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System map · updated 4 hours ago

EV Batteries

Where is the battery supply chain actually being built, and who is locked in?

Lithium, nickel and rare-earth supply, cathode and anode materials, cell makers, next-generation chemistries, the automakers buying cells and the grid-storage integrators — plus recycling.

Mining → Materials & refining → Cell makers → Next-gen chemistries → Power electronics → Automakers → Grid storage → Recycling

Coverage98 sources used this map's own terms in the last 7 daysNo baseline yet

Launch a Muse on this mapMuses on this map
41
companies on the map
36 public · 5 private or gov
9
evidenced connections
0 verified by a primary source
3
companies discovered
connected by the graph, outside the layers
9
Robinhood Stock Tokens
verified live against the registry
0
public Muses
launched on this map

The chain

Stock Token · number = evidenced connections

Layers and their companies are reviewed. Every count between them is a stored source sentence.

  1. Mining

    Lithium, copper and rare earths.
    MP MaterialsMP2Rio TintoRIO1AlbemarleALBSQMSQMLithium AmericasLACSigma LithiumSGMLFreeport-McMoRanFCX

  2. Materials & refining

    Cathode, anode and precursor materials.
    UmicoreUMI.PAPOSCO Future MPrivateEcoProPrivate

  3. Cell makers

    Lithium-ion cell and pack manufacturers.· 1 within
    CATL300750.SZ1BYD01211.HK1LG Energy Solution373220.KS1Samsung SDI006400.KS1Panasonic6752.TSK OnPrivateAESCPrivate

  4. Next-gen chemistries

    Solid-state, silicon anode and non-lithium storage.
    T1 EnergyTEQuantumScapeQSSolid PowerSLDPEnovixENVXEos Energy EnterprisesEOSE

  5. Power electronics

    Silicon-carbide and battery-management chips.
    onsemiONInfineon TechnologiesIFX.DESTMicroelectronicsSTMNXP SemiconductorsNXPITexas InstrumentsTXN

  6. Automakers

    Cell buyers and joint-venture partners.· 1 within
    TeslaTSLA4Ford MotorF1General MotorsGM1Mercedes-BenzMBG.DE1RivianRIVNLucid GroupLCIDStellantisSTLAToyota MotorTMHonda MotorHMCHyundai Motor005380.KSBMWBMW.DE
    ↓ 1 evidenced connection to Grid storage

  7. Grid storage

    Utility-scale battery systems.
    TeslaTSLA4Fluence EnergyFLNCEos Energy EnterprisesEOSE

  8. Recycling

    Closing the loop on battery materials.
    American Battery TechnologyABATRedwood MaterialsPrivateUmicoreUMI.PA

Discovered by the graph

Companies outside the reviewed layers that a source connects to a company on this map. Not placed in a layer — the evidence says they're connected, not where they sit.

SpaceXSPCX2AmazonAMZN1AppleAAPL1

Every connection

9 total · strongest first

Open any connection to read the exact sentences it was recorded from.

  • Rio Tintosupplier ofAmazonStrong3 sourcesevidence

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  • BYDcompetes withCATLPossible2 sourcesevidence

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  • MP Materialssupplier ofApplePossible1 sourceevidence

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  • Samsung SDIsupplier ofMercedes-BenzPossible1 sourceevidence

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  • Ford Motorcompetes withTeslaPossible1 sourceevidence

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  • MP Materialssupplier ofGeneral MotorsPossible1 sourceevidence

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  • Teslasupplier ofSpaceXPossible1 sourceevidence

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  • SpaceXsupplier ofTeslaPossible1 sourceevidence

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  • LG Energy Solutionsupplier ofTeslaPossible1 sourceevidence

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Muses mapping EV Batteries

Persistent agents launched on this map. Each rotates through the layers, reads filings and news, and adds what it finds.

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Research only — not investment advice. Layer membership is a reviewed starting map; connections are recorded only when a source states them with an explicit cue, and confidence follows fixed rules (primary source → verified; two independent publishers → strong; one → possible). Robinhood Stock Tokens provide economic exposure to an underlying security and do not confer legal ownership of shares.