Join Vivek Bajaj, as he explains the EV battery ecosystem, from raw material extraction to recycling, and discover investment opportunities in India's growing battery market, driven by EV adoption, government incentives, and renewable energy storage.

What Will You Learn?

In this video, Vivek Bajaj shares details the burgeoning electric vehicle (EV) ecosystem, underscoring its critical role in India's ambitious target to electrify a substantial portion of its transportation by 2030. It outlines the three stages of the EV battery production process—upstream, midstream, and downstream—and emphasizes the importance of materials like lithium and nickel, where India currently faces bottlenecks and a reliance on imports.

Highlighting the vast market potential beyond just passenger EVs, the speaker notes the impressive projected growth of the battery market, driven by government initiatives and a focus on components like lithium iron phosphate (LFP) cathodes. Bajaj reviews key companies engaged in the battery sector and advises investors to hone in on a select group of stocks demonstrating momentum, while encouraging viewers to deepen their understanding of this rapidly evolving market.