The Sustainable Investor Power me up, Scotty! Alpha generation in the battery revolution

研报英文原文证据摘录

The Sustainable Investor Power me up, Scotty! Alpha generation in the battery revolution

J P M O R G A N Global Markets Strategy

28 May 2026

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The Sustainable Investor

Power me up, Scotty! Alpha generation in the battery

revolution

Three reasons to be excited about batteries: (1) Thanks to innovation, ESS is Sustainable Investing Research

ACturning intermittent renewables into baseload at increasingly competitive prices; Virginia Martin Heriz

(2) double-digit growth expectations in ESS additions driven by electrification, (44-20) 7134-5197

data centres and AI; and (3) batteries are an enabling technology for the three virginia.martinheriz@jpmorgan.com

single-largest decarbonization levers: solar, wind and EVs. J.P. Morgan Securities plc

Harrison P Jamin

Ideas galore in equities and credit: We have identified 46 stocks with material (1-212) 622 4957

harrison.jamin@jpmchase.com

exposure to the battery value chain, 19 are rated OW. Nearly half of the universe J.P. Morgan Securities LLC

is located in China or South Korea, with a further 10 in the Americas and 4 are

Kieran G Trevor

Australian stocks. We include deep dives on OW-rated Aneka Tambang, L&F, (44-20) 7134-4731

Sungrow, LGES, CATL and Samsung SDI. We have also identified 8 credit kieran.trevor@jpmorgan.com

issuers with material exposure, with LGES and Nickel Industries rated OW by our J.P. Morgan Securities plc

analysts.

We identified 60 battery funds, totalling US$15.2bn in AuM. China, South Korea