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Where to Find Opportunities in Electric Vehicles

Our top picks for industries that will benefit most from growing electric vehicle adoption are lithium producers and utilities.

Where to Find Opportunities in Electric Vehicles
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Seth Goldstein: We recently published a deep dive report highlighting our bullish outlook for global electric vehicle penetration. Based on our findings, we see a number of attractive long opportunities that will allow investors to capitalize on increasing electric vehicle production. 

For background, in 2017 electric vehicles accounted for only about 1% of total light vehicle sales globally. By 2028, we expect this number to increase to 15%, which is above consensus estimates of 11%.

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Seth Goldstein does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.