between the
United States and Russia will expire.
Unless preventive steps are taken, 10% of America's electric
energy supply will dry up.
Here's what's going on...
In 1993, the United States and
Russia launched a program known as "Megatons to Megawatts."
The purpose of this program was to convert 500 tons of
Soviet-era warheads into uranium for U.S. nuclear power plants.
The program has worked well. Maybe
too well.
Believe it or not, this Russian
program accounts for 10% of our total electricity -- more than
solar, wind and hydro combined.
This fuel powers one out of every 10 homes, businesses, schools
and hospitals in America. 31 million people rely on electricity
generated by defunct Russian missiles.
But this nuclear lifeline is about to be cut.
When Russia refuses to renew
the deal (as nuclear experts and government officials predict),
the U.S. will face an entirely new kind of energy crisis.
What does this mean for investors? Once this uranium supply is
disrupted, the price of uranium mining stocks could go through
the roof. I'm talking about potential gains in the hundreds of
percent.
There's Already Too Little
Uranium to Go Around
It
might come as a surprise after all the negative headlines... but
nuclear power is still a growth industry, despite the Fukushima
disaster in Japan.
Only 10 of the world's 445 reactors have stopped
operating since the accident. Meanwhile 60 new ones are under
construction... and 370 more are in the planning stage. If nuclear
power is slumping, I bet most industries would be happy to be in
that kind of "slump."
True, there has been a backlash in Europe, where
anti-nuclear sentiment runs highest. But the uranium story isn't
about the developed world. 90% of the growth in nuclear reactors is
coming from China, India, and Russia... which have all reaffirmed
their need for nuclear power.
The simple fact remains that uranium is the only fuel
that can possibly give 3.5 billion new consumers in oil-poor nations
the power they need. It's unquestionably the safest, cheapest and
cleanest form of mass power generation.
Doug Casey, Chairman of Casey Research and a long-time
metals analyst, puts it best: "Despite the Western world's
skittishness, it's full steam ahead in China, India and other
developing nations -- and the Western world is tiny in comparison."
China has already begun building 26 new reactors that
will triple the size of its nuclear reactor fleet over the
next decade. And they have 50 more in the advanced-planning stage.
India is building 19 new nuclear reactors between now and 2016.
These countries want power fast, cheap and clean.
Regardless of how you feel about nuclear power, there's no denying
that it delivers on all three counts.
But all those new reactors can't deliver a single
kilowatt without uranium. Casey is a huge uranium bull: "If you want
mass power, you need nuclear power. And today that means uranium.
I'd say uranium is a great place to be for at least the next
generation."
Like so many compelling investment opportunities, investing in
uranium is basically a scarcity play.
The world's 445 reactors burned through 180 million
pounds of uranium last year. But miners could produce only 140
million -- leaving a 40-million pound shortfall.
The U.S. is the poster child for uranium deficiency. We
need about 60 million pounds of uranium annually, but our mines spit
out just 4 million.
But that hasn't stopped Duke Energy, Florida Power &
Light and a dozen other utilities from planning new nuclear
projects. All told, the U.S. Nuclear Regulatory Commission is
reviewing applications for 26 new reactors.
That's why the U.S. needs recycling programs like
"Megatons to Megawatts" to keep our reactors running. Once that
program ends in 2013, and Russia is no longer obliged to send us
uranium, we are going to be scrambling to find replacement uranium.
This isn't a hypothetical far-off crisis like "Peak
Oil." We're approaching a critical point now.
Look at this chart. Global uranium supply is going to
fall short of demand starting next year. Not in 10 or 20 years --
next year.

This
is why the industry's few uranium producers are in such a strong
position. When you produce something that is guaranteed to sell --
because the world needs so much more than it's digging up -- isn't
that the sort of business you want to own?
It's a Seller's Market
The
hundreds of new reactors being planned are driving a frantic
scramble for uranium inventories. You need 1.5 million pounds of
uranium at startup to get a reactor going. And you need 500,000 more
pounds to burn every year. Utilities like to hold three to four
years of inventories. This adds up to big numbers when you consider
that the world digs up only 140 million pounds a year.
If we look out over the next 8-10 years, which is how
long it takes a nuclear power plant to become operational, the
market is about 400 million pounds short of demand.
In other words, the uranium we're now digging out of
the earth covers just 65% of what these reactors will need.
The new supply will have to come from somewhere, or the
price of the existing supply will skyrocket.


With
most metals, you could just dig more up. But not uranium. New
discoveries just aren't happening. Greg Hall, a 30-year industry
veteran and director of one of Australia's top uranium explorers,
recently said that he expects fewer than five significant new finds
over the next decade. And it will take at least eight years to get
them up and running.
