Menu

Market Cap Distribution

Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (53)

%
Company Market Cap Price
XOM Exxon Mobil Corporation 65%
Battery materials development (anode materials) under Carbon Materials umbrella.
$491.08B
$115.58
+1.43%
RTNTF Rio Tinto Group 82%
Battery materials theme captures Rio Tinto's push into lithium and related materials used in batteries and energy storage.
$133.45B
$79.23
PKX POSCO Holdings Inc. 85%
POSCO is expanding into battery materials (cathode/anode materials, lithium processing) via POSCO Future M.
$13.70B
$45.13
-3.38%
SQM Sociedad Química y Minera de Chile S.A. 85%
SQM sells lithium battery materials (lithium and derivatives) used in battery manufacturing.
$11.65B
$40.77
-6.10%
ALB Albemarle Corporation 90%
The company produces battery-grade materials used in Li-ion batteries (e.g., for conversion, anode materials), a direct product line.
$10.57B
$89.86
-5.81%
ICL ICL Group Ltd 85%
Phosphate Solutions’ battery-material activities (e.g., battery-grade phosphate) align with Battery Materials.
$8.36B
$6.48
-2.99%
QS QuantumScape Corporation 60%
Ceramic separator/related materials work (Cobra process) ties to battery materials, a potential extended category.
$8.22B
$14.70
-2.65%
SBYSF Sibanye Stillwater Limited 80%
Battery materials focus from battery-related initiatives (pCAM) and broader battery materials exposure.
$8.21B
$2.90
-1.02%
BVN Compañía de Minas Buenaventura S.A.A. 75%
Operates a monohydrate manganese sulfate crystallization plant, placing BVN in the battery materials supply chain.
$6.25B
$24.59
-2.03%
CBT Cabot Corporation 92%
CBT sells battery materials, including conductive carbons and carbon nanotubes for Li-ion batteries.
$3.72B
$69.18
-3.64%
TMC TMC the metals company Inc. 75%
Battery materials potential: nodules contain metals (Ni, Cu, Co, Mn) targeted for battery applications.
$2.68B
$7.41
+2.21%
CSTM Constellium SE 70%
Battery foil initiatives imply involvement in Battery Materials for lithium-ion technology.
$2.10B
$14.41
-3.74%
NGVT Ingevity Corporation 85%
Battery Materials are a strategic growth platform through carbon-based materials for advanced batteries, including EV-related applications.
$1.93B
$52.85
-1.84%
LAC Lithium Americas Corp. 90%
The company's product is battery-grade lithium carbonate, a key battery material used in energy storage and EV batteries.
$1.64B
$7.49
-7.53%
CRML Critical Metals Corp. 65%
Planned lithium hydroxide plant venture indicates production of battery materials/feedstock for energy storage.
$1.34B
$14.98
-10.06%
SES SES AI Corporation 86%
Battery Materials – electrolytes and other advanced materials discovered and developed for battery chemistries.
$1.11B
$3.02
-0.98%
SLDP Solid Power, Inc. 95%
Directly produces battery materials (sulfide solid electrolyte) used for lithium-ion solid-state battery manufacturing.
$1.05B
$5.86
-2.66%
TMQ Trilogy Metals Inc. 60%
Cobalt is a key battery material and Bornite’s copper-cobalt mineralization could position Trilogy as a source of battery materials in the future.
$973.95M
$5.93
-12.73%
GSM Ferroglobe PLC 82%
Coreshell silicon-rich anodes for EV batteries indicate a focus on battery materials.
$934.09M
$4.96
-6.59%
SLI Standard Lithium Ltd. 88%
SLI targets producing battery-quality lithium carbonate at scale, directly aligning with the Battery Materials category.
$821.60M
$4.51
-3.01%
TTI TETRA Technologies, Inc. 80%
Battery Materials captures the zinc bromide electrolyte component and related materials used in energy storage solutions.
$743.88M
$5.59
-1.24%
SGML Sigma Lithium Corporation 75%
Plans downstream lithium chemical production (lithium sulfate) and tailings recycling, aligning with battery materials supply.
$714.91M
$6.45
ASPN Aspen Aerogels, Inc. 65%
DOE-backed carbon aerogels for fast-charging, high-power LFP cathode materials indicate a focus on battery materials.
$654.93M
$7.97
-0.99%
NVNXF Novonix Limited 92%
NOVONIX's core direct product is synthetic graphite anode material, i.e., Battery Materials.
$528.47M
$0.73
+31.22%
KODK Eastman Kodak Company 80%
Kodak is developing coated electrode materials for EV batteries, indicating a battery materials business line.
$508.00M
$6.35
-4.08%
EAF GrafTech International Ltd. 85%
Needle coke and related anode-material carbon inputs are battery materials used in Li-ion battery production.
$470.80M
$18.24
-2.25%
LZM Lifezone Metals Limited 85%
Lifezone aims to supply battery-grade metals (nickel and cobalt) through its low-carbon hydrometallurgical processing, aligning with the battery materials value chain.
$447.03M
$5.65
-0.35%
NMG Nouveau Monde Graphite Inc. 92%
NMG's core products are graphite concentrate and finished active anode material for lithium-ion batteries, i.e., battery materials.
$376.01M
