ev-battery

Best EV Battery Stocks to Invest in 2026

Top EV battery and energy storage stocks for 2026. From Korean battery giants to US energy companies.

🤖 AI Analyst6 stocks analyzed⏱ 11 min read📅 2026-02-04

The EV Battery Investment Landscape

Global EV battery demand is projected to reach 3 TWh by 2030, triple the current level. Energy storage systems (ESS) add another massive TAM.

1.LG Energy Solution (373220) — World's #2 EV battery maker, GM/Tesla supplier

2.Samsung SDI (006400) — Solid-state battery leader, BMW/Stellantis supplier

3.에코프로비엠 (247540) — Cathode material specialist, high-nickel technology leader

4.POSCO Holdings (005490) — Lithium/nickel refining, battery material vertical integration

5.Tesla (TSLA) — 4680 cells + Megapack energy storage

6.CATL (300750.SZ) — World's #1 battery maker (Chinese market access)

7.Albemarle (ALB) — Largest lithium producer globally

8.QuantumScape (QS) — Solid-state battery technology leader

9.두산에너빌리티 (034020) — Nuclear + renewable energy equipment

10.Panasonic (6752.T) — Tesla's original battery partner, 4680 production

Korea's battery trio (LG, Samsung SDI, SK On) controls 25%+ of the global EV battery market. They supply virtually every Western automaker.

Chinese competition (CATL, BYD) with 30-40% cost advantage

EV demand growth deceleration in some markets

Raw material price volatility (lithium, nickel, cobalt)

⚠️ This information does not constitute investment advice. Investment decisions should be made at your own judgment.