As auto companies race to develop electric vehicles, an opportunity for investors to cash in is emerging: the miners extracting the raw materials needed to fuel these cars and trucks.

“I just don’t see that there’s going to be enough supply of raw materials … and I think it’s going to be a massive bottleneck,” said Vance Brown, portfolio manager at Williams Jones Wealth Management. “Lithium is a vital, essential element… I would even go so far as to say it’s a new industrial revolution.”

Lithium hits record in EV boom, spurring a ‘land grab’ among miners.