MIKE: Hi, I’m Mike Ward, founder of Money Morning.
There’s no doubt about it, folks.
Right now, we’re at a unique moment in history.
We’re facing unprecedented changes in trade… global interest rates… energy… debt structures… geopolitical upheavals… all hitting at the same time.
In fact, massive economic forces are colliding, creating catastrophes in some areas and unprecedented opportunities in others.
That’s why I want to welcome you to the Global Shockwave Summit… the first-ever event of its kind…
We’re going to examine the shockwaves we face – and more importantly – the new, unique, and lucrative opportunities that are being created right now.
Take a close look at the map. It identifies key hot zones around the world…
Each one of these hot zones marks a devastating supply shock in critical elements – things like energy, food, currency, and transportation…
Now, be assured…
You WILL NOT see any of these shocks mentioned in any official government reports…
In fact, details may NOT be released for at least another six weeks… at which time we can see these play out as national headline stories.
And when they do, these shockwaves will hand early investors a chance to make substantial money very quickly.
In fact, every one of the shockwaves you see on this map represents a chance to make at least up to 10 times your money. Every single one of them.
So to help us examine these shockwaves, we’re joined by famed Bloomberg analyst Mark Rossano, the man known in the hedge fund world for tracking these events with stunning accuracy...
His forecasts have earned him standing ovations on Wall Street trading floors, and generated record-breaking profits for some of the savviest investors in the world.
Mark, you’re in high demand and short supply. We appreciate you joining us today.
MARK: Thanks, Mike. It’s a pleasure to be here.
MIKE: Mark, many people know you from Bloomberg TV.
But what they don’t know is how deep you are in supply-chain economics.
Not only are you the consulting chief operating officer of a natural gas company on the Gulf Coast…
But you’re also an equity partner in a handful of international businesses, including…
A diamond mine in South Africa…
A manganese mine in Brazil…
And a technology company in Spain.
In addition, you hold an ownership stake in four logistics companies right here in the United States.
MARK: That’s correct. And let me just say that my stake in these companies – my livelihood – require me to decipher these shockwaves in real time as they occur.
MIKE: Mark, in a moment, you’re going to take us inside what you call the fourth dimension and show us how you identify these massive shocks…
How you measure their size and impact…
And how you can forecast profits with uncanny accuracy.
I mean, in just the last two years, you’ve nailed 55 winning predictions.
And these weren’t just run-of-the-mill wins. Anyone who took your predictions and was able to find and implement the kinds of trades that you make could have had a shot at a staggering 102,502% total gains.
Absolutely stunning work…
Tell us how you do it.
MARK: Mike, there’s a very powerful secret behind those numbers. You see, Wall Street analysts look at the world in two dimensions.
First, they get information from a variety of sources: financial statements… corporate news… economic reports… all of which are typical.
And second, they form an opinion. Two dimensions. That’s it.
MIKE: That sounds about right, Mark.
MARK: Now the problem is that looking at the world in two dimensions is like looking in the rearview mirror. That’s why I do something completely different.
I’m able to not only access a third dimension but even a fourth dimension that allows me to identify and exploit shockwaves long before anyone on Wall Street, much less our own government, even knows they exist.
MIKE: And Mark, you’re going to show us how you do that in moment. But first, you’ve got a breaking supply shock that could generate a quick fortune…
SHOCKWAVE #1: Trans-Asia Shipping Crisis
MARK: That’s right. And this is extremely time sensitive. It starts right up here with the trans-Asia shipping crisis.
This is one of the biggest shockwaves to hit in the last 25 years. And already, it’s rippling across the globe – hitting with a vengeance.
MIKE: Break it down for us, Mark.
MARK: So Mike, take a look at this picture. It’s the Port of Shanghai seen from a reconnaissance satellite 300 miles above sea level…
Now, I have access to the AIS transponder in every single cargo ship in the world. And I receive status updates every 15 seconds.
MIKE: So you know where virtually every ton of cargo is at any given moment.
MARK: That’s right, Mike. Every single ton.
And I can tell you with 100% certainty that this particular ship you’re seeing has been circling the Port of Shanghai for 36 days. That’s extremely unusual. Most ships dock, unload their cargo, and then ship out as fast as possible.
MIKE: Isn’t that expensive, then, just to be sitting there for 36 days?
MARK: Absolutely – it costs them a fortune. But they have NO CHOICE. You’ll see why in a moment. And let me be clear: This isn’t the only ship in a holding pattern.
There are about 20 tankers outside Shanghai doing the exact same thing right now. Here’s one right here.
And another. And yet another.
And it’s not just in Shanghai. China has 2,000 ports. These ships are circling in holding patterns everywhere.
Here’s one outside Shenzhen…
MIKE: So Mark, I've never seen anything like this. But how do I get from these ships to a global crisis?
MARK: You see these tanks?
These are cryogenic tanks. That means they can hold frozen fuel during transit and keep it at a constant temperature of minus 260 degrees Fahrenheit.
In this case, that frozen fuel is natural gas.
In order to transport it efficiently, you need advanced cryogenic-storage technology…
And these cryogenic tankers are rare. You can’t just make a call and get one delivered. It’s not like a pizza.
These ships cost $200 million each…
They take two-and-a-half years to build…
And look: Out of the 55,000 cargo ships on the planet, only about 500 are equipped to carry frozen fuel.
MIKE: So you're saying less than 1%.
MARK: Mike, we’re witnessing an UNPRECEDENTED supply-and-demand gap.
You see, while the SUPPLY of these ships has increased 22% over the last three years…
DEMAND has surged 10,000%. And that’s in the U.S. alone.
MIKE: So demand has surged 10,000% while supply has gone up a mere 22%. In other words, demand has crushed supply 450 times over…
MARK: Mike, you might see a gap that big… oh, once every decade. And when it happens, it creates millionaires – even billionaires.
That’s what’s happening right now. The demand for natural gas is skyrocketing globally.
India’s has doubled.
Thailand’s has quadrupled.
Chile’s has surged eightfold.
In short, everywhere you look, demand for natural gas is soaring. We just don’t have enough ships to transport all this fuel.
Mike, this is one of the biggest shipping crises in history.
You could double, triple, quadruple the number of cryogenic tankers, and it still wouldn’t be enough.
Again, we’ve only got about 500 of these vessels across the world. In the coming year, I project we’re gonna need 15 times that many ships.
