As the White House, EPA, NHTSA and automakers hash out new fuel efficiency standards scheduled to be finalized by September, investors would be wise to stop focusing on the automakers and dial in to the implications for parts suppliers.
This is where the new CAFE standards will have the greatest impact.
J.P. Morgan has put together a list of companies that should benefit from automakers pushing to increase the mileage cars, trucks and SUVs. And yes, the list goes well beyond , which makes turbochargers that dramatically improve the mileage we get.
According to J.P. Morgan, here are some other companies to watch and why their technology will be in demand.