Nuclear power generators aren't stupid. They are well
aware that they will soon be standing in a much longer line. So
uranium-poor countries are scrambling to lock up as much uranium as
they can.
Indian power generators are hoarding huge quantities...
and buying stakes in African mines.
China is buying out foreign uranium miners lock, stock
and barrel. Reuters recently reported that China Guangdong Nuclear
Power is trying to take over London-based Kalahari Minerals.
Kalahari is the biggest shareholder in one of the world's largest
uranium projects. This will give the Chinese company access to a
world-class uranium project.
China mines just two million pounds of uranium a year
-- even less than we do. So it has no choice but to buy it where it
can.
China says it will boost uranium imports fourfold to
50-60 million pounds a year by 2020. At that point, China will be
gobbling up 25% to 30% of total global production. There's no way to
do this without sparking a price war.
We could see uranium prices soar to $100, $200, even
$1,000 a pound. That's a long way up from today's $55.
These guys will pay whatever it takes. They don't care
how much it costs -- they just want to be sure they have it.
After all, it costs about $2 billion to build a new
nuclear power plant. So paying $100 a pound for uranium to keep your
plant running is a drop in the bucket. In fact, the price of uranium
could skyrocket to $2,000 a pound and nuclear energy would still be
cost-effective.
How to Profit Best
You
can't buy a pound of uranium like you can of silver or gold. The
only practical way to hitch a ride on a rising price is to buy stock
in companies that produce it.
There's only one uranium miner in the world that has a
chance of ramping up production fast enough to satisfy the coming
wave of demand.
This single firm produced almost 20% of the world's
uranium mined last year. What's more, it's sitting on 65% of the
world's known uranium supply.
Management had the foresight long ago to scoop up
mining properties when uranium prices were languishing. One was a
high-grade mother lode in Canada. It boasts the richest uranium ore
body on the planet -- with concentrations 100 times stronger than
average.
The site is so fertile that the uranium ore has to be
blended with waste rock just to make it safe to handle. That
ultra-high ore grade is a major competitive advantage. Extraction
costs are so low that they could turn a profit even if prices drop
in half.
The company plans to double its annual uranium output
to 40 million pounds by 2018. It has 10.4 million promising acres
from Mongolia to Peru that could soon be in the development
pipeline… so I wouldn't bet against it. They will certainly have
plenty of hungry buyers. If it succeeds, revenues and cash flow will
likely soar -- even if uranium prices don't budge a penny.
If prices do rise... no other company is in a better
position to cash in. The company pockets an extra $32 million in
profits for every $5 uptick in uranium prices.
If uranium goes up $30, which could happen in a flash
once the Russian supply dries up, it would add $192 million to its
bottom line. The stock could double in price.
If this sounds like the sort of stock I'm urging my thousands of
loyal readers to buy, you're right. And I suggest you do the same.
I'll tell you how to get the name and symbol of this
stock in a minute.
But first let me explain one critical investment
concept. It is the lens through which I examine every investment I
make... and it's the only foolproof investment formula I've ever
found.
The magic word? Scarcity.
More precisely, the frightening scarcity of the
critical resources the world needs to survive: uranium, oil, steel,
coal, copper and many more.
Once you burn a barrel of oil or a ton of coal, it's
gone forever. Demand keeps going up, and supplies keep shrinking,
leading to steady price increases for these expiring resources.
Many of the best-performing stocks in history have all
benefited from scarcity.
When demand is infinite and supply isn't... you don't
need a visionary leader or a breakthrough gizmo. And you don't need
a one-in-a-million marketing genius like Steve Jobs at the helm.
No one else can come along and make more of these
commodities. They can try to find more, but that usually takes
billions of dollars. And this high cost of entry tends to keep out
new competitors.
For example, BHP Billiton (NYSE: BHP) has already spent
$1.2 billion developing a single potash mine in Canada... and it's
not even operational yet. Before it is fully on line, it will cost
the company about $12 billion.
The huge mining trucks you need in mines like that cost
$3 million each... and new tires run $100,000 apiece. In effect,
companies like BHP have a huge moat around their business, fending
off competitors.
If you look at the biggest stock market gainers of the
past 10 years, you'll see that a huge number have the scarcity angle
working for them. It makes sense if you think about it. It's so much
easier to profit when you're selling something the world needs...
and there's not enough to go around.
I'll give you the names and ticker symbols of these big
gainers in just a moment.
But first, keep in mind that we're not the only ones
who believe natural resource stocks will deliver big gains for
investors in the years ahead. Just take a look at what some of the
nation's top financial media outlets are saying...


Barron's explains that the commodities boom is a long-term trend
built into the fabric of today's global economy... driven by demand
from today's growth engines in China, India and Brazil. This is a
market driven by forces that could be in place for many years.