MIKE: So where does China come in?
MARK: China is literally pulling these special ships out of service and intensifying the prices.
Look, China largely banned coal and moved to natural gas.
In fact, China has jumped from the ninth-largest importer of natural gas to the second-largest importer in the world.
And China doesn’t have the infrastructure to store all that fuel. In fact, they only have 3% of the storage capacity they need to meet demand…
Consequently, they’re using all these rare, expensive, and hard-to-come-by tankers to store their natural gas.
MIKE: So Mark, you’re telling me that China is taking scores of these rare ships out of the market and using them as floating storage containers?
MARK: That’s exactly what’s happening… and it’s squeezing supply to a breaking point.
In fact, it’s setting up an epic bidding war that is going to drive prices for these ships into orbit.
Look, I’m a principal in a natural gas company. Our survival requires me to know what’s happening in the shipping market.
I deal with the shipping and logistics arms of major oil companies all day long. Chevron. Exxon. Shell. All of them.
I’m telling you right now: The pricing on these ships is going nuts.
A few select companies can make 10 years’ worth of profits in a few weeks.
And here’s the thing: No one realizes this is happening.
MIKE: So this isn’t public information?
MARK: Look, these ships are sitting out here in broad daylight. If you had an army of men to watch and count the ships, sure, you could get the data.
Thing is… to get the information in real time, you’d need access to satellite data.
Plus, you’d need to be able to cross-reference it against fuel inventories around the globe. And then, you’d need the expertise to analyze the whole picture.
That’s why my access to Chevron, Exxon, and Shell is so critical. It’s why my access to AIS transponders is so important.
It could be up to six weeks before this data is published in government reports.
I’m tracking these vessels NOW – in real time.
Mike, six weeks in advance could be worth a fortune.
MIKE: Mark, six weeks in the world of trading… that’s a lifetime. That’s an advantage I’ve never seen before and most folks may never see again. So what’s the best way to play this right now?
MARK: I’m focused on a company that could surge in a historic way.
This company was the first shipping outfit to take advantage of this crisis.
As a matter of fact, they have eight new builds coming to market – that’s eight brand-new cryogenic ships worth $5 billion in new revenue.
That contracted revenue has already quadrupled. And this new money will double it again.
And look, current shipping rates are running at about $60,000 a day, which generates $450 million in consolidated EBITDA.
But I expect this to move to $120,000 a day, which would double EBITDA to almost $1 billion.
Add in the $5 billion of new revenue, and I see this as a $60 stock.
That’s about four times its current level.
MIKE: A quadruple! So you see this stock as a strong buy, then?
MARK: Absolutely. And Mike, there can be an even better way to play this. It’s a special trade that could magnify the gains exponentially.
In fact, the first time I saw an anomaly half this size, you could have made 1,600% in just two weeks.
The second time, you could have made a rare 2,010% in a single month.
And this time around, I expect the money to be bigger. I mean, we’ve seen a 10,000% surge in shipping demand, so this is going to be enormous.
I wouldn’t be surprised to see folks who move fast get a shot at gains of up to 2,550% in the next six weeks.
MIKE: And the trade war between the U.S. and China? Any effect here, Mark?
MARK: None whatsoever. In fact, the more back and forth we get, the bigger this opportunity gets.
You see, China needs natural gas. Period. And they’ll get it no matter what. If they can’t buy it directly from the United States, they’ll buy it from a gas trader. And the trader will turn around and fill the order from the United States.
The only thing that changes is the shipping route. It gets more lucrative for the shipping companies.
MIKE: So in the end, the supply is going to make its way to the demand one way or another.
MARK: Bingo. And the new shipping patterns that emerge can make this whole thing even more lucrative for the carriers.
MIKE: Mark, this is truly a phenomenal opportunity for our viewers.
This one play alone could show our readers 2,550%. And that’s just the beginning.
MARK: That’s right. Because this shockwave is so powerful, it’s generating a series of knock-on effects that I call Ripple Plays.
So first, we're going to recommend going long on the natural-gas export terminals, companies like...
Sempra, Cheniere, Energy Transfer Partners, and Dominion Energy.
That could return as much as 1,060%...
Second, we’re gonna want to go long on the companies that build the ships – I’m talking about industrial conglomerates like Hyundai, STX Group, and Samsung – which could net another 1,220%…
And third, I’ve got another tanker company that is ready for a spin-off. It’s a two-for-one play that offers staggering upside. Up to 1,600%.
MIKE: Wow, so you're saying that one Shockwave Play could deliver 2,550% in total gains – plus at least three Ripple Plays for 3,883%.
MARK: I’d say that’s a conservative estimate. Of course, look, I don’t have a crystal ball, so I can’t guarantee the gains will be THIS big. As you know, there’s always risk with investing. But there is no denying how massive this opportunity will be.
MIKE: Well, Mark, you nailed 55 predictions in the last two years.
And anyone heeding your words and pulling off some smart timing could have made 102,502% in total gains. Of course, most people wouldn’t have known how to even find these shockwaves… much less understand the unique ways to play them. And Mark, you’ve found yet another shockwave that's unfolding...
SHOCKWAVE #2: Food-Supply Shortage
MARK: That’s right. At this moment, there is a major food-supply shockwave forming. And as big as the first shockwave is, this one could be even bigger…
It’s actually two shockwaves crashing at the same time – two direct hits to the soybean market that could give folks a shot at 20, 25, even 30 times their money.
MIKE: Mark, most people don’t think about where their food comes from. And most folks wouldn’t know how to play this.
MARK: No doubt. So let me show you how this will play out for massive upside…
The first shock is right here in Yunnan Province, right along the border with Myanmar.
MIKE: Problems in China again?
MARK: That’s right. Mike, they’ve got about 96 million acres, a large portion of which is dedicated to growing crops.
And they have a big problem.
It’s this thing right here…
MIKE: What is that?
MARK: It’s an armyworm.
These things were detected for the first time in Africa in early 2016. In three years, the armyworm inflicted $13.3 billion of crop losses in Africa alone.
And now, the armyworm is on a rampage across Asia. They’re decimating China’s agricultural industry. According to our sources, they’re about to wipe out as much as 30% of their supply...
Think about that. China is one of the leading agricultural producers in the world. Just for corn and soybeans, we’re talking about a combined 270 million metric tons a year.
