Battery stocks are up ~90% since CATL’s Hong Kong IPO — outperforming NVDA, TSMC, and the broader AI-chip trade.
With U.S. storage demand up 126% and AI compute growing 4× per year, the real bottleneck isn’t silicon anymore — it’s electricity.
This report breaks down why batteries may be the next major AI trade.
Source: Rohan Paul
Key Report Insights:
Battery stocks have already outperformed AI by 30pts YTD
ESS demand up 126% — storage is now the fastest-scaling energy sector
AI compute outpaces efficiency 4× — electricity becomes the limit
China controls 67%+ of lithium refining — supply chain priced in
We just added a battery stock to our portfolio — the portfolio is currently +45% vs BTC
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