5x the Lithium by 2040 — and an 80,000-Ton Gap Now

⏱ The 60-Second Catch

•  The U.S. is heading toward a structural lithium shortage — demand is projected to climb several-fold by 2040 while supply deficits are already forming.

•  That shortage is why Regulation A+ raises keep landing in inboxes: private companies can now sell early-stage shares to ordinary investors, with disclosure — and with real illiquidity.

•  And calendar-based market predictions are back — a reminder that a specific date is a marketing device, not a forecast method.

How Texas Will Become a Lithium Powerhouse

How Texas Will Become a Lithium Powerhouse

Texas just made history. EnergyX commissioned the largest lithium production demo facility of its kind in the state, and they’re just getting started.

America needs 5X more lithium by 2040. But supply deficits are already forming, with Morgan Stanley projecting an 80K-ton shortage this year alone. So oil giants like Exxon and Chevron have been buying up land in Texas, America’s emerging lithium hotspot.

EnergyX’s patented technology produces up to 3X more lithium than conventional methods at 500X the speed. Not only that, they have rights to nearly 50,000 acres of lithium-rich Texas land with 3M+ untapped tons, part of a global portfolio with up to 15M+ tons.

This isn’t a concept. The facility is live, producing lithium today. General Motors, POSCO, Eni, and 50,000+ investors have already backed them.

Disclaimer: Energy Exploration Technologies, Inc. (“EnergyX”) has engaged Dynamic Industries to publish this communication in connection with EnergyX’s ongoing Regulation A offering. Dynamic Industries has been paid in cash and may receive additional compensation. Dynamic Industries and/or its affiliates do not currently hold securities of EnergyX. This compensation and any current or future ownership interest could create a conflict of interest. Please consider this disclosure alongside EnergyX’s offering materials. EnergyX’s Regulation A offering has been qualified by the SEC. Offers and sales may be made only by means of the qualified offering circular. Before investing, carefully review the offering circular, including the risk factors. The offering circular is available at invest.energyx.com. Comparisons to other companies are for informational purposes only and should not imply similar results.

The Shortage Is the Story. Everything Else Is Timing.

Strip away the countdowns and one slow fact remains: electrifying transport and building out the grid requires staggering quantities of lithium, and the world does not currently produce enough of it. Demand is projected to rise several-fold over the next fifteen years, and new supply takes the better part of a decade to bring online.

That gap is why the majors are moving. When Exxon and Chevron start acquiring brine acreage in Texas, they are not chasing a headline — they are pricing a structural deficit that their own long-range models flag. Extraction technology, permitting, and water are the real constraints, and they will not resolve on any marketing calendar.

What this means for your money: the lithium thesis is real and durable, which is exactly why it does not need a July deadline to be true. A genuine multi-decade shortage rewards patience, not urgency.

Regulation A+ Is Why These Land in Your Inbox

Two of tonight’s three pitches are Regulation A+ raises, and it is worth understanding the mechanism rather than the urgency around it. Reg A+ lets a private company raise from ordinary investors without requiring them to be accredited — a real democratization of access that did not exist a decade ago.

The disclosure is genuine: an offering circular filed with and qualified by the SEC, audited financials, stated risk factors. That is meaningfully more transparency than a typical private placement. It is also the reason you can read exactly what you are buying, if you choose to.

And what you are buying is illiquid. There is usually no market to sell into — not next week, possibly not for years, possibly never. The price is set by the company. A reserved ticker and an eighteen-month IPO target express intent, not schedule; most companies that raise this way do not list on time, and many never list at all.

Last Chance at $0.52 Before Mode Mobile Goes Public

⚠ ROUND 1 SOLD OUT · ROUND 2 SOLD OUT ⚠

59,095+ investors have committed $71.7M+. The previous two rounds sold out entirely. This one, $0.52/share.

Mode Mobile — Deloitte’s #1 fastest growing software company in North America — is still pre-IPO.