MIKE: So taking even 10%, 20%, or 30% out of their supply is a massive hit. Especially when you have 1.3 billion people to feed.
MARK: And it gets worse. At the same time, you’ve got a second shockwave wrecking the food supply right here in America.
Record-setting floods along the Mississippi River delayed planting schedules by six weeks. Even worse, the floods created tremendous soil degradation. As a result, this year’s crops look awful.
Just for an example, at the beginning of growing season this year, only 21% of soy plants had even produced bean pods. That’s less than half the five-year average.
MIKE: Less than half…
MARK: It’s devastating. I project that we’ll see a 40% decline in soybean product out of the Midwest this fall.
Add that to the massive trouble in China, and we’re facing a devastating supply shortage.
MIKE: So Mark, despite all the talk, we’re going to see the price of soybeans soar in the coming weeks?
MARK: That’s right. But let’s keep connecting the dots, because while supply is getting crushed, we’re also seeing a surge in demand.
MIKE: Why is that?
MARK: Well, it comes down to protein. We’ve got over seven billion people on the planet, and more and more of them want to eat protein.
In fact, global demand for protein has jumped 500%, and it’s just getting started.
Now, protein can mean a lot of different things. Beef. Poultry. Fish.
But the key here is pork. That’s because pork is the most economical way to feed billions of people.
As a result, we’re seeing a surge in demand for pork.
Check it out. Pork demand has skyrocketed roughly 20 times over in developing countries alone.
That’s enormous. We’re talking about producing and consuming 100 million metric tons of pork annually.
So how do you raise 100 million metric tons of pork each year?
MARK: That’s right. Soybeans. We use soybeans to raise pigs. So surging demand for pork means surging demand for beans.
At the same time, we’ve got two shockwaves, one in China and one in the United States, decimating soybean supply.
Bottom line: We are facing a massive shortfall in soybean SUPPLY at the very time soybean DEMAND is exploding. It’s actually an unprecedented situation. I mean, this has NEVER happened before. Look at the gap…
MIKE: That’s huge, Mark.
MARK: There’s no possible way to fill that gap in the near term.
And here’s the thing: Most people aren’t aware of this because the USDA report on crop output won’t be published for another month.
Remember, I’m a principal in four U.S.-based logistics companies. The USDA gets its data from people like me.
In other words, I’ve got access to information that most people won’t see for another month.
MIKE: That’s a huge advantage.
MARK: Mike, when the USDA announces yield numbers, institutional investors typically rush into soybeans with a vengeance.
We’re going to be positioned to enjoy an explosive surge upward. I expect we’ll see soybeans double off their current levels.
MIKE: So folks could double their money on soybeans?
MARK: Double? I have a special play that could show 10-fold gains or better.
In fact, let me show you this. Back in 2016, soybeans had a brief run to the upside. Prices jumped about 8%.
But using this special play, you could have seen a 1,340% win. And look, it’s super easy. It doesn’t involve a futures account or anything like that.
MIKE: Mark, that’s a 1,340% gain with soybeans rising a mere 8%. How much could folks make if prices double?
MARK: When I trace it out a few weeks, I think we’re looking at another 2,450% surge.
And get this: This is just the tip of the iceberg because this food-supply shockwave is expected to create a series of Ripple Plays.
MIKE: You’re talking about another series of big wins?
MARK: Look, the way I see it, after such a slow season, farmers are going to push hard next spring to make up the difference.
So we’re going to play an accelerated growth cycle.
First, we are going to want to go bullish on fertilizer companies…
Now, we could make this bet on an industry giant like Agrium, but I know of two smaller companies that are specifically more levered to this space that could net investors more than 1,500%.
Next, when soybean prices go up, we know the best middlemen will make money, so we can go long on the best in breed here…
I’ve got a way to play it where another 1,292% can be made.
Finally, when bean prices peak, it will cost farmers way more to raise cattle, pigs, and chickens…
Chicken and pork producers are going to get crushed.
And there are a couple of stocks in particular I’m tracking whose profits I expect to get pounded… and 2,832% can be pocketed on the downside.
MIKE: Mark, it’s like a cascade of cash. You’ve got the initial shockwave that could show folks a 2,450% gain…
And you’ve got four additional Ripple Plays that could show folks 5,725% in total gains.
That’s a total of 8,175% on the table as this news hits the markets…
MARK: And remember, I have a stake in four logistics companies. It’s guys like me that help create the data that the USDA will report… so I am pretty confident that this is gonna happen.
MIKE: In a moment, you’re going to show us how you access the fourth dimension to isolate these plays. But first, tell us what’s going on up here in the U.S.
SHOCKWAVE #3: REFINERY MAX OUT
MARK: Mike, this is the biggest play yet. And I’m really excited about it because it’s happening right in our backyard.
Now, I’m the consulting COO of a natural gas company. And over the last year, we identified a breakthrough pricing model that’s about to make early investors a whole lot of money.
MIKE: Tell us what’s happening.
MARK: Well, right now, we’ve got more oil and gas coming out of the Permian than ever before. In fact, there’s just been a new discovery.
We’re talking about 46 billion barrels of oil, 280 trillion cubic feet of gas, and 20 billion barrels of natural gas liquids.
These are staggering numbers. They effectively double existing U.S. reserves.
But here’s the thing: Nobody can use the fuel until it gets refined. And Mike, there’s more fuel coming out of the ground than we can handle.
MIKE: So you’re telling me U.S. refineries are maxed out?
MARK: Right. Look, we’ve got 147 refineries in the United States.
Now, back in the ‘90s, refiners like Shell, Exxon, and Chevron spent billions of dollars each to modify their refineries to process heavy sour crude.
Thing is… the Permian does NOT produce heavy sour crude. It produces a light sweet crude.
We simply don’t have the refineries to process it. And it would cost hundreds of millions to convert each refinery back to sweet-crude capabilities.
As a result, all this fuel coming out of the ground has to be shipped to foreign refineries.
Now, you gotta ask yourself: How do you get the fuel to the ships?
MIKE: Well, of course, to move the fuel to the coast and onto ships, you’re gonna need pipelines.
MARK: That’s right. The pipeline companies are doing massive business. And the best part is, they have a new pricing model that amplifies profits.
You see, the pipeline companies used to get paid a percentage of the proceeds. Basically, they’d share in the revenue. Of course, when oil was at $150, that was a great deal. But when oil is at $58, like it is today, it’s a terrible deal.
