Sources and links on page 24
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Incumbents And/Or Public Companies With >$1b Market Cap/ Valuation
Industry Value Chain
Incumbents And/Or Public Companies With >$1b Market Cap/Valuation*
Raw Materials
Materials Processing
Cell Component
Cell Manufacturing
System Assembly
Recycling
Lithium
Lithium Chemical
CAM
Cell
Vehicle OEMs
Recycling
Nickel Chemical
AAM
Nickel Cobalt Chemical
Energy Storage Cobalt
pCAM
* estimated as of December 2023
Electrolyte & Separator
Extracted from the PDF; charts and images may read imperfectly.
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