the oregon group logo

Investment Insights. Stay Ahead.

Anthony Milewski: 2018 Is Going to be the Year of Grid Storage

Anthony discusses Cobalt 27 and how they did well this past year.

2017 was the breakout year for the electric vehicle market, and it is accelerating faster than most analysts anticipated. He thinks a new story will emerge this year that will shape the market. This story is the concept of grid storage which involves attaching large battery banks to the electric grid. All power grids globally have demand for this technology. Tesla’s grid solution in Australia has demonstrated how this technology can dramatically improve electrical systems. Grid storage applications will require a sizeable quantity of lithium ion-based batteries and will likely move towards vanadium based batteries that are in development. Vanadium is an interesting technology, but there are risks. If you are looking at vanadium, you may want a small speculative investment. E.V sales have continued to impress analysts. The coming quarters will likely continue to show an increasing demand for them. The nickel sector is going to be a sleeper as the market has not yet priced in this potential. He feels the broader equity markets will show the most gains during the first half of the year with the second half driven by quantitative easing concerns. We are still well below the peak of the last commodity supercycle. Ultimately money will flow into commodities. As a result, he thinks copper equities will have a big year. Automakers have a different view of the transportation market. They see Electric Vehicles as a means to bring autonomous vehicles to the marketplace. They are looking at how to get cars to drive and park themselves.


The Oregon Group has full editorial control over all content published on this website and the author has not been compensated or remunerated by any person to provide content for The Oregon Group, and all statements and expressions herein are the sole opinion of The Oregon Group. However, from time to time, The Oregon Group and its directors, officers, partners, employees, authors, or members of their families, as well as persons who are interviewed for articles on this website, may have a long or short position in securities or commodities mentioned and may make purchases and/or sales of those securities or commodities in the open market or otherwise. By accessing and using this website, readers are cautioned to assume that each of the foregoing persons may have a financial interest in all companies and sectors mentioned on this website. Any projections, market outlooks or estimates herein are forward looking statements and are inherently unreliable., and any such statements are based upon certain assumptions and should not be construed to be indicative of the actual events that will occur.  Other events that were not taken into account may occur and may significantly affect the returns or performance of the securities or commodities discussed herein. The information provided herein is based on matters as they exist as of the date of preparation and not as of any future date, and The Oregon Group undertakes no obligation to correct, update or revise the information in this document or to otherwise provide any additional material. The information provided on this website is for informational purposes only and is not, directly or indirectly, an offer, solicitation of an offer and/or a recommendation to buy or sell any security or commodity, and the information provided on this website should not be construed as any advice or an opinion as to the price at which the securities of any company or commodity may trade at any time. The Oregon Group is a publisher of financial information, not an investment advisor.  We do not provide personalized or individualized investment advice or information that is tailored to the needs of any particular recipient, and the information provided on this website is not and should not be construed as personal, financial, investment or professional advice. Readers are cautioned to always do their own research and review of publicly available information and to consult their professional and registered advisors before purchasing or selling any securities or commodities and should not rely on the information contained herein. Neither The Oregon Group nor any of its affiliates accepts any liability whatsoever for any direct or consequential loss howsoever arising, directly or indirectly, from any use of the information contained herein. By using the Site or any affiliated social media account, you are indicating your consent and agreement to this disclaimer and our terms of use. Unauthorized reproduction of this newsletter or its contents by photocopy, facsimile or any other means is illegal and punishable by law.

Share this article

about the author

Picture of Anthony Milewski

Anthony Milewski

Anthony Milewski has spent his entire career in the capital markets, including as company CEO, board director, advisor, founder and investor, with a focus on the energy transition and commodities.


Subscribe for Investment Insights. Stay Ahead.

Subscribe and get today’s market and industry trends delivered to you in real-time.

[mepr-membership-registration-form id="4595"]


Welcome to The Oregon Group, an investment research team focused on critical minerals, mining, energy and geopolitics.

Our independent capital markets experts are sharing their boardroom expertise and institutional experience to help you profit and hedge your investment exposure during this time of unmissable opportunity.

Subscribe and get today’s market and industry trends delivered to you in real-time.

[mepr-membership-registration-form id="4595"]