Consequently, the pipeline companies are now demanding a straight fee-based structure.
MIKE: So the price of oil and gas doesn’t matter. They make money regardless just by moving volume.
MARK: Bingo. And they are moving unprecedented volume, and with this new discovery, it’s about to get even bigger.
MIKE: What’s the best way to play this?
MARK: There are a few different ways to go. But I’ll tell you about my favorite. And the interesting thing is, this is one of the companies that got crushed a while back.
I saw a perfect short opportunity on this company, and those who saw it too could have made 1,100% on the play.
Again, most people don’t realize the pricing structure has been corrected. And now, you’ve got a chance to get a company that’s uniquely positioned to ride the new wave of the Permian.
In fact, they just signed two deals with Chevron to pipe crude oil to the coast.
At the same time, they control the natural gas liquid market from wellhead to boat.
They extract the fuel. They store it. They pipe it to the coast. And control the docks.
Vertically integrated and dominant. They have a hand in every phase of the supply chain. It’s a tremendous upside.
Getting in on this company today could be like getting into Cheniere early and watching it soar 1,400%. In fact, that’s exactly what I anticipate on this play.
MIKE: This sounds like maybe the biggest play yet... and there are Ripple Plays on top of that?
MARK: Oh yeah, lots of Ripple Plays.
Remember, we’ve got all this light crude coming out of the Permian. This massive supply spike means prices are going to drop.
So first, we’re going to recommend shorting all the smaller light-crude producers – companies like Cimarex, whose fall could show folks a shot at 1,161%...
Second, we’re going to want to go long on the exporters. For example, anyone who has a stake in Mont Belvieu facilities where they process all the oil – like Targa, for example? Well, it looks like they are going to make a fortune…
And there’s another company I like even better that could snag 1,366%...
Third, all those exporters have to get that product out of the country somehow, so we also want to go long on companies that own VLGCs – or what are called very large gas carriers.
Navigator Holdings, for instance, has a great fleet, but there’s another company that has the potential to return another 1,233%...
MIKE: I love it. That’s a big Shockwave Play to target 1,400%. And then at least three Ripple Plays for what could be an additional 3,760%.
But Mark, this is how you roll. I mean, the last two years, you’ve been on an incredible streak. In fact, you’ve nailed 55 winning predictions.
And anyone heeding your words and pulling off some smart timing could have made 102,502% in total gains.
And like I said, most folks wouldn’t have known how to find these shockwaves or understood the unique ways to play them. So what you’re doing here is a game changer.
MARK: That’s right, Mike.
MIKE: And it’s no surprise because you’re not on the outside looking in. You’re an industry insider with front-row access to supply-chain data.
I mean, you’re the consulting COO of a natural gas company on the Gulf. You hold an ownership stake in several international businesses, including…
- A diamond mine in South Africa…
- A manganese mine in Brazil…
- A technology company in Spain…
And you control four logistics firms right here on U.S. soil.
In short, your livelihood depends on you knowing exactly what’s happening up and down the supply chain in real time. Tell us how you do it…
MARK: I’m an expert in raw materials.
Now, keep in mind… everything you and I consume starts out as raw materials. And it’s the supply and demand of raw materials that drive the financial markets.
Take cars, for example.
You can walk into a dealership and buy a new car in a couple hours.
But that car starts as dozens of distinct raw materials originating from all over the world.
You’ve got steel. You’ve got iron. You’ve got glass. You’ve got plastic and rubber.
MIKE: You’ve got copper wiring. And aluminum.
MARK: Plus, cars today are essentially giant computers. That means you’ve got silicon, gallium, and a dozen different rare-earth metals.
And here’s the thing: If demand for new cars increases, it means the demand also goes up for every single one of those core components along the supply chain.
MIKE: So everything is connected.
MARK: Exactly. Everything is connected. More demand for cars means an increase in auto sales… which affects the consumer sector.
But it also means more demand for everything from steel to plastic and copper… which has an impact on the materials sector.
It also means an increase in shipping… which affects the transport sector.
And an increase in demand for computer chips… which affects the tech sector.
An increase in demand for auto loans and insurance policies… which affects the financial sector.
And for the country that's producing all those cars, it’ll mean a bump up in GDP, which affects global currency markets.
MIKE: So Mark, what you're telling me is: Everything is connected. Every industry – every sector – is intertwined. And the thing that ties them all together is raw materials. It’s as if raw materials are the building blocks of the global economy.
MARK: Right. So if a shock hits anywhere along the supply chain, it ripples out and impacts every other link in the chain…
That’s why I monitor raw materials from the ground to the retail counter and everywhere in between.
When a shock hits a supply chain, I can see it in real time – weeks or even months BEFORE the information becomes mainstream.
I’m then able to connect the dots and trace the shockwaves out into the future to determine how they can play out in the financial world.
MIKE: But not everyone is able to see this… most people can’t see these supply shocks until long after they’ve happened.
MARK: Like I said, most analysts see the world in two dimensions.
First, they get their information from government reports, corporate announcements, and press releases. And second, they form an opinion.
It’s two dimensional.
To me, that’s like looking in the rearview mirror.
That’s why I throw out the old two-dimensional way of thinking and do something completely new and different.
In fact, I’m the only analyst on the planet that sees the world in four dimensions…
MIKE: Mark, take us through your process. Show us how you access not just a third but a fourth dimension.
MARK: Before I even begin thinking about raw materials, I’ve got to understand the global backdrop.
So DIMENSION 1 is a macroview of the world.
My proprietary database includes every economic indicator known to man. Things like PPI, GDP, import/export data, money supply, consumer confidence, interest rates, regulatory issues, and even tariffs.
MIKE: Once you’ve got the macrobackdrop, you start overlaying supply-chain data…
MARK: Exactly. DIMENSION 2 is the supply-and-demand data for every raw material in the world. It includes production, consumption, inventories, cargo flows, and even stolen cargo. In addition, it includes every piece of financial data for every publicly traded company in the world.
Plus, it includes all the shockwaves that are constantly rippling up and down every supply chain on the planet. I’m talking about floods. Fires. Hijacked ships. Labor strikes. Insect infestation. Tariffs. Tsunamis. Trade wars. Any event, no matter how small, that impacts a supply chain.
