Fordon
Elbil
Batterikemi, sällsynta jordartsmagneter och materialgeopolitiken bakom elbilar.
Kuraterade sektorsrapporter
Elbil
Fordon·⚠ Nickelkatoder och neodymmagneter
Viktiga flaskhalsar (3)
Lithium-ion battery pack
⚠ aktiv flaskhals
Cell chemistry and cathode materials are geographically concentrated; IRA rules reshape sourcing.
Relaterade tickers: ALB, SQM
Nickel-rich cathode active material
⚠ aktiv flaskhals
Indonesia and China dominate nickel processing; cathode powder capacity is oligopolistic.
Neodymium permanent magnets
⚠ aktiv flaskhals
China controls ~60% of rare-earth mining and ~90% of magnet refining capacity.
Relaterade tickers: MP