The abrupt fall in Chinese electric vehicle (EV) sales in Q3 has disrupted the lithium-ion battery supply chain and reset valuations. This gives investors the opportunity to reassess the long-term buy case. We believe batteries will play a critical role in the future of the transport and power industries. Investors have numerous options to play this growth in the automotive, chemical/industrial, transport and electricity sectors.
How to play the battery theme
Through their impact on the transport sector in particular, lithium-ion batteries will be central to one of the most significant industrial transitions in the next 30 years. Investors can gain direct exposure via different parts of the supply chain:
◼ Material developers/suppliers: Versarien, Nabaltec, IBU-tec and Ohara are developing better materials which could drive improvements in battery performance. Ilika offers a way to play the transition to solid state.
Ilika plc (LON:IKA) is a pioneer in materials innovation and has been inventing new materials for energy and electronics applications for over a decade. Global brands such as Rolls Royce and Toyota have long term collaborations with Ilika’s development teams.
