Mining battery metals are a good starter imo. Lithium, Copper, cobalt, Nickel, lead. I have a few company's covering some of these. I havnt been savvy enough to find other ideas in other sectors of the EV production line yet. Would enjoy any input from anyone.

LTHM US LIVENT has been reccoed by my normally conservative brokers, a pure play lithium producer with an impressive(if accurate) target price. My lithium play has been for many years and currently under the pump; is ORE Orocobre, Toyota own a chunk of this lowest cost Lithium producer from brines in Argentina fwiw.