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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.

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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%.

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