Thank you @Donald da for the introduction. The topic (and the pdf) is still a work in progress as the industry is transitioning and there are many moving elements here.
The focus of the presentation was
- Which components will not change much. ( e.g. shunts, capacitors)
- Where can the companies generate economies of scale. (battery components - electrolyte, anode, cathode)
- How are the supply chain dynamics changing across the Auto and EV domain. (OEM opening cost centers)
- Discovering some actionable ideas. ( Charging infrastructure , components for motors etc.)
What @nirvana_laha , @SushmitaPanigrahi and me would do next is to deep dive into each sub-segment and identify the major players / technologies.
There are also great threads across VP connecting the EV transition (like Shivalik Bimetal Controls Stock Story or Gujarat Fluorochemicals: A hidden fluorine story). We would like this thread to become a go to map for all the topic.