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Trump’s Real Thoughts on Renewables
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Trump’s Real Thoughts on Renewables

Dear reader,

Forget everything you think you know about Donald Trumps view on renewable energysources.

As with everything in politics (the events of the past week alone should provide sufficient evidence), nothing is as it seems.

Don’t get me wrong… Trump’s anti-green movement rhetoric is famous.

trump

Just yesterday, in his latest attack on carbon neutral energy, he called the famous progressive left dream, better known as the Green New Deal, the “green new scam.”

And its most vocal supporters love it as much as they love their diesel trucks and propane stoves. But when you look at the reality of American decarbonization, you start to see that words only tell part of the story.

Currently, four of the five states in the US that produce the most solar energy are Republican-leaning or all-Republican.

Democrats love renewables…but not in their backyard

Texas, Florida, Arizona and North Carolina, with two others in the top ten.

So whatever voters on the street may think, when it comes to big business, the importance of green energy has already become clear, even in the reddest regions of the country.

Given that Trump is primarily a businessman and a promoter, the idea that he would miss the opportunity to strengthen his position and the strength of America’s infrastructure is shortsighted at best.

Renewables currently account for 12% of total energy production in the US, which is equal to the total energy demand in Germany.

It is therefore absurd that Trump, who is almost certainly in the presidency after the attack on his life last weekend, does not support this absolutely essential piece of our infrastructure pie.

But please don’t take my word for it. Look at his latest biggest supporter, Elon Musk, a man whose name is virtually synonymous with electricity, batteries and carbon neutrality.

Why would the billionaire who embodies the green movement ever support a candidate who has openly spoken out against the movement?

The answer is simple… Because while Trump will make many grand statements between now and November, he will ultimately behave as he is programmed to behave: as a capitalist.

Want to know the future of renewables? Follow The Money

He knows there is demand, there is supply, and there are other countries he can compete with. And all of this means more, not less, investment in renewables at every level, from power generation to the batteries that support them.

One specific area the Trump administration is likely already looking at is large-scale battery storage for wind and solar energy.

These batterieswhich provide short-term energy storage, are absolutely necessary because daylight and weather patterns make it impossible to produce power 24/7.

utility scale energy storage

Currently, lithium batteries are the standard.

Unfortunately, lithium can be a sensitive issue for Americans, as we have to purchase almost all of our lithium from none other than the Chinese.

But a new type of battery, which can last up to 30 years or 25,000 charge cycles, makes all these problems redundant.

Batteries that last longer than the solar farm

These batteries are called vanadium flow and are typically larger and heavier than their lithium counterparts. However, in an application where size and weight are not a consideration and the most important factor is longevity (such as large scale energy storage) they are perfect.

And as the name suggests, they don’t use any lithium at all.

Currently there is a small British company producing vanadium batteries that is starting to make a name for itself in the US market.

It has already secured contracts with the Department of Energy and the benefits these batteries offer are undermining lithium’s dominant position in this area.

So don’t listen to Trump’s words, but anticipate his actions. Everything you just read, his advisors already know or will soon know.

Now that his next presidential term is his last and the pressure of reelection is gone for good, he can cement his legacy. And shoring up America’s infrastructure is the greatest achievement a president can aspire to.

Watch this video presentation to learn more about this technology, the market and the company behind it.

Fortune favors the bold,

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Alex Koyfman

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His flagship publication, Microcap Insider, delivers market-beating insights into some of the fastest-moving, highest-earning companies available for public trading on the U.S. and Canadian exchanges. With over 5 years of track record to back it up, Microcap Insider is the choice for the growth-oriented investor. Alex regularly contributes his thoughts and insights to Energy and Capital. Click here to learn more about Alex.