electric vehicles

Albemarle sells Ketjen refining business for $660M and idles Australian facility to boost 2026 margins amid strong lithium demand growth.

USA Rare Earth stock plunged 41% from October peak as production timelines extend, with magnet factory opening delayed to mid-2026 and mining production pushed to 2028.

Silicon carbide substrate market expected to surge from $82.55M in 2025 to $62.5B by 2035, driven by EV, renewable energy, and aerospace demand.

Lucid's software revenue strategy faces execution risks against well-funded competitors like Tesla and Rivian, hindered by limited capital and smaller real-world driving data.

Tesla's European sales fell 17% in January 2026, losing market share to Chinese competitors like BYD amid intensifying EV competition and pricing pressures.

Nio shares surge 4.63% after hitting 1 million battery swaps during Lunar New Year. Company expects first adjusted operational profit in Q4, signaling progress toward sustainability.

Stanley Druckenmiller bought a small stake in Wolfspeed, a chipmaker facing manufacturing challenges and negative margins. The investment reflects high-risk speculation on potential operational recovery.

QuantumScape hits solid-state battery milestones with 2029 production target, but faces years before revenue generation and substantial execution risks remain.

Tesla invests $20B in EV battery and lithium production while legacy automakers retreat from robotaxi development, highlighting divergent EV strategies.

Tech giants expand AI infrastructure in India while EV policy shifts. Tesla launches $30K Cybercab amid rescinded federal EV incentives and robotaxi restrictions.

ON Semiconductor gained 53% in 2026 with bullish outlook intact. Strong cash flow, diversified growth across automotive/AI, and attractive valuation support upside potential.

Copper producer Freeport-McMoRan and lithium producer Albemarle attract investors as commodity prices stabilize, positioning both for growth amid expanding production and rising EV demand.

Global industrial coatings market expected to grow from $117B in 2025 to $176B by 2035, driven by environmental regulations and demand for low-emission, high-performance coatings.

Battery Show Europe opens 2026 registration for June event in Stuttgart with three new attendee tiers and enhanced networking focus on battery, EV, and energy storage technologies.

Global cobalt demand expected to surge 54% by 2031, driven by EV battery manufacturing, aerospace, and 5G infrastructure growth.

Ford's stock surged 33% in 2025, but structural industry challenges and thin profit margins suggest limited long-term returns despite attractive dividend yields.

EVgo will report 2025 financial results March 3 amid network expansion efforts, including accelerated NACS connector deployment and a strategic partnership with Kroger for fast-charging infrastructure.

Mobilize Financial Services grew new financing 3.3% to €22.3B in 2025, posting €1.18B pre-tax profit while expanding into Poland despite declines in insurance services.

BYD's stock declined 19% but trades at attractive valuations with forward P/E of 17. International expansion plans targeting 1.3M vehicles by 2026 suggest underpriced growth potential.

Avis Budget reports $518M EV fleet write-down, posts $21.25 loss per share, far exceeding expectations. Stock drops 21% despite management's 2026 profitability forecast.