By Konstantin Ogurchenkov, analyst, Casey Research

In a couple of decades, you won’t find a new car that runs on fossil fuels.

To reach climate goals, most countries have already announced when they’re ending sales.

It ranges from 2025 in Norway up to 2050 in Indonesia.

The U.S. aims for 2030 to 2035, depending on the state.

Soon, internal combustion engines (ICE), powerful V8 motors, turbochargers, and oil changes will be the stuff of stories…

That means in just a couple of years… most of us will have no choice but to drive electric vehicles (EVs).

Such a massive change is going to mint millionaires. Today, I’ll show you how we can potentially be one of them by getting in early. And mark my words… we’re still early.

If this is your first time reading the Dispatch, welcome. If you’ve been here before, welcome back.

I’m Konstantin Ogurchenkov, and I’ve been a Casey Research analyst since 2015. I’ve worked under great newsletter editors and investors like Louis James, Doug Casey, and for the past several years, Dave Forest and John Pangere. (In fact, Dave and I are neighbors.)

I’ve learned a lot from them. And now, I want to share some of what I’ve picked up from the greats with you…


It’s now clear that we are moving towards a clean electric future.

Right now, we’re hearing about when new ICE vehicles will no longer be sold. I believe the next step will be the complete phasing out of the existing ICE fleet.

First, we won’t be able to buy a new ICE car. But some can run for decades, meaning an ICE car sold in 2030 can be on the street up until 2050 or even further.

I mean, plenty of folks drive fancy, old cars…

And plenty of the cars you see on the streets today were made in 2000 or earlier.

So how will the government “incentivize” the shift?

Well, fossil-fueled cars might face a special tax regime and hefty insurance. Not to mention rising gas prices, which are in the government’s hands.

It will be a luxury item that not all of us can afford.

Businesses will be in the same boat. Sectors with heavy reliance on transport will have to upgrade their fleets, too.

Therefore, retailers like Amazon and Walmart are switching to EVs right now. Major miners are also upgrading their heavy-duty machinery to battery-powered fleets. Agriculture, deliveries, car rentals, the list goes on.

Soon, we will see more headlines like this:

Hertz headline

Yet, before the real massive adoption of EVs, there must be a stable EV network. We currently don’t have the infrastructure needed for mass adoption of EVs. This includes chargers that will allow people to take long road trips. And not only in big cities, but in rural areas as well.

These chargers also need support from the U.S.’ decaying power grid. It will require upgraded power lines and plants to generate enough power to feed them.

A lot of work and a lot of funds will flow into the EV sector.

Government Billions Are Going to EVs

President Biden signed a $1.2 trillion infrastructure bill. It will fund $7.5 billion of EV charging facilities across the country.

That’s a lot of cash… but not enough for a big country like the U.S.

Industry insiders called for another $75 billion of investment from the private sector:

But the new law’s $7.5 billion for alternative fuels corridors and a nationwide electric vehicle charging network must be designed to attract at least $75 billion in private investment.

This will help with an ambitious goal of putting 109 million EVs on the streets. And support their charging network across all of North America by 2040.


From the chart above, you can see how ICEs are set to quickly lose market share to EVs. After 2040, EVs will take over the streets.

It is a long-term projection, and EV penetration can go faster. Then it will require even more funds – and sooner – to support a clean future.

Our Way to Profit

Here’s the good news for you and your wealth: Today, we are still in the early days of EVs.

That means there’s plenty of time to profit.

My colleagues David Forest and John Pangere got into this sector quite early. After all, their Strategic Investor newsletter is designed to look out for megatrends on the horizon and share how to profit from them with everyday folks.

So far, they managed to book massive gains on these EV-related picks (remember, lithium is a crucial input in EV batteries):

Hall of Fame

(Click image to expand)

And they still have an open position with over 1,540% gain…

If you’re a subscriber to Dave and John’s work in Strategic Investor or Strategic Trader, you likely have similar gains in your portfolio.

Congratulations on getting in early on such a huge trend.

But if you’re new to these, there is a simple investment tool that you can start using to profit today. It’s the Global X Autonomous & Electric Vehicles ETF (DRIV). It has $1.3 billion in assets and follows a basket of EV-related companies. 

Let’s gain,

Konstantin Ogurchenkov
Analyst, Casey Research

P.S. At Casey Research, we prefer to handpick the best stocks on the market. The ones that will outperform major indices, ETFs, and even Tesla.

These can gain as much as our open position of 1,540%.

It’s enough to turn a $1,000 investment into $16,400. You won’t get the same return from a passive index or ETF. It also beats Tesla’s 310% gain in the same time frame.

If you want to get in on gains like this… check out Dave Forest’s presentation right here.

You won’t regret it.