Tesla has secured a major $4.3 billion agreement with LG Energy Solution to produce lithium iron phosphate batteries domestically in Michigan. This historic deal highlights a lucrative investment opportunity in U.S.-based battery manufacturers, raw material suppliers, and grid infrastructure providers poised to benefit from localized clean energy supply chains.
Published on March 18
When Tesla and LG Energy Solution shake hands on a deal of this size, the entire battery supply chain takes notice. This is not a trend on the horizon — it is already happening, and the companies in this group are right at the centre of it.
Major manufacturers are racing to bring battery production back to U.S. soil, and the window to invest early in that shift is open right now. From lithium miners in Nevada to grid operators in the Midwest, this group captures the full picture of a once-in-a-generation industrial transition.
Professional analysts have handpicked stocks spanning raw materials, cell manufacturing, and grid infrastructure — because the opportunity here is not just in one company, it is across an entire ecosystem. Getting broad exposure now could be the smart move before the mega-factories reach full production.
Tesla's landmark $4.3 billion agreement with LG Energy Solution to manufacture lithium iron phosphate batteries in Michigan marks a defining moment in U.S. clean energy. The big-picture idea here is reshoring — major players are bringing battery production back home to avoid import tariffs and build more resilient supply chains. This group is built to capture that wave, from raw material miners to grid operators powering the new mega-factories.
This is a thematic growth basket, meaning it is tied to a specific industrial trend rather than a single company or sector. The stocks span the full battery value chain — lithium miners, cell manufacturers, next-generation battery innovators, and grid infrastructure providers. Because this theme is driven by policy shifts and large capital projects, it carries both exciting upside potential and some exposure to regulatory or project-timing risks.
Every stock in this group was handpicked by professional analysts to represent a distinct and important role in the domestic battery supply chain. From Lithium Americas' Nevada mining project to Constellation Energy's grid power for gigafactories, each name was selected for its direct exposure to the reshoring trend. These are not random picks — they form a deliberate, end-to-end view of how localised battery production could create value for investors.
The basket’s total market capitalisation is $NaN and it is heavily concentrated in a few very large-cap constituents, giving it a large‑cap‑anchored profile likely to be less volatile than small‑cap‑weighted baskets.
TSLA: $1.50T
NEE: $192.79B
ALB: $19.60B
Get the full story on this Basket. Read our detailed article on its risks and potential.
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
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.
+5
Here are a few of the assets in this group. Create an account to unlock the full list.
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:
+161.82%
On average, analysts expect assets in this group to grow 161.82% over the next year.
12 of 15 assets in this group are rated Buy by professional analysts.
