Tap into the raw materials powering the electric vehicle revolution. These stocks represent carefully selected miners and processors of lithium, nickel, graphite, and other critical battery elements, chosen by our professional analysts for their essential role in the EV supply chain.
Every new electric vehicle needs these materials. As EV adoption accelerates globally, these companies are positioned at the critical chokepoint of the supply chain where demand is surging.
Government mandates and manufacturer commitments are creating unprecedented demand for battery materials. These companies stand to benefit directly as EV production goals stretch existing supply to its limits.
Countries are now treating these minerals as strategic resources, establishing domestic supply chains and incentivizing local production. This shift is creating valuable opportunities for well-positioned mining operations.
We've identified a direct link between the global EV boom and rising demand for battery materials. As governments mandate electrification and automakers ramp up production, the companies mining and processing these essential elements stand to benefit from increasing supply chain investment and commodity prices.
This collection focuses on upstream providers in the EV supply chain – the miners and processors that extract lithium, nickel, cobalt, and graphite from the earth. These companies represent a foundational play that offers direct exposure to the material inputs driving green transportation growth.
These companies were selected for their specialized focus on battery material production. We've curated global firms with established operations or promising development projects that are strategically positioned to benefit from geopolitical trends toward secure, regional supply chains for critical minerals.
Summary and investor takeaways for the Electric Vehicle Power Pack basket based on provided market capitalization breakdown.
ALB: $10.75B
LAC: $1.14B
VALE: $51.22B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+64.53%
On average, analysts expect assets in this group to grow 64.53% over the next year.
8 of 15 assets in this group are rated Buy by professional analysts.
