In boarding school in India, we waited eagerly for power cuts.
Power cuts to us kids meant we could light our candles and play with wax. We’d light up pencils, erasers or anything that we could find.
We could also avoid our homework. Instead of doing work, we just played in the dark.
Power cuts happened so often, we knew how to walk in the dark to the mess hall to eat dinner. And then made the trek back to our dorm rooms with no light.
We got ready for bed using a few lanterns that ran on kerosene.
In India then, electricity was as much a luxury as a necessity. We knew how to live with or without it.
That was then. Today, in India and the world over, electricity, and more generally energy, is a necessity. Life stops when there is no energy.
In the United States, energy is the lifeblood of our economy. And right now, we’re undergoing a historic transition to a new form of energy.
This new form of energy is going to disrupt at least three major parts of our economy. And I believe it’s going to make massive fortunes for those who invest in it.
New Energy: a Mega Trend
I’m introducing the fourth mega trend. This mega trend is new energy.
New energy is energy that comes from natural sources.
Sources like the sun, wind, waves or geothermal.
The other thing about new energy is that it’s storable and portable.
Finally, the last thing about new energy is that it’s local, meaning you get your energy from a site that’s near you, like your house.
When you put it together, it means a revolution in how we live, work and travel.
There’s a company that’s leading the new-energy revolution… and it’s going to be bigger than Amazon and Google combined.
You see, this company has products that touch every aspect of new energy, from getting its energy from natural sources, to storing it so it can be generated locally and finally, to making it portable so that it can be used for travel.
With those aspects combined, this company is set to disrupt three massive industries.
The Essence of “Disruptification”
These three industries are the utilities industry, the energy industry and the transportation industry.
By my estimate, the companies in the industries this single company is set to disrupt and potentially wipe out have a stock market value in excess of $7 trillion. This company has the potential to go up 10 times, or 1,000%, from its current value.
You might think that this kind of thinking is crazy and just hype.
However, I can tell you that few people believed in the early days that Amazon would single-handedly dominate retailing.
Or that Google would have a near-monopoly on text advertising.
Or that Netflix would be a global powerhouse in video streaming.
The reason why these companies were able to build these astonishing, dominating businesses is because the technology they were using could be applied to already large business categories.
In other words, they were simply taking customers away from companies that were using old, outdated, obsolete technologies and ways of doing business.
This is the essence of “disruptification,” where the old way of doing things are being replaced by new ways… in quick time.
Like What Netflix, Amazon and Google Did
Right now, the energy, utilities and transportation industries are about to go through what Netflix, Amazon and Google did a few years ago to their various industries.
The old is about to get wiped out, and the new is about to take its place.
This is an extraordinary opportunity to make massive gains if you are willing to buy into the new companies.
Now, as you can imagine, I can’t give away the stock.
However, I will say that investors will lose an incredible amount of money if they buy shares of old companies with old, outdated, obsolete technology. Sooner rather than later, these companies are going to get wiped out, and the stocks of these companies will go to zero.