MIKE: How often do these shockwaves occur?
MARK: Every day. In fact, every hour of every day, shockwaves are hitting a supply chain somewhere in the world. And every single one of them is uploaded into my database.
MIKE: OK. I’m starting to see how this all goes together…
MARK: Right. Now, this is where things get interesting. DIMENSION 3 is a collision point between the first two dimensions. It’s where the boundaries between sectors and regions and even supply chains vanish. It’s where the first two dimensions merge to create a dynamic, complex, global organism where everything is connected.
It’s where I’m able to connect the dots and trace shockwaves out into the future to see how they will play out in the financial markets.
MIKE: And the fourth dimension? Where does that come into play?
MARK: That’s the most important part, Mike. The fourth dimension is time. I mean, to make any real money on these plays, you have to get the timing right. You’ve got to know how long it will take a shockwave to ripple across the global supply chain and play out in the financial markets.
By combining these four dimensions, I’m able to make connections that other analysts simply can’t see. I’m then able to trace a shockwave from its origin to its manifestation in the financial markets.
Let me give you an example…
Hurricane Harvey, back in 2017…
All that wind and rain ripped through oil country and cut production at refineries for weeks.
Roads got flooded…
Drill pads got shut down…
Pipelines sat idle…
My friends in the industry were all thankfully OK, but not one of them could get product to market…
In short, production ground to a halt.
MIKE: Well, Mark, of course, when supply gets tight, prices go up, up, and up.
MARK: That’s right. So to me, it was a no-brainer to go long on oil at that point... and even a quick look at the historical data shows that picking up the right options could have generated 3,600% in seven days.
It gets better, though, because what everyone was missing was how the rest of the supply chain was set to move…
For example, when all those Gulf Coast refiners went down, someone had to step in and fill the supply gap.
That meant companies like PBF Energy (NYSE:PBF) and Marathon Petroleum (NYSE:MPC), which had nearby facilities outside of the hurricane’s path, were set to win.
Second, I assessed regional damage and determined which refinery would be the first to come back on line – which turned out to be Valero (NYSE:VLO)…
And third, satellite evidence suggested somewhere between 250,000 and 500,000 vehicles were tragically destroyed by the flooding.
This meant that as insurance money trickled in, auto sales would surge – and one of the clear winners there would be Ford (NYSE:F).
Next, I analyzed AIS transponders to determine that tankers were on their way to the Gulf Coast to backfill the shortage created by Harvey. I also knew that in just a matter of weeks, North Sea producers were going on maintenance – which meant that prices for Brent crude were about to skyrocket… and I was bullish.
MIKE: Mark, this is fascinating. And highly lucrative. One opportunity just rolls into the next. Over and over. How much money could you have made on these plays?
MARK: The historical data on this is amazing. I mean, with good timing and the right trades, you could have made 2,000% on Marathon, 1,450% on PBF, 3,360% on Valero, 1,483% on Ford, and even 3,520% on Brent.
That’s a total return of 15,413% on this one single shockwave.
MIKE: Mark, the way you’re able to see all these pieces fitting together is just incredible. How often do these types of events happen? I mean, does it take a hurricane-size event to set up big opportunities?
MARK: Not at all. These kinds of things happen all the time. Sometimes the shockwave is big, sometimes they’re small. Could be something big like a hurricane or a flood. Or it could be something smaller, like a warehouse fire. Or a labor strike. Even a hijacked cargo ship. Not all of these events grab headlines, but they can all generate remarkable profits.
MIKE: Mark, no wonder you’ve nailed 55 winning predictions that could have scored you 102,502% gains. Let’s hear about some more upcoming plays.
SHOCKWAVE #4: THE PLASTIC PLUNGE
MARK: Oh yeah. Lots of plays. Let’s take a look at what’s happening right up here, just southeast of the Permian.
Right now, we are witnessing an absolute meltdown in the plastics industry.
In fact, plastics are going down hard and people in the right position stand to see massive upside…
MIKE: Well, Mark, from what I understand, there is an all-out war on plastics. Of course, some of this is political. But it really doesn’t matter where you stand on the issue. The fact is this is happening and it’s happening fast.
MARK: That’s right. In fact, the demand for plastic is in free fall. And there’s no turning back.
Already, the EU has banned all single-use plastics.
China has banned plastic bags. So has Taiwan.
It’s happening in the U.S. as well, where more than 300 municipalities have banned plastic bags. California and New York have imposed statewide bans.
Coca-Cola and PepsiCo, two major sellers of plastic bottles, have officially abandoned the plastics lobby.
Then, there’s the car industry.
In 2018, global auto-plastic demand was at $31 billion.
But guess what?
Global car sales are in free fall.
In India, passenger car sales dropped 26%.
China’s are down 17%.
Ford is closing plants and cutting 12,000 jobs.
Sales are down in the U.S. as well.
Then, you have new home sales falling 35% in parts of the U.S.
Look: Plastic is getting crushed.
MIKE: So demand for plastic is falling hard. And at the same time, the supply for ethylene is surging. And of course, ethylene is the raw material that makes plastic.
MARK: That’s right…
And it actually starts with ethane. Ethane is a by-product of oil production. So as all the oil and gas is coming out of the Permian, you’ve got a massive amount of ethane coming out as well.
MIKE: And the ethane is converted into ethylene…
MARK: Correct. It’s converted into ethylene pellets.
These ethylene pellets are the building blocks of nearly every plastic product on the planet.
Everything from water bottles and straws to shower curtains…
And thousands upon thousands of products in our daily lives.
At the same time, ethylene is used heavily in cars, new homes, and industrial manufacturing.
Here’s the problem: The United States has been flooded with ethane because of the shale revolution.
In fact, there were 5.2 million tons per annum of ethylene capacity built from 2013 to 2017. You had another three million tons in 2018 – and there’s 4.7 million tons expected in 2019.
MIKE: Add it all up, and we’ve got an epic supply glut…
In fact, last month, the chemical titan BASF shut down a plant on the Gulf Coast and said it would cut 6,000 jobs across its global operations.
Mark, the plastics industry is clearly in the early stages of a collapse. How can folks play this?
MARK: There are several plays, and one in particular is on my radar right now.
This company is a leading plastic supplier to the auto industry.
They’ve got tremendous exposure.
This company has gone bankrupt once and by all accounts, they're about to crash again.
By the way, I predicted this company would fall once before.
