Hey there,
That is a very speculative question. There are many early-stage battery manufacturers as well as lithium companies. Many have come and gone over the years which makes it very difficult area to invest. To be honest, it is near impossible to say what companies will make it over the long term.
The only one I'd personally be willing to look at today is LAC - lithium Americas - mainly because it is one of the few tsx-listed companies that has an actual mine producing with two more expected to come online in the next few years. Outside of that, lots of speculation, none I'd have a real comfortable time highlighting as we are getting into micro-cap territory.
If you come across one, I'd be happy to give my thoughts on the company itself, but there isn't anything I'd really highlight at this point. We've seen this lithium boom/bust cycle before - same with EV companies. I think the only EV company that i'd have any real interest in is Lion Electric (LEV.TO) but even that one is highly speculative.
Mat