Robert Toole, who runs the Crestreet Energy Opportunities
Fund, says "the bull market in the commodity complex that's been
underway over the last decade will continue during the decade
ahead." Toole's fund was up 52% last year and 81% the year before
that.
And the pros aren't the only folks making good money in
natural resource stocks. Small investors are also pocketing huge
gains. For example...
Maylon H., one of our subscribers from
Shreveport, Louisiana, tells us he's bought and sold seven mining
stocks in the past five years. He's made money on all seven... for a
combined gain of $34,381.
Jerry S. of Bend, Oregon told us "I started my
stock purchases by getting 25,000 shares of Silver Wheaton at $3 a
share. Now it is at $33.50." By my calculations, Jerry had a
whopping unrealized gain of about $750,000 at that point.
If these kind of gains get your attention, good.
Because the research and investing ideas I'm going to bring you in
today's presentation might affect how you invest for a long time to
come.
I've compiled the essential "take-away" of this
research into a series of special reports. They are free to any
investor, and I'll explain how you can get your copies in a minute.
But first I want to clear up a common misconception...
one that you might even hold yourself.
Too many investors think that natural resource stocks
are the "slow and steady" type. Consistent, but not flashy...
tortoises, not hares.
Well that's not exactly true...
What do you think the top gaining stock of the past 10
years was? Apple (Nasdaq: AAPL)… Google (Nasdaq: GOOG)... some other
cutting-edge "glamour" stock?
Hardly.
The biggest gainer of all was a company that 99 of 100
investors have never heard of: Fortescue Metals (ASX: FMG).
The gains this Australian mining outfit made its investors are hard
to believe.
$10,000 invested 10 years ago is now worth more than $5 million.
Fortescue wasn't mining gold, silver or some other
high-priced precious metal. It made its fortune in iron... about as
dull a business as you can get.
The firm's tremendous growth has been powered by
insatiable demand for steel from China. Fortescue has at least 10
Chinese steel mill contracts lasting for around 10 years.
It's amazing that an old-school mining company would
return better than Google or any other flashy "new economy" stock.
We wondered if it was a fluke. So we went digging further.
It turns out that HALF of the 20 best-performing stocks
of the past decade were involved in the same thing—natural
resources.
See for yourself. Here are the 20 top gainers in the
world over the past 10 years. The top four are all
involved in basic commodities.
And these aren't penny stocks that no one has ever
heard of before. We only included companies with market caps above
$3 billion in this list of top gainers. And as you can see, basic
meat-and-potatoes natural resource stocks like miners of iron,
steel, and copper dominated the returns.
More Than Half of
the Decade's Best-Performing
Stocks Are Natural Resource Companies
|

Source: Bloomberg |
When
you combine tight supplies and booming demand you've got a recipe
for profits that can send a stock to the moon. The incredible
returns above make that clear.
But you don't only get capital gains with natural
resource stocks. They also dish out some of the highest yields on
earth.
For example, Cheniere Energy Partners (AMEX: CQP),
which is a key player in liquid natural gas, yields 10.8%.
Legacy Reserves (NDQ: LGCY), an oil and gas limited
partnership, yields 8.1%... Enterprise Products Partners (NYSE:
EPD), a gas transporter, yields 6.1%.
MV Oil Trust (NYSE: MVO) yields a
mouthwatering 10.6%... Transmontaigne Partners (NYSE: TLP), which
transports liquid petroleum products, yields 7.4%.
Even ConocoPhillips -- the diversified blue-chip energy
giant which Warren Buffett owns 29 million shares of -- yields
around 4%. By my calculations, Buffett's stake pays him $77 million
per year.
But Buffett isn't the only investor who is cashing huge
dividend checks from natural resource stocks. Millions of small
investors across the country are also profiting from them. Take a
look...
Gerald C. of Oakland, California inherited 400 shares of
Chevron (NYSE: CVX) in 1978. After splitting three times, it became
3,200 shares. He tells us he sold a few hundred shares along the
way, but still owns about 3,000 shares. I looked up the history of
this stock. His Chevron shares were worth about $15,000 when he
inherited them and about $300,000 today. And Lord knows how many
thousands of dollars in dividends he got along the way.
Retired Foreign Service Officer Tom M. tells us,
"Between 1967 and 1973 I purchased several interests in some natural
gas wells from a drilling company in Pennsylvania. My total cost was
about $17,000. Believe it or not, I'm still clipping monthly coupons
generated by production in most of the original wells. To date I've
received $133,644 and the checks keep rolling in. My true total
return is actually more like $400,000 because I reinvested
those monthly payments over the years in annuities."
Robert R. of The Villages, Florida says he
bought 1,000 shares of Exxon in 1973. Today he owns 16,000 shares.
