Unofficial proclamation for the sustainable Infrastructure movement

One of the 50 notifications I received stood out to me as I woke up today. Ford Motor, to double F-150 lightning (Their electric truck) production again to an estimated 150,000 units. Fittingly this was one day before Tesla, the worlds leading Electric vehicle (EV) maker, announced record car deliveries for the 4th quarter of 2021, over 300,000. 

The writing is on the wall. It's here and this time it won't fade.

The problem has always been finding a balance of supply and demand, or should I say, supply-demand and hype/excitement. The movement isn't new; I've been following Tesla for over ten years; they were the soldier that battled through the system to make a day like today possible, at least in 2022, not 2032 or beyond. After connecting the dots, data points, and events, I finally conclude that the movement is real. It's here and won't be stopped. I could deny one of those statements many times before, and now I can no longer do so.

So what does all this mean? It allows us and other investors to get more constructive on the theme of Green energy and EVs. Spend more time researching and constructing a list of leaders and track them closely. We see billionaires and politicians applying funds in this space. More Investment firms will be investing in the space. These dots discussed above allow us to deepen our conviction on the area. We will continue to increase our time here as the dust is finally settling on a long-term theme that started around 20 years ago and is now finally ripe for investment.  

John R. Oliver