Lee Munson on EV investing: 'Forget about what car manufacturer is going to win'

$Dow Jones Industrial Average(.DJI.US)$ $CENTURY LITHIUM CORP(CYDVF.US)$ It means there are 50+ million cars a year sold on the Earth and with all of them eventually required to be an EV, pretty much anyone who makes EVs is going to "win". They are all going to "win". Everyone thinks Tesla will sell all 50+ million cars a year by 2030. Right now Tesla has sold about 600K EVs or so YTD, but VW Group has sold about 300K EVs YTD, and VW has only been selling EVs in volume a couple years. I didn't even mention China's EV makers which all together are at that 600K YTD number as well.