The EV & battery chain
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Companies in this chain
From the vehicle down to the cell chemistry and the rock it starts as — this map shows where the EV dollar has already landed: each layer's and each company's share of the EV-and-battery revenue the chain captures today. Descriptive, not a forecast — and note how the value sits at the vehicle, not the cell.
How this map is built
Each company's share = its trailing revenue x an estimated 'exposure' fraction to this theme (high / moderate / low), divided by the chain total. It answers who actually captures the spend TODAY, not who might benefit next. Revenue is live from our scan; a few names our universe doesn't cover use a flagged revenue estimate. Exposure bands are qualitative judgements from filings and earnings calls, and they are the part most worth arguing with. This is a snapshot of realized share, not a prediction. The 'signal to watch' is the single leading indicator we'd track for each name.
This is a factual map of supply chain relationships. It is not investment advice, not a recommendation to buy or sell any security, and nothing here accounts for your circumstances. Company classifications change; verify against primary filings before acting.
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