http://seekingalpha.com/article/1072...
The battery manufacturers that stand to gain from increased car sales are A123 Systems, partly owned by General Electric (GE), LG Chem [051910: KOSCOM], Electrovaya [TSE: ELF.TO], and Altair Nanotechnologies (ALTI), and Continental AG (CTTAY.OB). Nissan and BYD are both auto and battery manufacturers and will sell batteries to other auto makers.