"Not bad!" he says. Considering his stock is now worth $1.2
million, we agree. The more than $30,000 a year he gets in
dividends isn't bad either.
Exxon Mobil has paid dividends to shareholders every
year since 1882. And it has increased its dividend for the past 29
years and counting. I have no doubt that they'll pay even more next
year.
Exxon Mobil yields 2.6%, but that's nothing compared to
a few of the stocks in my new series of reports. One of them is the
world's top offshore oil explorer and yields 6.7%. This firm's
mobile drilling platforms have set dozens of deepwater drilling
records... and customers are signing long-term contracts for up to
$630,000 a day. Add these deals up, and the firm is sitting on a $25
billion backlog of guaranteed future income.
Another of
my favorites is Canada's leading producer of high-quality
light oil -- which sells for up to $15 more per barrel than
heavy sour crude. This powerhouse is already producing
167,000 barrels per day -- with 660 million more barrels
just waiting to be pumped up. Any investor disgusted by 2%
CD yields will want to know more about this reliable 6.8%
yielder. You'll get the names and ticker symbols of both of
these stocks in my free reports.
Before I go on, let me introduce
myself. My name is Nathan Slaughter.
I'm not famous. I'm not a Wall Street big shot. I'm
just an independent investment analyst working out of
Shreveport, Louisiana... but I'll put up my track record
against anyone's in the business.
Before I joined StreetAuthority I spent several years
at AXA/Equitable Advisors, one of the world's largest
financial planning firms. I later honed my research skills
at Morgan Keegan, where I managed millions in portfolio
assets. |
 |
But my
best credential is my track record here at StreetAuthority. My "Top
Growth Picks" Portfolio has more than tripled the S&P 500 since it
started in 2003.
StreetAuthority is one of the nation's largest
financial research outfits. We've been in business for over a
decade, and our analysis has appeared on Nasdaq, Forbes, Yahoo, AOL,
and many other well-known media outlets.
Today, we
publish our research to over 2 million readers in 175
countries. We employ dozens of people, and we have analysts
and researchers all over the U.S. and Canada.
I happen to live in Desoto Parish in northwest
Louisiana. Back in March, my backyard became the nation's
top-producing natural gas field.
So I've had a grounds-eye view of the transformation
that has turned sleepy rural areas into bustling hives of
drilling activity. Leasing bonuses and royalty payments are
flooding in.
I like to invest in what I know, so I've been putting
my subscribers into natural resource stocks for years... |

Nathan Slaughter lives in
the middle of the nation's
top-producing natural gas field. |
Last
year we booked a
106.4% profit in Silver Wheaton (NYSE: SLW)...
86.6% in Kinder Morgan (NYSE: KMP)... 119.4% in
Magellan Midstream (NYSE: MMP)... 107.4% in PetroChina (NYSE:
PTR)... and 125.3% in MV Gold Miners (NYSE: GDX).
Not everything I recommend goes up, but I've had more
success with natural resource stocks than in any other sector.
In March 2009 -- right after oil prices bottomed out at
about $30 per barrel -- I urged my readers to buy ConocoPhillips
(NYSE: COP). I explained "This dip in energy prices has left one
of the world's premier energy companies trading at just 6 times
earnings. I think the stock represents a compelling opportunity."
The stock went on to
gain 126% in just two years.
That same month, I highlighted five other energy stocks
for my subscribers that I thought were strong buys. Two years later
they were up an average of 102%.
 |
At the end of 2009, I went out on a
limb and chose my single top pick for 2010. I picked a
silver producer then trading at $17.40. About a year later I
sold the stock at $35.74, for a gain of +106.4%. |
 |
In July 2010, I singled out a
platinum and palladium producer as my Stock of the Month. It
was selling at $13.19. One year later, the stock had already
doubled.
|
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In October 2011, I added a tiny oil
& gas exploration stock to my real-money portfolio. The firm
already reported a 162% jump in quarterly profits, but I
think the best is yet to come. This up-and-coming player is
on pace to DOUBLE its oil & gas output, and it recently
locked in 60,000 acres of land on top of one of the most
promising new oil and gas finds in U.S. history. Drilling is
slated to begin in 2012, and my shares are already up
+21.1% in the first few weeks.
|
Let Me Send You My Latest
Research Now
Over
the years, I've bought and sold plenty of stocks. And I've made my
biggest profits by riding long-term bullish trends -- exactly what
we have today with uranium.
That's why I put together my in-depth report on uranium
--
This Rare Commodity Could Be the Best Investment of the Coming
Decade.
It's free for all interested investors. All I ask is
that you sample my monthly natural resources newsletter --
Scarcity & Real Wealth.
