How to play the rise of Evs

Dear Reader,

The rise of electric vehicles is one of the hottest trends in the world.

Last year, EV sales grew by more than 100%.

And the latest figures from S&P Global suggest that it’s just the start of a much longer-term trend.

But it’s going to create its own set of problems.

Case in point: the UK wants every car on the road to be electric by 2050.

But to make that happen, the UK alone would need to consume 75% of the world’s lithium.

75%!

And that’s just one country, with roughly 1% of the world’s population.

Which just serves to underline how critical lithium miners are going to be to the rise of the EV market.

Many of them are already soaring.

Last year, eight of the top 10 stocks in Australia were lithium stocks.

But what if there was another way to play this same theme…without touching lithium stocks themselves?

It involves a tiny stock that’s riding the very same trend as the lithium miners.

And it’s just made deals with both Tesla and the US Department of Energy.

For the full story, just click here now.

Cheers,

James Woodburn,
Publisher, Fat Tail Investment Research