Where the cash goes~$17B / yr · FY2025
Capex$8.5B
R&D$8B
Money flows left → right · hover a node · click to open the stock.ComponentsMaterials
Most exposed to F's spend
- SK OnprivateCurated
BlueOval SK battery-cell joint venture.
Components - CATLprivateCurated
LFP cells for standard-range EVs.
Components - AlbemarleALBCurated
Lithium supply.
Materials - QualcommQCOMCurated
In-vehicle compute.
Components
Relationships are hand-curated and sourced from filings, announcements, and public reporting — a map for generating ideas, not a complete supply chain, and not investment advice. Exposure weights are relative, for sizing only. Spot something missing? Contributions welcome on GitHub.