Dear Reader,

There’s a ‘hidden crisis’ in the EV industry that many investors know nothing about.

But one Aussie small-cap is set to solve it.

See, when it comes to EV battery tech, everyone is focused on lithium.

But lithium has an overlooked ‘little brother’…

A critical component that one industry insider described as ‘equally important to a battery as lithium, if not more’.

Here’s the big, unforeseen problem: this resource is facing a supply crunch, according to Benchmark Mineral Intelligence.

The Western world can’t produce it at scale, and 90% of the global supply comes from China.

The situation is so bad, the US is labelling it a national security issue.

Here’s where this Aussie small-cap comes in…

It owns a huge stockpile of this resource.

And it’s set to be the first non-Chinese supplier to both the US and Europe.

If the firm succeeds in solving the supply crunch, it could send its share price soaring.

Click here for more details.

Cheers,

James Woodburn,
Publisher, Fat Tail Investment Research