490 million users. $115M+ lifetime revenue. $11.8M actual EBITDA. Nasdaq ticker $MODE reserved. IPO within 18 months.

Kevin Harrington — original Shark Tank investor — backed it. CNBC covered it. Forbes wrote about it.

The first two rounds filled. After that, $0.52 is gone.

✓ 59,095+ investors already committed $71.7M+
✓ Previous rounds sold out entirely — no exceptions
✓ IPO targeted within 18 months — Nasdaq $MODE reserved
✓ Up to 20% bonus shares for larger commitments

P.S. $0.52 is gone. The previous two rounds didn’t wait either.

THE SMART-MONEY FRAME

A Date Is Not a Forecast

The third pitch pins a market turn to a specific Tuesday. It is worth being clear about why that format persists: a precise date is memorable, it creates urgency, and it is unfalsifiable in the way that matters — markets always move, so something will happen on or near any date you name.

Real analysts do make probabilistic calls, and some are genuinely skilled. But skill shows up as a process and a track record measured across many predictions, not as a single circled day. Track records are worth studying; calendars are worth discounting.

One Real Trend, Three Clocks

The metal: a genuine multi-decade shortage that no promotion invented and no deadline can accelerate.

The access: Reg A+ is a real, regulated door into private companies — with real disclosure, and illiquidity that outlasts any close date.

The date: October 27 is a marketing device; the market will move regardless, as it always does.

The trend deserves your attention. The clocks deserve your skepticism. Those are not the same thing, and keeping them separate is most of the discipline.

2026’s Biggest Move Could Start on October 27

“October 27 could spark the stock market’s biggest move of the year.”

That’s the newest prediction from Keith Kaplan, who warned about last year’s tariff crash (and predicted the subsequent rally) three months before it unfolded.

And according to his remarkable October 27 evidence, you have just days left to prepare for a turning point in the market that could double your money on a move greater than any we’ve seen yet this year.

History has shown it’s a bad idea to bet against this guy…

His predictions are based on a system that helps members track $29 billion in personal assets around the globe and has nailed some of the biggest turning points in the market.

For example…
• It pointed to the 2020 and 2022 crashes…
• During the 2023-24 bull market, it nailed the turning point to within 2 months to our corporate affiliate, TradeSmith…
• And amid the 2025 crash, Keith’s system nailed the sudden rise of an obscure tech stock that nearly doubled in just 21 days in his backtest.

His newest prediction is centered on Tuesday, October 27.

That’s coming up fast…

Click here by tomorrow to learn more — and you’ll get five free recommendations that this AI shows are headed for a big move up in the days ahead.

P.S. While this market move could be incredibly profitable to those who prepare, Keith believes October 27 marks a tipping point in the market. He says this pivot will leave those who don’t make one change today woefully behind.

The Catcher’s Watchlist

Analyst’s Note

Here is the tension worth sitting with: the lithium shortage is one of the most durable trends in this whole letter, and it is being sold to you with a July 16 deadline. Those two facts do not fit together, and when they do not fit, trust the trend and distrust the clock. A real multi-decade deficit does not need you to hurry; the hurry is a sales choice, not a market one. On the private raises: Regulation A+ is a genuine, regulated door, and I would rather people use it with open eyes than avoid it out of fear. But the thing you are actually buying is illiquidity — the concrete inability to sell when you want, at a price a company set, in a business that statistically may never list. Size it at what you would accept having frozen for a decade. And the October 27 call: a date is not a forecast. Study track records, not circled Tuesdays. The way to own any of this is the least urgent way — a liquid position in the theme, sized so no single close date and no single prediction can hurt you.

— Lee

Three deadlines tonight — a July close, a vanishing share price, an October date — sitting on top of one trend that has no deadline at all. The lithium shortage is real, structural, and measured in decades. The rest is timing, and timing is where urgency gets manufactured.

The regulated doors into private markets are real, and so is the toll for walking through them: liquidity, the freedom to change your mind. Most private companies never list. That is the base rate, and it belongs in the sizing of anything you do here.

— Lee