What is the one metal that Elon, Zuckerberg, Satya and Bezos need?
Let me list the people who cannot do what they're trying to do without lithium.
Elon Musk. Tesla builds EVs. Every battery pack: lithium. Tesla builds Megapacks for grid storage. Every unit: lithium. Tesla is building the largest battery factory in the world. It runs on lithium.
Satya Nadella. Microsoft just committed $80 billion to data center construction in 2026 alone. Every data center has lithium-ion battery backup. No lithium, servers go dark.
Mark Zuckerberg. Meta is building a data center in Louisiana the size of a small city. Same deal. Lithium-ion backup is not optional. It's infrastructure.
Jeff Bezos. Amazon is spending $100 billion on data centers. AWS powers half the internet. The backup systems that keep it running: lithium.
Sam Altman. OpenAI's models run on compute. Compute runs in data centers. Data centers run on electricity. When the grid hiccups, lithium keeps the lights on.
These five men are spending over a quarter trillion dollars building facilities that physically cannot operate without lithium batteries.
The world produces 300,000 tons of lithium a year. It needs 5.5 million by 2040.
One company just turned on the largest lithium extraction plant in the United States. Their technology pulls up to 3X more lithium than the old method. 98% recovery. Battery-grade output. Live. Producing. Now.
At full scale: 50,000 tons per year. About a billion dollars in annual revenue.
General Motors led their $50 million round. DOE awarded a grant. POSCO and Eni are in. 120+ patents. 47,000 investors. $171 million raised.
Shares are $12. After tonight, that price increases.
Musk, Nadella, Zuckerberg, Bezos, and Altman are all bidding for the same finite resource. The company producing it is $12 a share.
For a few more days. Details here.
This is a paid advertisement for EnergyX's Regulation A+ Offering. Please read the offering circular at invest.energyx.com/. Under Regulation A+, a company has the ability to change its share price by up to 20%, without requalifying the offering with the SEC.