Reasons for investing in Tesla span multiple themes, from vehicle electrification to vehicle autonomy, the latter being the foundation of the biggest bull thesis for Tesla. It just can’t happen without mentioning you know who. The same is true for any discussion of vehicle electrification. Godwin’s law says that when people debate in Internet forums, the probability that someone starts using Nazi analogies approaches one as time goes on. Let’s take a look to see if any make for compelling investments. CompanyĮight of the ten are publicly traded companies. Here’s a look at some key metrics for the ten companies with the most expected lithium battery production capacity by 2028. The top three names on the list – CATL, LG Chem, and Tesla – will have more production capacity than the next seven companies combined.

The MBAs over at Statista put together this nifty chart which shows the capacity expected from the top ten lithium battery producers in 2028: Credit: StatistaĪside from the typo ( Parasis = Farasis), it’s an interesting look at who plans to have the most capacity in seven years based on investments being made today. Or even better, we can take planned capacity into account and skate to where the puck will be. The simplest approach to take here would be to find out which company manufactures the most lithium batteries and invest in it. Perhaps we can figure out which publicly-traded companies are the biggest manufacturers of lithium batteries and sort Jack out with some suitable stocks for his battery thesis. Investing in raw materials such as lithium hydroxide isn’t the way forward either, something we covered in our recent piece on how Investing in Lithium Hasn’t Panned Out. As we saw in the solar industry, the plummeting cost of solar panels pushed a lot of manufacturers out of business. Just because you own a company that manufactures lithium batteries doesn’t mean you have a Sanlorenzo sitting in the harbor. The type of battery that’s being adopted in today’s electric vehicles and fancy consumer gadgetry is the lithium-ion battery, and the cost to produce such batteries is plummeting. Firstly, not all batteries are created equal.

There are a few problems Jack will encounter in his quest for wealth. Jack logs into his brokerage account, plugs in the bog-standard Google search “biggest battery stocks to invest in,” and he’s cooking with gas. Jack watching Saturday morning cartoons in his underwear sees a Tesla commercial, followed by an iRobot commercial, and tells Jill they ought to invest some of their self-directed 401K into battery stocks. We’ve talked before about how the Jack and Jill retail investor types gravitate towards easy-to-understand stories.

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