I was right. And you could have had a shot at a 1,400%. And that was just a warning tremor. This next plunge will be worse. I anticipate 2,500% upside.
MIKE: This is earth-rattling stuff. And I’m betting the plastics plunge is generating some amazing Ripple Plays too.
First, we are bearish on the companies who make the ethylene feedstock… there are lots of options here, like Westlake Chemical…
But my projections show a different play – a larger multinational company – that the smart money will short all the way down for potential gains of 1,125%...
And then, we want to also short the companies who are going to turn that glut of ethylene supply into an even bigger glut of polyethylene and other downstream derivatives…
You’ve already mentioned BASF, but there’s another company – an EVEN BIGGER COMPANY – that’s just ripe for the picking… and we would want to ride it down to the tune of 1,070% in a carefully placed trade.
MIKE: That’s a lot of money. And yet you’ve still got some more ripples coming out of this opportunity. What about the companies that turn plastic polymers into bottles?
MARK: Great point. We want to go short on those companies. In fact, there’s one big midwestern company that I think is particularly exposed to the war on plastic, and shrewd traders could make another 1,550% while watching it fall.
And finally, we would want to short the companies who are moving away from plastics to higher-cost (lower-margin) bottling solutions.
Now, there are a ton of options here, but as I mentioned, the two big ones – Coca-Cola and Pepsi – are getting out in front of this and have left the plastics lobby…
But there’s one giant, multinational corporation and I think we’re looking at 1,366% in the coming months.
MIKE: Mark, the plays never stop. I mean, add up all the ripples, and that brings the total potential profits for these plays to an incredible 7,611%... again, from ONE SINGLE SHOCKWAVE.
MARK: Like you said, Mike, it can be a cascade of money.
One opportunity rippling out into the next. Over and over again.
MIKE: And from the map behind us, you’ve got yet another shockwave in your crosshairs. What’s happening?
SHOCKWAVE #5: “IMO 2020”
MARK: This is a historic event that’s going to ripple out for years to come. It’s a policy called “IMO 2020” that’s being mandated by the United Nations.
MIKE: Right. Now, Mark, for folks who don’t know, IMO stands for International Maritime Organization. And they’re actually a branch of the UN…
MARK: Correct. And the IMO’s stated goal is an 85% reduction in sulfur emissions from ocean-going vessels…
Now to achieve that goal, literally every single ocean freighter in the world will need to switch over to using low-sulfur bunker fuel…
Currently, sulfur content runs around 3.5% for most of the world.
But in order to be compliant with this new global policy, the bunker fuel consumed in ships may contain no more than 0.5% sulfur…
MIKE: So again, it’s an 85% reduction in fuel quality, and that will happen VERY quickly. In fact, the start date is January 1, 2020. So it’s basically happening now.
MARK: You got it…
Now, the problem is… most refineries aren’t equipped to make compliant fuel.
They simply don’t have the right setup.
So now you’ve got a situation where 55,000 ships worldwide are going to need this new grade of fuel…
MIKE: Yet another opportunity to capitalize on these massive changes in the supply chain…
MARK: That’s right. IMO 2020 sets up several opportunities…
First, we’ve got the initial shockwave. And we’re going to recommend going long on heavy-crude producers because that’s the raw material U.S. refineries need to produce IMO 2020-compliant fuel…
And there’s one U.S. company I’m looking at that I think has a chance at a 1,300% gain – possibly higher!
Next, we’ve got some Ripple Plays. We’re going to want to go short on refiners that are leveraged to the United States’ light sweet crude.
In this case, we want to specifically target refiners that are more leveraged to lower-value products – like HollyFrontier’s lubricants business. According to my projections, there’s one that could net another 1,200%...
And finally, there’s only one type of vessel that can transport 2020-compliant fuel. And as it turns out, there’s really only one company that I think has the potential to skyrocket off this increase in demand…
I think you could make 4,000% if all the ripples line up with the right timing.
MIKE: That’s incredible… the initial shockwave is highly lucrative. And then the ripples just keep it going.
Now, Mark, I see you’ve got a massive shockwave right over here. And it’s sitting right on top of China…
SHOCKWAVE #6: CHINESE MELTDOWN
MARK: Yep. And Mike, as you’ve noticed, we’ve talked a lot about China today.
MIKE: Yeah. They’re facing a shipping crisis. Their crops are getting decimated by armyworms. And from what I understand, manufacturers are flat-out sick of China. Why is that?
MARK: Look, China is notorious for stealing intellectual property. Manufacturers are sick of China. In fact, major companies are pulling up the stakes and leaving. I’m talking about Google, Apple, Verizon, and General Electric.
MIKE: Well, Mark, the people of China are fed up as well. In Hong Kong, millions of citizens took to the streets protesting China’s communist ways.
MARK: Absolutely. Mike, China is in trouble. And that brings us to the biggest shockwave of the day.
In fact, this could be the biggest prediction of my career.
Because, listen: China is collapsing right in front of our eyes.
The initial shockwave has the power to make smart investors very rich. And the secondary plays that ripple out over the next 12 months… well, they could be even bigger.
MIKE: Wow, Mark. This is a real earth shaker. I mean, China’s is the second-biggest economy in the world. They make up nearly 20% of the world’s population. And now, you’re predicting they are going to collapse. How did this come about?
MARK: It started back in the 2009 financial crisis. Now, at the time, China was hailed as “too strong to fail” because they didn’t really get hurt during the crisis.
But the reality is that China pulled off one of the biggest frauds in history.
Look, when the financial crisis hit, China went on a massive debt-fueled spending spree to prop up its economy.
They built like crazy. And yes, they kept people employed. They created the illusion that their economy was strong.
But Mike, they built nothing of value.
Look around China today, and you’ll see ghost cities.
Deserted highways that go nowhere.
MIKE: In other words, the debt isn’t paying for itself.
No tax revenue. No tolls. No income generation.
And now the bill’s come due.
MARK: In a big way…
Look, China is now being crushed by debt.
I mean, people worry about U.S. debt at $20 trillion. But that’s equal to our GDP.
China’s debt ratio is 300% of their GDP! It’s crippling their economy. In fact, they just had the lowest growth numbers in 27 years.
President Xi is trying everything to get liquidity into the economy. But it’s not working.
And there are several reasons why. Consumer debt is at an all-time high, which means consumers are tapped out.
