LIT: The Lithium Trade Has Run Too Far, Too Fast

Global X Lithium & Battery Tech ETF has surged 60% YTD, driven in part by tariff and trade war headlines. Much of LIT's rally appears sentiment-driven rather than based on underlying profitability or improved fundamentals of its constituents. I also have some concerns about how well the ETF's portfolio mix will capture value created by the lithium sector going forward.

Seeking Alpha • Dec 12, 2025

LIT: Up 59% In 2025, But Here's Why The EV/Lithium Rally Could Stall

Global X Lithium & Battery Tech ETF surged 59% in 2025, outperforming major benchmarks, but now faces valuation and technical headwinds. LIT's concentrated portfolio, high volatility, and elevated expense ratio warrant cautious position sizing and disciplined trading tactics. Valuation is less compelling with a 23.2x P/E and just 5.1% long-term earnings growth, resulting in an unattractive PEG ratio.

Seeking Alpha • Dec 10, 2025

An EV Maker Not Named Tesla Can Drive This Lithium ETF

When it comes to getting electric vehicles (EV) exposure, the most recognized name within domestic borders is certainly Tesla. However, BYD Company is a name that more investors should be familiar with, and one of the top ETFs with exposure to BYD is the Amplify Lithium & Battery Technology ETF (BATT).

ETF Trends • Nov 17, 2025

10 High Quality ETFs & Stocks To Buy In The Next Market Downturn And Hold Until 2030

By 2030, global trends will be dominated by AI, electrification, renewable energy, and demographic shifts (retired baby boomers), shaping investment opportunities and risks. Equity markets, especially US and AI-related stocks, are currently overvalued; investors should prepare a shopping list for quality ETFs and stocks to buy after downturns. Top ETFs span global, US, Asia, India, renewables, EVs, aging demographics, lithium, gold, and silver, balancing growth and defensive themes.

Seeking Alpha • Nov 12, 2025

Tech Innovation Breeds Opportunities in Natural Resources

Artificial intelligence (AI), cloud computing, and machine learning are just a few of the obvious tech innovations dominating the majority of investor attention spans these days. Along with the companies focused on these technologies, attention also diverts to those integral to meeting hardware demands, like semiconductor firms.

ETF Trends • Oct 13, 2025

Q3 EV Wars: Who Won, Who Lost?

The global electric vehicle market remains highly competitive, with China as the dominant region and the U.S. seeing a temporary Q3 boost from expiring tax credits. BYD Company Limited leads in global EV sales but saw a rare year-over-year decline in Q3, mainly due to intense competition in China, though exports are surging. Xiaomi is emerging as a standout, rapidly scaling EV sales and maintaining strong momentum despite being a newcomer and not an EV pure-play.

Seeking Alpha • Oct 3, 2025

Trump's Battery Push Sends Lithium ETFs To 52-Week Highs — But Is It Sustainable?

Lithium-themed ETFs touched 52-week highs last week, prompting questions on if the rally is driven more by political tailwinds than commodity fundamentals.

Benzinga • Sep 29, 2025

Lithium ETF (LIT) Hits New 52-Week High

LIT surges 78.9% from its low to a 52-week high as lithium demand fuel momentum in battery metal miners.

Zacks Investment Research • Sep 26, 2025

6 Best Growth ETFs to Buy Now

The best growth ETFs offer exposure to higher risk, higher reward stocks while limiting the chance of a single stock torpedoing your returns.

Kiplinger • Aug 28, 2025

These lithium stocks are surging as a mine in China goes offline. Can the rally continue?

The supply of metal used for electric vehicles and computer batteries has been growing, but stocks of lithium companies are rallying as another mine shuts down.

Market Watch • Aug 11, 2025