So, share of "lithium" in top technologies is rising
-Strong eco and anitcarbon trends (look energy XLE)
-EV part rising, EV gorvernment programs
-battaries is main part of EV and lithium is mainstream of battaries. Even with hydrogen technologies, lithium is bottleneck in EV tech
This is my trading idea on Lithium and battery / I have backed this up with fundamentals (supply and demand) and believe that Lithium prices will rise as demand for Lithium rises (think about Tesla Gigafactories alone). I believe greatly in this ETF and have studied it precisely. One of my favourite trades right now.