KEY TAKEAWAYS
  • Global auto sales have peaked in the current cycle. But there’s a bright spot coming: The electric vehicle market is in the early stages of scorching growth. EVs have the potential to transform the cities of the future with lower emissions.
  • Smart investors will step outside the noise around car manufacturing and focus on the more interesting field where the future is being decided: The massive imbalance between supply and demand for lithium, which will keep prices aloft for years to come.
  • Specifically, watch how shares of the world’s largest lithium miner can pay off. There’s a smart lithium ETF play to ponder as well.

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