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SMOG - Finding Sustainability In Traditional Commodities - May 20 2022
VanEck Low Carbon Energy ETF
As governments globally commit to carbon-reduction policies, investments in renewable energy and clean technologies are creating a far-ranging opportunity set for long-term investors.
As governments across the world commit to long-term carbon-reduction policies, cumulative investments in clean technologies are expected to soar.
To meet expected demand for EVs going forward, we expect the capacity will have to grow by 70x from 2020 levels (15% growth year-over-year) through 2050.