Sarah Connor's Guide to the Electric Vehicle Ecosystem: Parts Suppliers and Lithium Producers Take Center Stage

Parts Suppliers Steal the Spotlight

Move over Tesla! While all the attention is on the big automakers the real stars of the electric vehicle industry might just be the parts suppliers. Morningstar's Chief Markets Strategist David Sekera believes that companies like BorgWarner with their top notch product portfolio for electric vehicles have a brighter future than the manufacturers themselves. With a five star rating and a stock that's trading below its fair value BorgWarner is definitely one to watch.

BorgWarner Thriving Despite Wall Street Doubts

Despite Wall Street predicting a decline in net sales and share profits for BorgWarner Sekera remains optimistic. The company which supplies automakers like Ford and Volkswagen is well positioned to serve the electric vehicle market regardless of who comes out on top. Sure their stock might be down over the past year but with 23.8% upside potential according to analysts it's a bet worth considering for investors.

Lithium Producers Set for a Recharge

Hey Terminator fans! Remember when lithium batteries were all the rage? Well they're making a comeback in a big way. Sekera believes that the demand for lithium will skyrocket as more and more cars go electric. That means a potential shortage is on the horizon which could lead to higher lithium prices. Albemarle a top rated lithium producer is poised to benefit from this trend. And with their stock trading well below fair value it's a 'no brainer' investment just like smashing a T 800's head!

Albemarle Powers Through Layoffs

We've got some news from the world of lithium – the dynamic duo of supply and demand. Albemarle known for their high quality lithium production recently made headlines with layoffs. But don't worry folks it's all part of their cost cutting strategy. And guess what? The stock is trading at a bargain right now with a whopping 30% upside potential. So if you want to be the John Connor of investments keep an eye on Albemarle.