How Hedge Funds Trade the Electric Vehicle Battery Supply Chain

As BYD predicts 80% of new car sales in China will be electric, hedge funds are scrambling to map the battery supply chain from lithium mines to cathode factories. Lucas explains why the trade has shifted from buying Tesla to shorting cobalt miners and going long on lithium refining capacity in China. Luna asks whether the trade is too crowded and what happens if solid-state batteries kill lithium demand. Specific names discussed: Ganfeng Lithium, CMOC Group, and the new wave of battery recycling startups. Markets context: the S&P 500 down 2.7% in five days, volatility rising as sector rotation accelerates. #ElectricVehicles #HedgeFunds #BatterySupplyChain #Lithium #Cobalt #BYD #GanfengLithium #China #Commodities #EVTrading #SolidStateBatteries #BatteryRecycling #SupplyChainInvesting #Finance #AlternativeInvestments #FexingoBusiness #BusinessPodcast #HedgeFundPodcast Keep every episode free: buymeacoffee.com/fexingo