Dear Reader,

Several supply shocks have unfolded recently:

First, there was the lithium shock of 2021.

Next, Russian tanks charged into Ukraine…resulting in severe gas shortages across Europe.

Then came the ‘nickel panic’ of February 2022,

Finally, the coal bidding wars shot prices up.

Each of these events crippled critical commodity supplies…triggered panic buying of certain stocks…and left a handful of investors with staggering returns like these:

• Ainsworth Game Technology [ASX:AGT] — 1,553%
• AVZ Minerals [ASX:AVZ] — 2,490%
• Arizona Lithium [ASX:AZL] — 4,900%
• Vulcan Energy Resources [ASX:VUL] — 6,713%

Mining veteran James Cooper says this cycle of shortages, panic buying, and profits could happen all over again…

…Thanks to an alarming deficit in a certain battery metal that’s critical to the net-zero push.

Here are two new stock plays that could benefit from this mega event.

Cheers,

James Woodburn,
Publisher, Fat Tail Investment Research