IEA月报：由于经济逆风和电动车销量上升，2025年剩余时间全球石油需求增长将降至65万桶/日，而第 一季度为每天99万桶。 ...

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Xos (XOS) Q1 2025 Earnings Call May 14, 2025 04:30 PM ET Company Participants David Zlotchew - General CounselDakota Semler - CEO & ChairmanGiordano Sordoni - Co-Founder, COO & DirectorLiana Pogosyan - Acting CFO & VP of Finance Conference Call Participants Craig Irwin - Managing Director, Senior Research Analyst Operator Good day and welcome to the Exos Inc. First Quarter of twenty twenty five Earnings Call. All participants will be in a listen only mode for the duration of the call. And should you need an ...

The price of electric vehicles rose in the month of April, the potential result of tariffs and less incentives. Tesla Inc TSLA led the way in the U.S. for the month, but its Cybertruck may be a disappointment.What Happened: Tesla was the leader for electric vehicle sales in the U.S. in 2024, but saw its market share continue to decline with more entrants in the sector.The company faces potential brand damage in 2025 thanks to CEO Elon Musk's political involvement.In April, Tesla led the way for electric veh ...

Core Viewpoint - Lucid reported a widening net loss of $731 million in Q1, despite achieving a 36% year-over-year revenue growth and delivering 3,109 vehicles, leading to a cautious outlook from several investment banks [1][2]. Financial Performance - In Q1, Lucid's net loss increased to $731 million from $685 million a year earlier [2]. - The company generated $235 million in revenue, reflecting a 36% year-over-year increase [2]. - Vehicle deliveries rose by 58% year-over-year, totaling 3,109 units [7]. Production Goals - Lucid aims to ramp up production to 20,000 vehicles by 2025, more than doubling the previous year's total of 9,000 [3]. Analyst Ratings - Stifel maintained a 'Hold' rating with a price target of $3, citing improved cost management and optimism around the Gravity SUV, but expressed caution due to ongoing cash burn and potential capital needs [5]. - Cantor Fitzgerald reaffirmed a 'Neutral' rating, highlighting the partnership with Saudi Arabia's Public Investment Fund and the Gravity SUV as growth catalysts, while noting financial struggles and macroeconomic risks [6]. - Needham upheld a 'Hold' rating, acknowledging early signs of growth from the Gravity SUV but flagging ongoing losses and high cash burn [7]. Market Reaction - Following the mixed Q1 results, LCID stock saw a modest increase of 1.7% to $2.66, although it remains down over 12% year-to-date [3].

Polestar (PSNY) Q1 2025 Earnings Call May 12, 2025 08:00 AM ET Company Participants Anna Gavrilova - Head of IRMichael Lohscheller - CEOJean-Francois Mady - CFO Conference Call Participants John Babcock - AnalystDaniel Röska - AnalystTobias Beith - Research AnalystAndres Sheppard - AnalystDan Levy - Senior Equity Research Analyst Operator Good day and thank you for standing by. Welcome to the Pulsar Q1 twenty twenty five Results Conference Call. At this time, all participants are in a listen only mode. Afte ...

Polestar (PSNY) Q1 2025 Earnings Call May 12, 2025 08:00 AM ET Speaker0 Good day and thank you for standing by. Welcome to the Pulsar Q1 twenty twenty five Results Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press 1 ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha BERNSTEIN FLASHMAIL 6 May 2025 Global Energy Storage Neil Beveridge, Ph.D. +852 2123 2648 neil.beveridge@bernsteinsg.com Brian Ho, CFA +852 2123 2615 brian.ho@bernsteinsg.com Hengliang Zhang +852 2123 2629 hengliang.zhang@bernsteinsg.com Battery Weekly 06 May • CATL looks to launch Hong Kong share sale in week of May 12. (Bloomberg). CATL is looking to launch its share sale in Hong Kong in the week of May 12, Reuters reported Wednesday, citing people with direct knowledge of ...

Few companies have survived the boom and bust of the electric vehicle sector in the last five years. Rivian Automotive (RIVN 4.31%) is one that is still kicking. Along with Tesla, it is one of the only pure-play electric vehicle (EV) companies left producing cars for customers as competition intensifies and industry growth subsides.The company is still in the very early stages, but has big plans for its product pipeline and investments in the coming years. As of this writing, the stock trades below $15, whi ...

Core Insights - Rivian Automotive achieved a significant milestone by reporting its second consecutive quarter of gross profit, unlocking an additional $1 billion in funding from Volkswagen as part of a potential $5.8 billion investment [1][2] Financial Performance - Rivian's gross margin for the first quarter was 16.6%, surpassing Tesla's 16.3%, marking a substantial improvement from a negative gross margin of 44% a year ago [3][4] - The company reported first-quarter revenue of $1.24 billion, a 3% increase, despite a decline in vehicle deliveries, with automobile revenue falling 17% to $922 million, while software revenue tripled from $88 million to $318 million [8] - Rivian reduced its net loss from $1.5 billion a year ago to $541 million and decreased free cash outflows to $526 million from $1.5 billion [9] Production and Future Plans - Rivian is preparing for the launch of its lower-priced R2 SUV, projected to be priced around $45,000, which is expected to have broader market appeal [6][7] - The company plans to shut down its factory for about a month to retool for the R2's launch in the first half of 2026, which could trigger Volkswagen's next $1 billion investment [7] - Rivian is increasing its production capacity with an expansion of its Illinois factory and plans to begin construction of a new factory in Georgia next year [13] Strategic Focus - The company is focusing on higher-margin software, recently launching a hands-free driving feature and aiming for more autonomous self-driving capabilities [5] - Rivian has adjusted its delivery forecast to between 40,000 and 46,000 units, down from a previous estimate of 46,000 to 51,000 units, while maintaining guidance for a modest gross profit and an adjusted loss of $1.7 billion to $1.9 billion [11][12]