In a world of crooked politicians, paper money and
ballooning government debt, Scarcity & Real Wealth brings you
investments with real, tangible value. This monthly advisory focuses
on the rarest and most valuable assets on the planet -- uranium,
oil, gold, and other natural resources. These critical inputs are in
short supply, yet worldwide demand is exploding.
As you'll see when you get your first issue, investing
in the path of growing scarcity is one of the surest bets in
investing.
So far, the readers following my work seem to like
it...


Mark
is talking about Petrohawk. I bought this natural gas play last
January. The company operates right in my neighborhood and I drive
by its wells every day. On July 14, 2011 BHP Billiton announced it
would buy Petrohawk out for $38.75 a share in cash -- 103% higher
than the price we paid less than six months earlier.
We're hearing lots of good things from subscribers
these days. One of our readers said he bought Petro One Energy at
$0.62 and sold at $1.47 for a profit of $18,000.
Another subscriber told us "I have purchased a number
of gold, silver, palladium, uranium and lithium stocks. I bought
Silvercorp Metals (NYSE: SVM) for $3.60 and sold at $11.55. I bought
the iPath coffee ETF (NYSE: JO) at $45.19, sold at $69.90 and made
$12,400. Thanks."
Laurent R. of Webster, New York says that the stocks he
bought based on my analysis "have been very productive and a boon to
my increasing net worth."

Now,
there's no guarantee
Scarcity & Real Wealth will be the right publication for you.
So here's what I'd like to do.
Try Scarcity & Real Wealth on a no-risk trial
basis... and then decide then if my research is what you're looking
for.
During your trial period you'll have full access to the
names and profiles of the top natural resource plays I'm finding
worldwide.
You'll also get the names of all of the stocks I've
been talking about today -- along with ticker symbols -- in my
latest series of special reports for natural resource investors.
A few of these scarcity plays are household names, but
I don't think one investor in 100 has heard of all of them.
For example, one of my picks brings you a resource
stock that pays its profits directly to investors. It has to, by
law. Only it pays much bigger dividends, because it pays no tax to
the government.
As an added bonus, the taxes on your gains are so low
that you'll think the IRS has made a mistake.
One StreetAuthority subscriber, Fred S. of
Baltimore, has had a very happy experience in this market. He tells
us he invested less than $25,000 in 1992... and his stash is now
worth almost $300,000.
As far as we're concerned, these securities are the
best natural resource investment that nobody talks about.
The only reason they don't get more publicity is
because they're designed for the small investor, not the big boys.
With their low level of institutional ownership, Wall Street's
hordes of salesmen have little reason to pay attention.
Well, we're not part of the Wall Street machine. And we
think they are too important to ignore -- especially for any
investor who likes a nice yield. So I've included a great way to
participate in this sector in a second research report, The 3
Best Stocks to Own if Oil Hits $150.
I can't go into details on all these picks or I'd be
here all day. Instead, why not just send for a free copy of this new
report? It comes automatically with your risk-free trial
subscription to
Scarcity & Real Wealth.
My new service gives you a way to hitch your wagon to a
locked-in trend. With so many forces converging to drive commodities
higher, you don't need a PhD to grasp why this is working so well.
Every year 80 million new people are born who need to be fed,
clothed, and sheltered. Meanwhile, supplies of virtually every
natural resource the world needs are shrinking -- which is why
prices continue to rise.
Keep in mind that not every natural resource stock will
go up. And, of course, commodity prices will fluctuate. But by and
large, I believe high and rising commodity prices are here to stay.
In fact, I'm convinced that investing in the right
natural resource stocks will make you more money in the coming
decade that you'll make anywhere else. That's the simple premise
behind every recommendation in Scarcity & Real Wealth.
If you agree with anything I've said so far, then let
me give you access to all the research we've done in this field --
including our six in-depth research reports. They reveal the best
ways we've found to profit from the ongoing pressure under natural
resources. They're free, so you might as well take a look and see
for yourself.
I'll tell you how to get started with Scarcity &
Real Wealth in a moment. But first I want to tell you about
another bit of research I've been working on...
The Best Commodity Play
for 2012 and
Beyond... and It's NOT Gold or Oil
See this?
You're looking at one of the most unusual minerals in
the world. Some people call it "the oil of the 21st
century."
It may not look like much, but no other metal in the
world can do what this one does. It's light enough to float
on water and soft enough to be cut with a knife. Businesses
are willing to pay hundreds of millions a year for these
eccentricities... because it is a key ingredient in
everything from pharmaceuticals to rocket fuel. |

Demand for lithium (above) is soaring due to
its use in electric batteries. |
It's a
lubricant, a propellant, and a nuclear reactor coolant. It's also
crucial for fireworks, airplanes, glass cookware and medicines.
