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15 handpicked stocks

Electric Vehicle Power Pack

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.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at June 17

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

ALB

Albemarle Corporation

ALB

Current price

$82.19

As one of the world's largest lithium producers, it is a cornerstone of the global supply chain for EV battery manufacturing.

LAC

Lithium Americas Corp.

LAC

Current price

$2.90

It is focused on advancing the Thacker Pass project in Nevada, one of the largest known lithium deposits in the United States.

VALE

Vale S.A.

VALE

Current price

$9.92

As a leading global producer of nickel, this company is a critical supplier of one of the key cathode materials for high-performance EV batteries.

About This Group of Stocks

1

Our Expert Thinking

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.

2

What You Need to Know

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.

3

Why These Stocks

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.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+75.74%

Group Performance Snapshot

75.74%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 75.74% over the next year.

8 of 11

Stocks Rated Buy by Analysts

8 of 11 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

Powering the Future

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.

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Battery Boom Beneficiaries

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.

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The Green Materials Revolution

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.

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