Governments worldwide are investing billions of dollars into green initiatives, especially in Europe and the US. One of the key beneficiaries of this drive toward environmentally friendly societies is the electric vehicle industry. We’ve already seen the rise and rise of Tesla, which has made fortunes for shareholders and disciples of founder and CEO Elon Musk. But as with any evolving industry, rival technologies emerge and render others obsolete.
We’re currently seeing such rapid development in both vehicle design, infrastructure and battery type, size and life, that it is very clear the marketplace for green transport will continue to change quickly. There will inevitably be winners and losers, and it is our job is to keep investors up to speed with events as the race to dominate, or at least grab a share of this massive market evolves.
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Electric vehicle manufacturers
Founded in 2003 and based in Palo Alto, California, Tesla is a vertically integrated sustainable energy company that also aims to transition the world to electric mobility by making electric vehicles. It sells solar panels and solar roofs for energy generation plus batteries for stationary storage for residential and commercial properties including utilities. It also makes solar roofs and plans to enter the HVAC market.
NIO Inc operates in China's premium electric vehicle market. The company designs and jointly manufactures, and sells smart and connected premium electric vehicles, driving innovations in next-generation technologies in connectivity, autonomous driving, and artificial intelligence. The company sells vehicles through its own sales network, including NIO Houses, NIO Spaces, and their mobile application. The majority of the revenue is earned from selling vehicles.
Nikola Corp is a designer and manufacturer of battery-electric and hydrogen-electric vehicles, electric vehicle drivetrains, vehicle components, energy storage systems, and hydrogen fueling station infrastructure.
Electrameccanica Vehicles Corp
Electrameccanica Vehicles Corp Ltd is a Canadian designer and manufacturer of environmentally efficient electric vehicles (EVs). The company's flagship vehicle is the purpose-built, single-seat EV called the SOLO. This three-wheeled vehicle will revolutionize the urban driving experience, including commuting, delivery and shared mobility. The SOLO provides a driving experience that is trendy, fun, affordable and environmentally friendly.
XPeng Inc is a Smart Electric Vehicle company designing, developing, manufacturing and marketing smart electric vehicles in China. The company manufactures environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It targets the mid- to high-end segment in China's passenger vehicle market.
Li Auto Inc
Li Auto Inc designs, develops, manufactures, and sells smart electric SUVs. The company's Li ONE, is a six-seat, large electric SUV equipped with a range extension system and cutting-edge smart vehicle solutions.
Fisker Inc is revolutionizing the automotive industry by developing the emotionally desirable and eco-friendly electric vehicles on Earth. The company is a e-mobility service provider with sustainable vehicles.
Workhorse Group Inc
Workhorse Group Inc is a technology company. It designs, develops, manufactures, and sells high-performance, medium-duty trucks with powertrain components under the Workhorse chassis brand.
GreenPower Motor Company Inc
GreenPower Motor Company Inc is the manufacturer and distributor of an all-electric charter, school and city buses. Its product line includes All-electric transit buses and All-electric school and shuttle buses.
Lordstown Motors Corp
Lordstown Motors Corp is an automotive company founded for the purpose of developing and manufacturing light duty electric trucks targeted for sale to fleet customers. The company has been developing its flagship vehicle, the Endurance, an electric full-size pickup truck.
Battery manufacturers / Lithium producers
Albemarle Corp is a developer, manufacturer and marketer of engineered specialty chemicals. It provides services to end markets including petroleum refining, consumer electronics, construction, automotive, lubricants and pharmaceuticals.
Sociedad Quimica Y Minera De Chile SA (SQM) is an integrated producer of potassium nitrate and iodine chemicals. It also produces plant nutrients, potassium chloride, potassium sulfate and certain industrial chemicals including industrial nitrates.
Enphase Energy Inc
Enphase Energy Inc delivers energy management technology for the solar industry. The company designs, develops, manufactures and sells home energy solutions that connect solar generation, energy storage, and management on one intelligent platform.
FMC is a pure-play crop chemical company. The company has diversified its sales to create a geographically balanced crop chemical portfolio. Through acquisitions, FMC is now one of the five largest patented crop chemical companies and will continue to develop new products through its research and development pipeline.
Lithium Americas Corp
Lithium Americas Corp is a Canadian resource company. It operates various projects namely Cauchari-Olaroz lithium brine project in Jujuy, Argentina and Thacker Pass lithium claystone project in Nevada.
Livent is a pure-play lithium producer formed when FMC spun off its lithium business in October 2018. The company's low-cost lithium carbonate production comes from brine resources in Argentina. Livent also operates downstream lithium hydroxide conversion plants in the United States and China and has a 25% stake in a fully integrated Canadian lithium project.
BorgWarner Inc is a supplier of auto parts. Its products comprise technologies for combustion, hybrid and electric vehicles. The company operates in two business segments that are Engine and Drivetrain. The Engine segment generates maximum revenue.
Aptiv PLC primarily supplies components and systems that are used to build a vehicle's electrical system. The company also provides body controls, infotainment and connectivity systems for the automobile industry.
Eaton Corp PLC is a power management company. It provides energy-efficient solutions that help its customers effectively manage electrical, hydraulic and mechanical power. Eaton’s products include UPS systems, cylinders, circuit breakers, among others.
TE Connectivity Ltd is an electronic component producer. The company manufactures and designs products such as antennas, cable assemblies, fiber optics, sensors, relays and switches that are used in various application.
NXP Semiconductors NV
NXP Semiconductors NV is a semiconductor company. It mainly provides high-performance mixed signal and standard product solutions for automotive, identification, wireless infrastructure, industrial, mobile, consumer and computing applications.
Microchip Technology Inc
Microchip Technology Inc develops, manufactures and sells semiconductor products used for a range of embedded control applications. It also provides license Flash-IP solutions.
Analog Devices Inc
Analog Devices Inc is engaged in the semiconductor industry. Its business involves designing, manufacturing and marketing of high-performance analog, mixed-signal and digital signal processing integrated circuits used in all types of electronic equipment.
Electric vehicle charging
Blink Charging Co
Blink Charging Co is an owner, operator, and provider of electric vehicle (EV) charging services. The company offers both residential and commercial EV charging equipment, enabling EV drivers to easily recharge at various location types.
Switchback Energy Acquisition Corp
Switchback Energy Acquisition Corp is a shell company. It was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business.
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