My Upcoming Masterclass:
https://docs.google.com/forms/d/e/1FAIpQLSfhE2Su-8NKQNNwjnoMY4cbcaX2fs5Au9KpGmpckjkiPhdegQ/viewform?usp=header
This episode explores the true environmental impact of electric vehicles and battery production, separating myths from facts through recent research and policy analysis. We also discuss key market players, sustainability challenges, and investment opportunities in EV and clean-tech ETFs worldwide.
📚 Resources for Further Reading
Are electric vehicles definitely better for the climate than gas-powered cars? – MIT Climate Portal
https://climate.mit.edu/ask-mit/are-electric-vehicles-definitely-better-climate-gas-powered-cars
Clean energy ETFs start to outperform key oil & gas ETF – Reuters
https://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 Union
https://www.consilium.europa.eu/en/policies/fit-for-55/
National Electric Vehicle Strategy – Australia
https://www.dcceew.gov.au/sites/default/files/documents/national-electric-vehicle-strategy.pdf
What incentives are available when purchasing an EV? – Electric Vehicle Council
https://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 Forum
https://www.weforum.org/stories/2022/12/electric-vehicle-battery-circular-economy/
Global EV battery market share in 2024: CATL 37.9%, BYD 17.2% – CnEVPost
https://cnevpost.com/2025/02/11/global-ev-battery-market-share-2024/
Trends in the electric vehicle industry – Global EV Outlook 2024 – IEA
https://www.iea.org/reports/global-ev-outlook-2024/trends-in-the-electric-vehicle-industry
💸 ETFs for EV and Battery Tech Exposure
Global X Battery Tech & Lithium ETF (ASX: ACDC) – Australia
https://www.investsmart.com.au/shares/asx-acdc/global-x-battery-tech-and-lithium-etf
Amundi MSCI Future Mobility ESG Screened UCITS ETF Acc
https://www.justetf.com/en/etf-profile.html?isin=LU2023679090
L&G Battery Value-Chain UCITS ETF
https://www.justetf.com/en/etf-profile.html?isin=IE00BF0M2Z96
Xtrackers Future Mobility UCITS ETF 1C
https://www.justetf.com/en/etf-profile.html?isin=IE00BGV5VR99
Disclaimer: 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.
