Which companies discussed Electric Vehicles in Materials in earnings calls?

188 companies mentioned electric vehicles across 265 earnings calls in Materials over the past year, spanning 1 sectors. The most active were Worthington Steel, Inc. (5 calls), Element Solutions Inc (5 calls), Aspen Aerogels, Inc. (5 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.

Mentions over time

Data table
QuarterCalls mentioning Electric Vehicles
2024Q385
2024Q491
2025Q192
2025Q271
2025Q352
2025Q474
2026Q158
2026Q280
2026Q32

Companies ranked by mentions

Company Ticker Sector Calls Last mention
Worthington Steel, Inc. WS Materials 5 Jun 25, 2026
Element Solutions Inc ESI Materials 5 May 18, 2026
Aspen Aerogels, Inc. ASPN Materials 5 May 7, 2026
Albemarle Corporation ALB Materials 4 May 7, 2026
Constellium SE CSTM Materials 4 Apr 29, 2026
PLS Group Limited PLS Materials 4 Apr 23, 2026
Cleveland-Cliffs Inc. CLF Materials 4 Apr 20, 2026
Elkem ASA ELK Materials 3 Jul 10, 2026
MP Materials Corp. MP Materials 3 Jun 23, 2026
McEwen Inc. MUX Materials 3 Jun 4, 2026
Gränges AB (publ) GRNG Materials 3 Jun 2, 2026
Central Asia Metals plc CAML Materials 3 May 18, 2026
Rio Tinto Group RIO Materials 3 May 6, 2026
Norsk Hydro ASA NHY Materials 3 Apr 29, 2026
SSAB AB (publ) SSABA Materials 3 Apr 28, 2026
Himadri Speciality Chemical Limited 500184 Materials 3 Apr 27, 2026
Impala Platinum Holdings Limited IMP Materials 3 Mar 5, 2026
Companhia Brasileira de Alumínio CBAV3 Materials 3 Mar 5, 2026
Cabot Corporation CBT Materials 3 Feb 4, 2026
NioCorp Developments Ltd. NB Materials 3 Dec 5, 2025
Alcoa Corporation AA Materials 3 Dec 3, 2025
Dow Inc. DOW Materials 2 Jun 9, 2026
Hindalco Industries Limited 500440 Materials 2 May 22, 2026
Lucky Cement Limited LUCK Materials 2 May 22, 2026
Nelcast Limited NELCAST Materials 2 May 19, 2026
Altius Minerals Corporation ALS Materials 2 May 13, 2026
Core Molding Technologies, Inc. CMT Materials 2 May 7, 2026
Ingevity Corporation NGVT Materials 2 May 7, 2026
Nexa Resources S.A. NEXA Materials 2 May 7, 2026
Metallus Inc. MTUS Materials 2 May 5, 2026
Westlake Corporation WLK Materials 2 May 5, 2026
HEXPOL AB (publ) HPOLB Materials 2 May 4, 2026
Aperam S.A. APAM Materials 2 Apr 30, 2026
Imerys S.A. NK Materials 2 Apr 29, 2026
Akzo Nobel N.V. AKZA Materials 2 Apr 23, 2026
Savannah Resources Plc SAV Materials 2 Apr 21, 2026
Rainbow Rare Earths Limited RBW Materials 2 Apr 8, 2026
Sociedad Química y Minera de Chile S.A. SQM Materials 2 Mar 2, 2026
ArcelorMittal S.A. MT Materials 2 Feb 5, 2026
Castrol India Limited CASTROLIND.NS Materials 2 Feb 4, 2026
Orica Limited ORI.AX Materials 2 Dec 16, 2025
Hindalco Industries Limited HINDALCO.BO Materials 2 Nov 7, 2025
Lithium Royalty Corp. X1Q.F Materials 2 Nov 4, 2025
Nelcast Limited NELCAST.BO Materials 2 Oct 31, 2025
Imerys S.A. IY4.SG Materials 2 Oct 30, 2025
Covestro AG 1COV.HM Materials 2 Oct 30, 2025
TMC the metals company Inc. TMC Materials 1 Jul 15, 2026
Lundin Mining Corporation LUN Materials 1 Jun 17, 2026
Nio Strategic Metals Inc. NIO Materials 1 Jun 11, 2026
Evonik Industries AG EVK Materials 1 Jun 10, 2026

Representative quotes

…appreciate some of the scale we put together a slide here just so you can get a sense of how large this electric arc furnace building might be, how large the ship unloading facility might be in the context of a space the stature of Liberty…
TMC the metals company Inc. (TMC), July 15, 2026. Read the full transcript →
…period from 2031 to 2037 with a total contract volume of slightly above 1.5 terawatt hours. This will secure competitive and predictable electricity supply for Elkem's plant in Bjølvefossen, covering more than 60% of the plant's annual consumption. And as illustrated on this chart here…
Elkem ASA (ELK), July 10, 2026. Read the full transcript →
…financial priorities are clear. Support the integration of Klockner. Execute on our synergy plans. Complete strategic growth projects already underway. Improve performance in electrical steel and maintain disciplined capital allocation. I want to thank our Worthington Steel teams for their continued focus on safety, customer service and execution…
Worthington Steel, Inc. (WS), June 25, 2026. Read the full transcript →
…complex multistep process to go from something in the ground to a magnet of the quality that's required for an electric vehicle that meets the quality and repeatability standards that are required for that industry, same with aerospace, et cetera. And so certainly, the demand growth…
MP Materials Corp. (MP), June 23, 2026. Read the full transcript →

Frequently asked questions

What is Electric Vehicles and why are companies discussing it?

EV demand, pricing and the legacy-auto transition — from battery costs to charging infrastructure.

Which company mentioned electric vehicles most in Materials in the past year?

Worthington Steel, Inc. (WS) led with 5 calls referencing electric vehicles, most recently on June 25, 2026.

How can I track electric vehicles mentions across earnings calls via API?

The EarningsCalls.dev REST API exposes the same data behind this page. Use the search_transcripts and count_mentions_by_ticker endpoints to query our archive of 33,000+ earnings call transcripts — keyword search, sector / date filters, per-company mention counts, and the underlying full transcripts. See the API docs →

Related technology themes

Last updated: July 16, 2026. Methodology: full-text search across all earnings call transcripts in our corpus over the past 12 months, matching the canonical term and its aliases (electric vehicle, electric vehicle, electric vehicles). Mentions are per call, not per occurrence within a call; the company-rank table is built by counting distinct calls mentioning the theme. Page refreshes every hour at the edge as new calls land in our archive.