Sources and links on page 22
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Incumbents And/Or Public Companies (>$1B Market Cap/Valuation)* Raw Materials
Materials Processing
Cell Component
Cell Manufacturing
System Assembly
Recycling
Lithium Mining
Lithium Chemical
Cathode Active Materials
Cell
Vehicle OEMs
Recycling
Ni, Co Chemical and pCAM Nickel, Cobalt Mining Electrolyte & Separator
Anode Active Materials
Natural Graphite Mining
* estimated as of December 2024
Energy Storage
Graphite Synthesis & Processing
Extracted from the PDF; charts and images may read imperfectly.
More in Industry (21)
Overviewp.5Notable Eventsp.7Financep.40Costsp.57Cell & Pack Manufacturingp.69Applicationsp.104Applications: Electric Vehicles (EV)p.106Applications: Battery Energy Storage Systems (BESS)p.137Applications: Otherp.174Safetyp.187Legalp.195Chemistryp.198Chemistry: Cathodep.203Chemistry: Anodep.233Chemistry: Electrolyte & Separatorp.250Chemistry: Solid Statep.259Chemistry: Lithium-Sulphurp.269Chemistry: Non-Lithium Chemistriesp.277Supply Chain & Raw Materialsp.300Recycling & Reusep.317Softwarep.331
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