$3.34
-13.02%
OEC Orion Engineered Carbons S.A. 85%
Conductive carbon black grades are targeted for battery materials in Li-ion battery applications.
$370.82M
$6.59
-3.94%
NVX Novonix Limited 92%
NOVONIX directly manufactures battery materials, including synthetic graphite anode materials and nickel-rich cathode materials, positioning it in the Battery Materials category.
$359.42M
$2.94
+17.13%
AREC American Resources Corporation 85%
AREC targets battery materials quality (e.g., battery-grade lithium products and refined oxides) from its ReElements and Kentucky Lithium initiatives, aligning with the battery materials supply chain.
$335.68M
$4.08
-1.45%
IONR ioneer Ltd 85%
Lithium is a core battery-material feedstock, positioning Ioneer in the battery materials supply chain.
$325.69M
$6.17
-12.48%
PLG Platinum Group Metals Ltd. 85%
Lion Battery Technologies focuses on palladium-platinum alloy materials for batteries, i.e., Battery Materials.
$271.57M
$2.65
-12.54%
PLL Piedmont Lithium Inc. 85%
The company produces battery-grade lithium materials (e.g., lithium hydroxide via integrated plant), placing it in Battery Materials as a major product category.
$159.11M
$7.25
-8.92%
WWR Westwater Resources, Inc. 92%
Westwater Resources directly produces CSPG, a battery-material used for Li-ion anodes, aligning with the Battery Materials investable theme.
$151.29M
$1.98
-8.76%
LGO Largo Inc. 92%
Largo produces high-purity vanadium products (battery materials), aligning with the Battery Materials category.
$128.22M
$2.00
+7.53%
FEAM 5E Advanced Materials Inc. 80%
Lithium carbonate is a planned product from the Fort Cady resource, aligning with the battery materials theme.
$113.30M
$5.66
+13.43%
ATLX Atlas Lithium Corporation 85%
As a producer of lithium concentrate intended for battery supply chains, Atlas Lithium participates in the battery materials category (lithium as a key battery raw material).
$112.37M
$6.30
+5.53%
TSE Trinseo PLC 75%
Battery binder materials used in lithium-ion batteries are a direct product line (latex binder technology).
$88.41M
$2.48
-4.25%
ZTEK Zentek Ltd. 70%
Albany Graphite's purification and anode development relate to battery materials.
$81.22M
$0.78
-0.42%
CBAT CBAK Energy Technology, Inc. 65%
CBAT operates a materials segment (Hitrans) tied to battery materials, indicating involvement in the battery materials supply chain.
$80.30M
$0.89
-4.03%
SCGY Scientific Energy, Inc. 70%
Global graphite trading business supplies graphite materials used in batteries, aligning with Battery Materials.
$67.41M
$0.26
GWH ESS Tech, Inc. 75%
In-house electrode materials and electrolyte development; battery materials manufacturing.
$50.35M
$4.16
+14.60%
NAMM Namib Minerals Ordinary Shares 65%
Copper and cobalt are key battery materials; NAMM's green metals focus aligns with battery materials demand.
$46.26M
$3.16
-2.47%
GRFXY Graphex Group Limited 95%
Graphex's core products are graphite and graphene-based materials used as battery anode materials.
$41.12M
N/A
EPOW Sunrise New Energy Co., Ltd. 92%
Directly manufactures graphite-based anode materials (including sodium-ion hard carbon anodes) used in lithium-ion batteries for EVs and energy storage.
$32.68M
$1.25
-10.71%
ELBM Electra Battery Materials Corporation 92%
Electra's flagship output is battery-grade cobalt sulfate refined at North America's only cobalt sulfate refinery, a core battery-material product.
$23.66M
$1.65
-19.51%
JUPGF Atlas Critical Minerals Corporation 85%
Graphite concentrate reported at Malacacheta is a battery-grade material, aligning with Battery Materials.
$19.37M
$2.33
-6.80%
ELPW Elong Power Holding Limited 65%
ELPW is exploring battery materials (sodium-ion, LiFeMnPO4, silicon carbon anodes) as part of its R&D roadmap.
$17.88M
$0.36
-8.44%
STI Solidion Technology Inc. 90%
Portfolio includes silicon-rich and silicon-based anode materials (SiOx, biochar-derived anodes) used in rechargeable batteries.
$14.92M
$5.49
DFLI Dragonfly Energy Holdings Corp. 65%
Offtake of lithium from Ioneer's Rhyolite Ridge indicates exposure to battery materials and raw material supply.
$10.21M
$1.09
-15.18%
GTI Graphjet Technology 92%
GTI's Graphjet produces battery-grade graphite materials from biomass (battery materials).
$9.46M
N/A
AQMS Aqua Metals, Inc. 92%
Direct outputs include battery materials such as lithium carbonate and nickel carbonate, plus mixed hydroxide precipitate (MHP) from recycling processes.
$6.49M
$7.79
+6.78%

Loading industry metrics...

Loading comparison data...

The most compelling investment themes are the ones nobody is talking about yet.

Every Monday, get three under-the-radar themes with catalysts, data, and stocks poised to benefit.

Sign up now to receive them!

Also explore our analysis on 5,000+ stocks