But its real magic is that, pound for pound, this
featherweight metal can store more electric energy than just
about any other material. That has made lithium the
battery maker's best friend.
Rechargeable lithium-ion batteries have twice the
energy density of yesterday's outdated nickel-cadmium technology. So
they are becoming mandatory in everyday products from digital
cameras to video game players.
You've probably got some lithium within reach right
now. If you own an iPad or iPhone, you definitely do.
But electronic gadgets aren't why I'm so excited by
lithium.
The real action is in cars -- electric cars, to
be specific.
President Obama wants to put one million electric cars
on the road by 2015, and 10 times that amount by 2018. The
government is bankrolling the transition with some heavy incentive
dollars.
GM is going electric with the Volt. Ford is planning a
battery-powered car based on the Focus. And of course Toyota has the
Prius... Honda the Insight... and Nissan the Leaf.
But car makers won't be the biggest winners from the
craze for electric vehicles. Instead, I think there's another way
to make even more money from the transition to battery-power.
The epicenter of this profit play is nearly 5,000 miles
from Detroit in a windswept desert in Chile. It holds the world's
largest deposits of lithium... and six pounds of it are needed in
every new electric car rolling off the assembly line. It's the Saudi
Arabia of lithium.
There is no direct play on lithium itself. There are no
lithium trading pits, no futures contracts, and no way to take
physical possession. The metal is so volatile that it's stored under
a protective coating of petroleum jelly.
So we suggest simply buying the world's #1 miner of the
stuff. Because it is always sunny and dry in the Chilean desert,
this company can operate year-round while its competitors must shut
down their plants in bad weather.
Even better, its ore is extremely concentrated. So it
can produce lithium at a cost of $1.10 a kilogram. That's 33% lower
than one rival and 55% lower than another. That is undoubtedly a big
reason why its stock is up 404% in the past five years. But
since the electric car revolution is still in its infancy, I think
this stock's winning streak will continue.
There's a lot more I'd like to tell you about this
great company. Rather than go on and on right now, I've put
everything you need to know in a special report, The Best
Commodity Play for 2012 and Beyond… And it's Not Gold or Oil.
This report gives you my overview of the lithium
industry... why I think lithium prices will continue to soar... and
the name and ticker symbol of my top pick in this arena.
You'll also see an easy way to invest in lithium with a
single security that owns 22 lithium plays... some of which you
can't even buy here in the States. It's truly a remarkable
collection of investments that you won't find anywhere else.
Even better, this report is free as a
"get-started" gift to new readers of my Scarcity & Real Wealth
advisory. It's a great sample of the sort of hard-asset investments
you'll find every month in my newsletter.
Before I get to that, let's look at one final metal
play that you absolutely have to consider right now.
More Important than Gold
(and Rarer than You Think)
Gold
may grab the headlines, but in almost every way that matters, silver
is the more valuable metal.
If gold disappeared from the face of the earth
tomorrow, most people would barely notice. But if silver vanished,
our lives would be severely disrupted.
Unlike gold, silver has a host of critical industrial
uses. It's in more of our most useful devices than any other
commodity besides petroleum.
Small amounts of silver are needed in just about every
electronic device made -- from cell phones to TVs to computers to
cameras to MP3 players to iPads. It is also important in
batteries... disinfectants... solar energy... and water
purification.
Silver is everywhere… it's in every wall switch in your
house. It's in your washing machine, dryer, refrigerator and car. So
silver users can't simply stop buying when prices get high. They
have to keep on buying.
But here's what few people realize: we have
shockingly little silver on hand. Silver inventories have fallen
92% from the start of the 20th Century. We actually have five times
more gold than silver in above-ground supplies.
It makes sense when you think about it. 90%
of all the gold ever mined has been saved, but 90% of all the silver
ever mined has been used up for industrial purposes.
At the current rate of use, all known
silver reserves will be mined out in 27 years. Scarier yet, if the
rest of the world starts using silver at just half the rate we do in
the U.S., it will be gone in seven years.
As that date approaches, silver's huge run
up of the past few years will look like a blip on the chart. The
move I see coming gives investors the chance to make a small
fortune.
In 1980, as the nation was reeling from
Carter-era inflation and investors were buying up precious metals...
silver hit $143 per ounce in today's dollars.
But there is much less silver available
these days. Back then less than half of newly mined silver went into
industry. Now it's 75% and rising. So the price could go way past
$143 the next time silver makes a run. And silver stocks leveraged
to the price of the metal could go up multiple times more.
I just wrote up two in-depth reports on
silver, including Our Two Favorite Ways to Profit from the
Coming Silver Boom, and
StreetAuthority's Silver Buying Guide. I'm dying to send
you a copy of both. They won't cost you a penny, either.
