Automotive
Electric Vehicle
Battery chemistry, rare-earth magnets, and the materials geopolitics of EVs.
Curated sector reports
Electric Vehicle
Automotive·⚠ Nickel cathodes & neodymium magnets
Key chokepoints (3)
Lithium-ion battery pack
⚠ active chokepoint
Cell chemistry and cathode materials are geographically concentrated; IRA rules reshape sourcing.
Related tickers: ALB, SQM
Nickel-rich cathode active material
⚠ active chokepoint
Indonesia and China dominate nickel processing; cathode powder capacity is oligopolistic.
Neodymium permanent magnets
⚠ active chokepoint
China controls ~60% of rare-earth mining and ~90% of magnet refining capacity.
Related tickers: MP