Latest ideas and analyses related to battery technology

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MP , LAC , PLL

+10 pts



On top of federal government support, the great Elon Musk is moving to secure Lithium supply for Tesla. I guess $LAC is good buy with...

By wallstreetfront on April 11, 2022, 11:09 a.m.
Tagged topics: battery technology

Views: 1, Votes: 1, Responses: 0, Attachments: 0
LAC , MP , PLL

+43 pts



$LAC $MP $PLL - Biden's push to enhance domestic production of batteries a positive, though scope still unclear

By cassie on April 4, 2022, 11:28 a.m.
Tagged topics: battery technology

Views: 134, Votes: 7, Responses: 1, Attachments: 1
TSLA , Autos

+52 pts



#Greenflation to drive slower decline of battery prices through 2025 (deep dive)

By ethonomics on March 9, 2022, 4:12 p.m.
Tagged topics: battery technology , greenflation

Views: 362, Votes: 15, Responses: 0, Attachments: 1
ENVX

+10 pts



FREMONT, Calif., Dec. 07, 2021 (GLOBE NEWSWIRE) -- Enovix Corporation (“Enovix”) (Nasdaq: ENVX, ENVXW), the leader in the design and manufacture of next-generation 3D Silicon™...

By kat on Dec. 23, 2021, 12:39 p.m.
Tagged topics: battery technology

Views: 4, Votes: 1, Responses: 0, Attachments: 0
NIO

+11 pts



Very interesting report, however, what are the shares here that are buyable if you can’t buy China listed shares? Not sure what’s really actionable here,...

By realmomobags on Dec. 16, 2021, 7:50 a.m.
Tagged topics: analyst checks , battery technology , battery suppliers

Views: 3, Votes: 2, Responses: 0, Attachments: 0
NIO

+47 pts



China xEV Battery Value Chain

By KHUN on Dec. 16, 2021, 5:28 a.m.
Tagged topics: analyst checks , battery technology , battery suppliers

Views: 78, Votes: 5, Responses: 1, Attachments: 1
ENVX

+36 pts



$ENVX - It's Not All About EVs: Enovix Highlights the Value of Battery Innovation in Consumer Electronics

By phenphen on Dec. 8, 2021, 6:45 p.m.
Tagged topics: battery technology

Views: 44, Votes: 3, Responses: 1, Attachments: 1
TSLA , ENPH , GNRC , SEDG , FLNC , NEE , STEM

+48 pts



Battery storage estimated to grow 20% CAGR to over $200bn TAM by 2030, US and China to represent the largest opportunities

By ethonomics on Nov. 30, 2021, 12:18 p.m.
Tagged topics: battery technology , deep dive

Views: 301, Votes: 9, Responses: 0, Attachments: 1
TSLA , NIO , XPEV , BLNK , CHPT , EVGO

+1 pts



thanks...

By i_sarut on Nov. 24, 2021, 2:44 a.m.
Tagged topics: China , battery technology , electric vehicles , deep dive , charging infrastructure , JP Morgan

Views: 1, Votes: 1, Responses: 0, Attachments: 0
Batteries , Clean Energy

+7 pts



Thank you for deep research about #battery technology* #clean energy* for #ESG investors* to find opportunities for the next 5 years...

By SnooAvocados9889 on Nov. 16, 2021, 9:20 p.m.
Tagged topics: battery technology , post-COVID , deep dive , clean energy , ESG investors

Views: 1, Votes: 4, Responses: 0, Attachments: 0
QS

+36 pts



$QS likely to face greater competing battery technology when it achieves commercial production scale in 2025

By underdog on Nov. 16, 2021, 3:35 p.m.
Tagged topics: battery technology , analyst downgrade , solid state battery

Views: 143, Votes: 6, Responses: 0, Attachments: 1
MP

+1 pts



should there be any attachments here? because I can't see any. :(...

By ovydyu10 on Oct. 28, 2021, 4:58 a.m.
Tagged topics: battery technology , strong balance sheet , electric vehicles , deep dive , Morgan Stanley , rare earth , green energy applications

Views: 3, Votes: 1, Responses: 0, Attachments: 0
TSLA , NIO , XPEV , BLNK , CHPT , EVGO

+10 pts



Very hard to say who the winners will be here, so probably makes sense to buy a portfolio, IF investing in China at all. Still...

By realmomobags on Oct. 11, 2021, 12:55 p.m.
Tagged topics: China , battery technology , electric vehicles , deep dive , charging infrastructure , JP Morgan

Views: 1, Votes: 1, Responses: 0, Attachments: 0
RIDE , LCID

+36 pts



Morgan Stanley selective to negative on De-SPACs $LCID $REE $LICY

By realmomobags on Oct. 11, 2021, 12:10 p.m.
Tagged topics: battery technology , EVs , De-SPACs

Views: 65, Votes: 2, Responses: 0, Attachments: 2
TSLA , NIO , XPEV , BLNK , CHPT , EVGO

+11 pts



Aulton New Energy is one of NIO Capital investments; the battery swap infrastructure buildout is currently dominated by these two companies. The national standard by...

By joshuawearne on Oct. 9, 2021, 10:48 a.m.
Tagged topics: China , battery technology , electric vehicles , deep dive , charging infrastructure , JP Morgan

Views: 4, Votes: 2, Responses: 0, Attachments: 0
NIO , TSLA , BLNK , EVGO , XPEV , CHPT

+52 pts



JP Morgan's #China EV charging primer

By cassie on Oct. 8, 2021, 11:20 a.m.
Tagged topics: China , battery technology , electric vehicles , deep dive , charging infrastructure , JP Morgan

Views: 99, Votes: 6, Responses: 3, Attachments: 2
F

+32 pts



$F - RBC says Ford's $7bn battery investment illustrates the trend of automakers' #verticalintegration for #electrification

By cassie on Sept. 29, 2021, 11:12 a.m.
Tagged topics: vertical integration , battery technology , electric vehicles , RBC , transition from ICE to BEV

Views: 1198, Votes: 1, Responses: 0, Attachments: 2
MP

+1 pts



Thanks for the great report...

By cessnasunday on Sept. 5, 2021, 9:13 a.m.
Tagged topics: battery technology , strong balance sheet , electric vehicles , deep dive , Morgan Stanley , rare earth , green energy applications

Views: 1, Votes: 1, Responses: 0, Attachments: 0
MP

+1 pts



thanks...

By i_sarut on Aug. 12, 2021, 6:44 a.m.
Tagged topics: battery technology , strong balance sheet , electric vehicles , deep dive , Morgan Stanley , rare earth , green energy applications

Views: 1, Votes: 1, Responses: 0, Attachments: 0
Clean Energy

+35 pts



Jefferies-hosted expert says hydrogen is not the solution to global decarbonization; solution lies in widely-connected grids, renewables, and battery tech

By cassie on July 12, 2021, 11:37 a.m.
Tagged topics: battery technology , expert analysis , Jefferies , decarbonization , renewables

Views: 234, Votes: 4, Responses: 0, Attachments: 22