If you agree with anything I've said so
far, then let me send you the package of reports revealing my
favorite ways to profit from real assets. They're free, so you might
as well take a look and see for yourself.
You have the wind at your back with these
stocks. The market demand for these picks isn't going anywhere.
Every single person in the United States needs 25,000 pounds of
minerals per year dug out of the earth to make the items that they
use every day.
We wouldn't even have a stable supply of
electricity without these minerals. And look at everything else we'd
have to go without...
No Cell phones... No DVD players... No
Lasers... No Solar cells... No Catalytic converters... No Water
filters... No Flat screen TVs... No Computer hard drives... No Fiber
optics... No Headphones... No Anti lock brakes... No X-ray
machines... and on and on.
Do you really think people are going to
stop using these marvels just because they get a bit more expensive?
Even if they cost two or three times as much, I bet people will keep
buying and these companies will keep profiting.
Let Me Give You All My
Current Recommendations -- Now
I've
tried to present the facts as I see them today.
There's nothing fancy about my premise.
It's basic Economics 101.
When the world wants more of something --
and there is already not enough to go around -- the smart thing is
to be on the selling side of the equation.
That means investing in suppliers by
purchasing natural resource stocks now. With so many forces
converging to drive commodities higher, this is an almost effortless
way to invest.
Demand for every critical resource in the
world is growing faster than supplies. Emerging nations are already
using more than half the world's resources. And their per capita
consumption is still a fraction of what we use in the West. Imagine
how hard prices will be squeezed as their use approaches ours!
As you'll clearly see in Scarcity & Real
Wealth, companies that can deliver the raw goods the world so
desperately needs will enjoy constantly rising revenues -- and I
believe their stock prices will go along for the ride.
All new subscribers to Scarcity & Real
Wealth receive a series of research reports on our latest
research in natural resource investing.
Here's a quick look at the reports you'll
get with a one-year subscription:
 |
This Rare
Commodity Could Be the Best Investment of the Coming Decade
We see
astonishing price moves in the near future for uranium.
Despite the Fukushima disaster in Japan, more nuclear
reactors are being built than ever. That's because uranium
is the only fuel that can possibly give 3.5 billion new
consumers in oil-poor nations the power they need.
According to Morgan Stanley, 147 new
nuclear reactors will come online worldwide over the next 10
years. And uranium miners can't even meet the world's
appetite today.
Once our Russian supply lifeline is cut,
uranium could really skyrocket. It's time to grab a few
shares in these uranium plays... especially the only uranium
miner in the world that can ramp up production enough to
meet growing demand... and settle in for a long and
profitable ride. |
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The Most Promising Rare Earth
Metals for Investors
They are 17 of
the most unusual minerals in the world… and without them,
you can say goodbye to the modern way of life. No more flat
screens... no more computer hard drives... no fiber-optic
cables... no digital cameras... no MRI machines. No more
satellites... no more GPS.
Considering how vital they are to our
national security and way of life, you'd think the United
States would have a deep strategic reserve of these metals.
Wrong. We barely produce any at all. China
is responsible for 97% of the world's rare earth production.
And for the past 10 years, China has been allowing fewer and
fewer supplies into the market.
The result has been predictable: rising
prices across the board. If you're looking for a big
score... this is a good place to hunt. Although prices are
volatile, many rare earth metals have already jumped several
hundred percent, and there's no reason the stocks can't do
the same. |
 |
The 3 Best Stocks to Own if
Oil Hits $150
Oil spiked to nearly $150
per barrel a few years back. The price could easily top that
going forward thanks the factors you'll discover in this
report.
You can debate peak oil all you want. But
you can't argue that the world is growing more oil-hungry
every year. In just 150 years we've burned through oil
reserves that took millions of years to form.
In 20 years, the world will need the
equivalent of four new Saudi Arabias to meet demand. But oil
production has peaked in more than 50 countries. U.S. oil
production has dropped almost in half since 1970.
With so many forces converging, it's
logical to assume that oil could go much higher. So we've
written up our three favorite ways to profit from rising oil
prices in this new report.
Our first pick is a Denver-based
driller that acquired 206 million barrels of oil reserves
for less than $7 per barrel. It's already producing 25
million barrels a year… and it replaces every barrel of oil
it sells with two new ones. It is sitting on half a million
acres spanning 500 well locations, including prime acreage
on top of the largest oil find in the continental states in
40 years.
The second is such an expert
horizontal driller that it's squeezing out oil from wells
that were once considered dried up and dead. It has been
doing this for a decade – and its operating costs are just
$37 per barrel. We predict upside of at least 100% in this
one.