PMI just dropped below 50, which is a clear signal the economy is contracting.
And we are seeing record real estate foreclosures.
MIKE: At the same time, three banks have been bailed out. This sounds like the early days of the financial crisis when Lehman Brothers and Bear Stearns failed.
MARK: Exactly. We’re seeing that now in China.
Plus, China’s bond market and interbank lending is in free fall.
In fact, between 2014 and 2018, China bond defaults exploded 10,000%... Mike, this coming year, it’s going to be three times that!
MIKE: Mark, the writing’s on the wall. I mean, you’ve got protesters in Hong Kong railing against the Chinese government. I think it’s clear: People don’t believe in the government. They don’t believe in President Xi. They are realizing that the growth of the last 10 years has been a debt-fueled illusion, and the jig is up.
MARK: And Mike, this is not something that’s going to happen down the road. It’s happening now.
Already, Chinese citizens – along with investors – are fleeing the yuan, buying property in places like Australia, New York, Vancouver, and San Francisco… trying to protect themselves against the failing currency by getting their money out of the country.
Mike, this is one of the causes for the recent spike in Bitcoin. China is moving their money out of the country and into safer assets.
MIKE: Mark, this sounds like the currency crisis that hit Thailand back in 1997. Hedge funds, guys like George Soros and his firm, made billions.
MARK: Yep. This is the same situation only bigger – because it starts with China.
Then you get what we call contagion.
MIKE: In other words, the fear and panic spread to other emerging markets… creating massive opportunity. And you’ve got a handful of ways to hit it.
MARK: That’s right. We are locked and loaded.
Demand for U.S. dollars is going through the roof, so the first step we take is to go long on the U.S. dollar… and there are dozens of ways to play that.
I think an astute trader can make over 1,000%...
Second, we would want to take the opposite side of that trade, so we would recommend going short on the yuan…
Now, just like above, there are lots of variations on how to make this move…
But I’ve got a specific one in mind…
One I think could net as much as 1,400%…
Next, we know the yuan won’t be the only currency affected by a rise of the U.S. dollar…
Because China is one of the biggest global importers, any slowdown there will have an outsized effect on the rest of the world.
What that means for us is that we have to recommend going short on other emerging markets…
Now, that can be a complicated trade – but I have an instrument I’ve used to simplify that strategy in the past, and this time around I think it could net a 1,114% gain…
MIKE: And there are more ripples off this play…
For example, this presents a unique opportunity to go long on gold – a special trade that I think has the potential to return as much as 2,050% or more.
But we can also go long on gold producers…
And while we’re at it, we’ll also likely have a chance to short the entire technology sector. Companies like Apple, Google, and Amazon… they won’t be able to escape.
Mike, this is going to be huge. Like I said, this could be the biggest trade of my career.
MIKE: That’s incredible. Mark, you’ve shown us some amazing opportunities today. Let’s summarize them.
SHOCKWAVE #1: Trans-Asia Shipping Crisis! We’ve got a 10,000% surge in demand for natural gas tankers. At the same time, supply has gone up a mere 25%. This unprecedented gap could drive a 2,550% gain…
PLUS: Three additional Ripple Plays for a shot at 3,883%.
SHOCKWAVE #2: Food-Supply Shortage! Floods in the Midwest and armyworms in China are about to send soybeans through the roof. This offers 2,450% upside!
PLUS: Four additional Ripple Plays for a shot at 5,725%.
SHOCKWAVE #3: Refinery Max Out! A new discovery in the Permian Basin has maxed out U.S. refineries and could show 1,500% upside for the pipeline company that transports fuel to the coast!
PLUS: Three additional Ripple Plays for a shot at 3,760%.
SHOCKWAVE #4: The Plastic Plunge! The plastics industry is imploding. And this play could yield a fast 1,200%!
PLUS: Four additional Ripple Plays for a shot at 5,115%.
SHOCKWAVE #5: “IMO 2020!” A historic fuel regulation by the UN has created a staggering demand for refined product tankers. Upside here is 1,800%!
PLUS: Three additional Ripple Plays for a shot at 7,453%.
SHOCKWAVE #6: Chinese Meltdown! Years of debt-fueled growth is about to blow up in China’s face. You could pocket 1,222% as the crisis unfolds!
PLUS: Three additional Ripple Plays for a shot at 4,564%.
Mark, that’s a shot at 12,500% up front… followed by another shot at 28,722% on Ripple Plays.
Now of course nothing is guaranteed in investing and people should never put up more than they can afford to lose.
But even if these opportunities go up a fraction of what you’re projecting, folks could make life-changing gains.
You’ve put together a special way for people to take advantage of this. Tell us about it.
MARK: Well, Mike. These opportunities are happening now. But the supply-chain dynamic creates new opportunities on a daily basis.
To help folks take advantage of the upside, I’ve created a new and one-of-a-kind research service.
It’s called Shockwave Trader.
The moment folks give it a try, they will have instant access to my Executive Dossier, including a complete breakdown on each of these plays.
And that’s just the beginning. Because each of these plays spins off into Ripple Plays.
MIKE: Mark, that’s 27 plays total for a shot at 41,222% gains. And I have no doubt you can deliver because you’ve nailed 55 winning predictions over the last two years. And for those folks who took your predictions and found the right positions... they had an opportunity to make 102,502% in total gains.
MARK: And really, Mike, these plays are just a taste. Because the supply chain is the gift that keeps giving day after day.
As a member of Shockwave Trader, folks are going to get a steady diet of trading opportunities.
MIKE: What can they expect to receive when joining Shockwave Trader?
MARK: Great question. Let me tell you how it will work. Every day, I monitor the markets. I evaluate the macroenvironment, the supply-demand data, and any emerging shockwaves.
I then use my fourth-dimension system to connect the dots and spot opportunities.
And when I isolate an opportunity, I will analyze it and confirm the trade.
MIKE: And then you'll email folks everything they need, including your research and trading instructions…
MARK: Exactly. Members review the information, and if it’s right for them, they can enter the trade themselves – either online or by phone.
MIKE: How often will members get a new trade recommendation?
MARK: Mike, we’ve got shockwaves hitting every single day of the week. And when a shockwave hits, it can generate three, four, five ripples in a row. So the recommendations are going to come fast and furious.
Of course, my team and I will monitor each and every recommendation.
