My Upcoming Masterclass:https://docs.google.com/forms/d/e/1FAIpQLSfhE2Su-8NKQNNwjnoMY4cbcaX2fs5Au9KpGmpckjkiPhdegQ/viewform?usp=headerIn this episode, we cut through the noise around electric vehicles and battery production, using the latest research, market data, and policy updates to separate facts from common misconceptions. We explore the environmental realities of EVs, the companies leading the battery market, and the biggest sustainability challenges ahead. Plus, we look at global clean-tech and EV-focused ETFs for investors seeking exposure to the energy transition.📚 Resources for Further ReadingAre electric vehicles definitely better for the climate than gas-powered cars? – MIT Climate Portal⁠https://climate.mit.edu/ask-mit/are-electric-vehicles-definitely-better-climate-gas-powered-cars⁠Clean energy ETFs start to outperform key oil & gas ETF – Reuters⁠https://www.reuters.com/business/energy/clean-energy-etfs-start-outperform-key-oil-gas-etf-maguire-2024-05-07/⁠Fit for 55: EU Climate Policy Framework – Council of the European Union⁠https://www.consilium.europa.eu/en/policies/fit-for-55/⁠National Electric Vehicle Strategy – Australia⁠https://www.dcceew.gov.au/sites/default/files/documents/national-electric-vehicle-strategy.pdf⁠What incentives are available when purchasing an EV? – Electric Vehicle Council⁠https://electricvehiclecouncil.com.au/docs/what-incentives-are-available-when-purchasing-an-ev/⁠3 challenges en route to EV batteries driving the circular economy – World Economic Forum⁠https://www.weforum.org/stories/2022/12/electric-vehicle-battery-circular-economy/⁠Global EV battery market share in 2024: CATL 37.9%, BYD 17.2% – CnEVPost⁠https://cnevpost.com/2025/02/11/global-ev-battery-market-share-2024/⁠Trends in the electric vehicle industry – Global EV Outlook 2024 – IEA⁠https://www.iea.org/reports/global-ev-outlook-2024/trends-in-the-electric-vehicle-industry⁠Pilbara Minerals Ltd – Reuters⁠https://www.reuters.com/company/pilbara-minerals-ltd/⁠💸 ETFs for EV and Battery Tech ExposureGlobal X Battery Tech & Lithium ETF (ASX: ACDC) – Australia⁠https://www.investsmart.com.au/shares/asx-acdc/global-x-battery-tech-and-lithium-etf⁠Amundi MSCI Future Mobility ESG Screened UCITS ETF Acc⁠https://www.justetf.com/en/etf-profile.html?isin=LU2023679090⁠L&G Battery Value-Chain UCITS ETF⁠https://www.justetf.com/en/etf-profile.html?isin=IE00BF0M2Z96⁠Xtrackers Future Mobility UCITS ETF 1C⁠https://www.justetf.com/en/etf-profile.html?isin=IE00BGV5VR99⁠Disclaimer: The content we share on this podcast is for educational purposes only, does not constitute financial advice, and we do not make any recommendations. Don’t blindly follow suggestions from others—instead, inform yourself broadly, weigh different perspectives, and consider speaking with a qualified financial advisor before making any investment decisions.

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