Industry Value Chain
Pages 21–49 (29 pages)
Companies on this page · in the Battery Business Directory
- AESC
- Albemarle
- Amprius
- ATL
- BASF
- BMW
- BYD
- Capchem
- CATL
- CBAK Energy
- Celgard
- CNGR
- COSMX
- Dongwha
- Enchem
- Eramet
- EVE Energy
- Farasis Energy
- Fluence
- Ford
- Ganfeng Lithium
- Geely
- General Motors
- Glencore
- Gotion
- Hithium
- Imerys
- Kunlun Chem
- LG Chem
- LG Energy Solution
- Mercedes-Benz
- Mitsubishi Chemical
- Narada
- Panasonic
- POSCO Future M
- Resonac
- Rio Tinto
- Samsung SDI
- Senior Technology Material
- SK On
- Soulbrain
- SQM
- Stellantis
- SungEel HiTech
- Sunwoda
- SVOLT
- Syrah Resources
- Tesla
- Tinci
- Toray
- Toyota
- Umicore
- Vale
- Volkswagen
- Wärtsilä
- Yahua
Text on page 22
Incumbents and/or Public Companies $1B Market Cap/Valuation)* Raw Materials
Materials Processing
Lithium Mining
Lithium Chemical
Cell Component Cathode Active Materials
Electrolyte
Cell Mfg.
System Assembly
Recycling
Cell
Vehicle OEMs
Recycling
Yuneng
Ni, Co Chemical and pCAM Nickel, Cobalt Mining Energy Storage
Anode Active Materials
Natural Graphite Mining
Estimated as of December 2025
Separator
Graphite Synthesis & Processing
Extracted from the PDF; charts and images may read imperfectly.
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More in Industry
Overviewp.5Notable Eventsp.7Financep.50Costsp.68Cell & Pack Manufacturingp.83Applicationsp.127Applications: EVp.130Applications: Stationary Energy Storagep.182Applications: Data Centersp.233Applications: Aviation, Drones, Spacep.243Applications: Roboticsp.256Applications: Otherp.264Safetyp.266Cell Design and Materialsp.282Cell Design and Materials: Li-Ionp.297Cell Design and Materials: Lithium Sulfurp.360Cell Design and Materials: Solid-Statep.367Cell Design and Materials: Sodium-Ionp.387Cell Design and Materials: Alternative Chemistriesp.397Supply Chain: Upstream and Midstreamp.419Supply Chain: Recycling & Secondary Marketsp.439Software / AIp.455