And when it comes time to close out the trade and I recommend taking any profits, we’ll send instructions over email. And you can even choose to get a text alert every time a new email hits your inbox. All very easy.
MIKE: I can see how the wins could add up really fast.
MARK: And listen, this is just the beginning. We’re going to go so much further…
Mike, when I was on Wall Street, I’d brief my firm’s trading floor in advance of the Opening Bell. I’d break down the opportunities we were tracking and get each and every trader ready to make a killing.
I want to do the same for my Shockwave members. So every time I see a new shockwave developing, I’m going to broadcast my Morning Call.
I’ll take readers around the world, identify flashpoints, and detail trading opportunities that are emerging.
In addition to all those trading opportunities, we're going to give folks my Inside-the-Fourth-Dimension Video Series!
This is truly a one-of-a-kind experience that will take your market acumen and trading intuition to a higher level.
In these videos, I’ll show you exactly how tiny supply-chain shockwaves can be traced out into the future.
You’ll discover how I connect the dots across the globe and spot opportunities long before most people know they exist.
By the time you finish the video series, you can be reading the market like a fortune teller and beating the competition at every turn.
Plus, in these videos, I’ll reveal the very strategies I’ve used to make my 55 winning predictions for an opportunity to make 102,502% in total gains using special trades.
MIKE: That is fantastic, but you're not stopping there…
MARK: You're right, Mike.
There's no substitute for live coaching. That's why I've also included my Shockwave Trading Sessions!
Members will tune in to watch me inside the fourth dimension. I’ll whip around the globe, break down supply-chain shockwaves, connect flashpoints, and trace trading opportunities into the future in a special live video.
MIKE: Mark, not only does this sound highly lucrative, but it also sounds like a lot of fun.
MARK: And there’s more…
Remember, when it comes to the global economy, I’m an expert. I rub shoulders with the most powerful executives on the planet. The major players who drive the global economy.
As a Shockwave trader, you’re going to “meet” some of my closest “friends” up close via my Shockwave Face-Time Series! In fact, I’ll be conducting a series of one-on-one sit-downs with industry insiders, the people who make the world go ‘round! And you’ll be in the front row watching by video as I talk with these insiders about imminent moves that could rock the market.
MIKE: Who’s on your guest list?
MARK: This is really exciting, Mike. I’ve got executives lined up from a host of companies. Firms such as Baker Hughes, Cheniere, Chevron, Enterprise, and even small startups like FreightWaves and Primary Vision.
MIKE: Man, that sounds fascinating…
MARK: And there’s more…
As a Shockwave trader, you’ll begin receiving my private Shockwave Flashpoint Communiqués.
The Flashpoint Communiqués are reserved for members only and contain highly sensitive and valuable analyses for Shockwave traders.These Communiqués will give you a breakdown of global supply-chain dynamics. To put it in perspective, this is the same type of correspondence I would send to my network: hedge fund CEOs, shipping magnates, currency traders, private equity funds, and high-net-worth investors.
And it gets better, because we're also going to conduct annual Shockwave Trader Summits.
Readers will all get together in person to meet, greet, and enjoy each other's successes and trading strategies.
Finally, I value direct feedback. And that's why we're setting up the Shockwave Trader's Hotline.
Think of it as a direct line to me and my team. At any time, you can use the hotline to drop off your most burning questions. At the end of the week, my team and I will answer the questions that are most frequently brought up by readers.
MIKE: Mark, this is absolutely incredible. Let me summarize everything that subscribers of your Shockwave Trader research service will get…
Shockwave Weekly Trade Recommendations…
Shockwave Profit Alerts…
Shockwave Morning Calls…
Inside-the-Fourth-Dimension Video Training Series…
Shockwave Trading Sessions…
Shockwave Face-Time Series…
Shockwave Flashpoint Communiqués…
Shockwave Trader Summits…
Shockwave Trader's Hotline…
Truly amazing stuff. For what folks get, I’m thinking $25,000 would be a bargain.
Folks could cover that with just one successful Shockwave Play…
MARK: They could. But I want to make this affordable right out of the gate for anyone watching today. So the price isn’t going to be $25,000 or even $15,000.
It’s not even going to be $10,000.
In fact, the price is so reasonable, one play could pay for the entire Shockwave Trader research service 15 times over.
MIKE: And is Shockwave Trader open to anyone?
MARK: Anyone who moves fast. Because of the delicate nature of these trades, I can only accommodate 500 Charter Members today through this offer.
MIKE: I see a supply-and-demand challenge developing here, Mark. I mean, we’ve got nearly three million Money Morning readers, and every single one of them was invited to attend the Summit. If you’re only opening Shockwave Trader to 500 people today, this is going to sell out fast. I mean, a lot of folks are going to get left out.
MARK: That’s the way the business world works. Shockwave Trader is for decisive people who know what they want and can spot value when they see it.
For the folks who move quickly, this is truly a once-in-a-lifetime opportunity.
MIKE: And to make this a complete no-brainer, I want to share with you Mark’s personal pledge and guarantee.
These shockwaves are coming fast and furious. They happen every day. In any given week, we could see 15, 20, even 25 plays – each with the potential to show you 10 times your money.
With that in mind, if you don’t see at least 100 of these massive shockwave opportunities over the next 12 months, all you have to do is call our VIP Concierge team… and they will refund every penny of your subscription price. No questions asked.
But please understand: This is strictly limited. Again, because of the nature of this opportunity, Mark can only open it up for 500 people today.
First come, first served.
Mark, this really is an incredible offer. Thanks so much for being here. And we'll check in with you soon.
MARK: Mike, thanks for having me. It’s been an absolute pleasure.
MIKE: Folks, listen: This is truly an unprecedented opportunity. But we can only hold this open to 500 people today.
Go ahead and hit the "Join Us" button below. You'll be taken to a secure page where you can review everything you'll get as a Shockwave trader.
Or if you still have any questions about this service and how it will work for you, I encourage you to contact our reliable Customer Service team at 855-509-6600 or 443-353-4770 (for international callers) and mention Priority Code: WSWVVA01.
But please remember, the 500 spots available today are going to go fast. Hesitating could cost you your shot at millions. And remember, with Mark’s guarantee in place, this is a real no-brainer you can't afford to miss.
I'm Mike Ward. For Mark Rossano, and all of us here at Money Morning, thanks for watching, and have a great day.