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The Daily Reckoning Australia
 
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Dear Reader,

Batteries are the new oil.

At least, that’s what Morgan Stanley predict.

Batteries could ‘do for this century what oil did for the last’.

As independent research firm McKinsey put it:

The battery market is taking off.

It is likely to grow into a massive industry within the next decade, creating thousands of jobs and serving as a national economic engine for decades to come.

Just how ‘massive’ could that industry be?

Australia’s Federal Resources Minister Keith Pitt put it like this:

There are expectations around the battery sector of an up to 100-fold increase in the next 10 years.

We’ll want to get as big a part of that into the Australian economy as possible.

It’s a big claim.

But there are signs he’s right.

See, all of these batteries — every single one of them — will require a set of ‘critical minerals’ that are in very short supply worldwide.

But not here in Australia — which is already sending some resource stocks flying higher.

In particular, the Aussie lithium sector has boomed. Just look at some of the price moves we saw between 2020 and March 2022:

AVZ — 2,490%
SYA — 3,733%
PLS — 2,192%
AZL — 4,900%
LKE — 7,945%
CXO — 9,284%
LTR — 3,985%
VUL — 6,713%
ESS — 500%
AGY — 1,553%
GLN — 1,445%

Moves like that are real outliers. And of course, not every lithium stock has soared.

But for the past few months, I’ve been investigating which stocks could be next in line.

I’m not just talking about lithium here…though, of course, it’s part of the story.

This is bigger. Much bigger. And I think it presents a major opportunity for Aussie stock investors.

It’s certainly not risk-free.

But if I’m right, I think there’s money to be made from this story.

And I reckon these three unknown Aussie stocks could be at the heart of it all.

Cheers,

Callum Newman Signature

Callum Newman,
Editor, Australian Small-Cap Investigator

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