How Do Vanguard’s Target-Date Funds Stack Up?
Investing Insights
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The Future of Lithium
Lithium is one of the industries that will be most directly impacted by rising EV adoption because all EV batteries do need lithium. We expect lithium demand to more than triple between 20.2 and 2030 from around 800,000 tons in 2022 to over 2.5 million tons by 2030. This should keep lithium prices high and create excess returns for low cost lithium producers. And finally, when we look at the automakers themselves, we like Ford and GM as two legacy automakers who are rapidly electrifying their portfolios as well and should benefit from the transition.
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