Our third is Canada's leading producer of high-quality,
light oil. This powerhouse is already producing 167,000
barrels per day -- with 660 million more barrels just
waiting to be pumped up. Its steady production throws off
ample cash to fund a 6.8% yield. |
Better yet, take a two-year subscription to Scarcity & Real
Wealth
for just $79.90 and you'll receive four additional reports:
 |
The Best Commodity Play for
2012 and Beyond… and It's Not Gold or Oil
Energy insiders are calling lithium "the
oil of the 21st century." Businesses are willing to pay
hundreds of millions a year for it... because it's a key
ingredient in everything from electronics to rocket fuel.
But its real magic is that, pound for pound, this
featherweight metal can store more electric energy than just
about any other material. That has made lithium
indispensable in electric cars. Here we analyze the stock of
the world's #1 miner of the stuff. Its stock is already up
300% in the past five years… and since the electric car
revolution is so young, we think its winning streak will
continue.
This report gives you our overview of the
lithium industry... why we think lithium prices will
continue to soar... and the name and ticker symbol of our
top pick in this market.
You'll also see an easy way to invest in
lithium with a single stock that owns 22 lithium plays...
some of which you can't even buy here in the States. It's
truly a remarkable collection of investments that you won't
find anywhere else. |
 |
The 3 Best Energy Stocks to
Hold Forever
Every now and then you find a company in
such a powerful position that you can buy its stock and hold
it forever. We've found three such gems in the energy
industry whose deep moats give them compelling entrenched
advantages.
If you want to hold onto a stock for a long
time and let your profits compound, here are three great
choices.
The first two are sitting on massive oil
and gas reserves in politically stable areas that will
ensure a steady flow of revenue for decades. The third has
the world's largest deepwater drilling fleet and its rigs
rent for up to $1 million per day. It should be plenty busy
for years working in the Black Sea and extracting the 80
billion barrels of oil discovered off the shores of Brazil.
It yields 6.1%, it has a $24.6 billion contract backlog, and
in the next five years earnings are projected to grow 22% a
year. |
 |
Our Two Favorite Ways to
Profit from the Coming Silver Boom
Silver is arguably the most important metal
in the world. It's used in more of mankind's products than
anything besides petroleum. But we have shockingly little on
hand. Silver inventories have tumbled 92% from the start of
the 20th Century.
At the current rate of use, all known
silver reserves will be mined out in 27 years. Scarier yet,
if the rest of the world starts using silver at just half
the rate we do in the U.S., it will be gone in seven years.
As that date approaches, silver's huge run
up of the past few years will look like a blip on the chart.
In fact, the last time silver started a run-up in conditions
like this, it soared 1,435%.
In this report, you'll see why $125 silver
is possible, and why even $200 per ounce isn't out of the
question. You'll also get our favorite ways to profit from
silver right now. |
 |
StreetAuthority's Silver
Buying Guide
This in-depth guide contains dozens of tips for investing in
silver, including:
| -- |
Where to buy
the cheapest silver in the world -- and it's even
purer than .999 |
| -- |
Where to buy
real, hold-in-your-hand silver for just $3 |
| -- |
A creative way
to find pre-1964 U.S. coins that are 90% silver |
| -- |
Ask the teller
for this the next time you're at the bank -- you
might get silver |
| -- |
Four advantages
junk silver gives you over bullion |
| -- |
The top 5
places to find junk silver |
| -- |
How to use
mutual funds, ETFs and IRAs to invest in silver |
|

Try It Now for 80% Off
The
masthead price for my
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But today we're trying something different. Sign up
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You'll pay just $39.95 for one year of my
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12 Issues of Scarcity
& Real Wealth
-- Each issue includes an in-depth feature on my top pick of
the month and is loaded with fresh new investing ideas as
well as updated advice on my previous recommendations. |
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Instant Access to My
Entire $100,000 Real-Money Portfolio -- I actually buy
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also give you 48 hours advance notice before I buy or sell
any security -- giving you time to beat me to the punch. |
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Report #1: This Rare
Commodity Could Be the Best Investment of the Decade |
 |
Report #2: The Most Promising
Rare Earth Metals for Investors
|
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Report #3: The 3 Best Stocks
to Own if Oil Hits $150 |
Sign up for two years and
you'll also get these four additional reports…
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Report #4: The Best Commodity
Play for 2012 and Beyond… and It's Not Gold or Oil |
 |
Report #5: The 3 Best Energy
Stocks to Hold Forever |
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Report #6: Our Two Favorite
Ways to Profit from the Coming Silver Boom |
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Report #7: StreetAuthority's
Silver Buying Guide |
Now I
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Take the next month to look at my in-depth
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The best part about this offer is that you
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Nathan Slaughter
Editor, Scarcity & Real Wealth



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