In Today's Masters in Trading: Live Tariffs are forcing companies in every sector you can imagine to scramble for domestic suppliers. And while many stocks are struggling under the pressure, Tesla just made a move that could reshape the entire electric vehicle (EV) battery supply chain. Lithium-ion batteries are the heart of every EV. But there’s a big catch in how we source them. Many of you may already know that most supply comes from China. That means companies like Tesla, Ford, and upstart players like Lucid are getting hammered by tariffs on every battery they buy. The solution? Tesla is making a big pivot with its battery supply chain that’s set to boost domestic hauls of lithium. And it could be setting up an even greater investment opportunity from here. Tesla just inked a massive $4.3 billion deal with LG Energy Solution (LGES) for a three-year battery supply contract. Now this isn't just another supplier agreement – it's a complete game-changer. Here's the key detail: Even though LGES is South Korean, they're manufacturing these batteries in Michigan. So now Tesla gets a steady supply of lithium iron phosphate cells from 2027 through 2030. And it’s all produced domestically. While we're still waiting to see Tesla's full results from this pivot, the early signals are crystal clear. Lithium prices have surged over 15% in just the last month alone. We shouldn’t be asking if other major EV players will follow Tesla's lead – we should be asking when. And while EV makers like Tesla might be making the smart moves, they won't be the biggest winners here. The real money will go to the suppliers. Companies like LGES and the growing network of domestic battery producers. They’re all positioning themselves to capture this massive shift in demand. And the smart money is doing the same. A steady stream of Unusual Options Activity (UOA) is already sending lithium producers higher. I want to make sure you have the tools to spot these big moves as they take shape. [You can learn all about my system for spotting institutional money's big moves in the options market right here.] So join me for today’s episode of Masters in Trading LIVE at 11 AM EST, where I’ll show you: - My system for spotting winning lithium producers – I'll walk you through the specific parameters I use to value these stocks so you can identify the best opportunities before they take off.
- The top companies on my watchlist right now – I'll reveal the producers I'm tracking that could deliver serious returns as this domestic lithium wave builds momentum.
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