Legacy OEM Sales & Margins

$F$GM$STLA$TM$HMC$RACE$NSANY$VWAGY$BMWYY$DDAIF

EV Pure-Play Deliveries & Margins

$TSLA$RIVN$LCID$NIO$LI$XPEV$FSR$GOEV$NKLA$SOLO

EV Batteries & Critical Materials

$ALB$SQM$LTHM$LAC$PLL$ALTM$MP$NOVS$LITP$ATER

Auto Parts & Tier-1 Suppliers

$BWA$LEA$MGA$DAN$APTV$VC$ADNT$GT$SUP$MODV

EV Charging & Grid Infrastructure

$CHPT$EVGO$BLNK$TSLA$VNET$WATT$AMRC$FCEL$BE$PLUG