Flash | 15 Dec 2025 09:07:05 ET │ 11 pages China Battery Materials. China Battery Supply Chain on Ground: Weaker EV Demand Gradually Affecting Battery Production Pipeline CITI'S TAKE ZE Consulting revised down its production pipeline forecast in Dec-25 due to the EV seasonality downtrend, and estimates the Top-5 battery makers' production pipeline could be down by 1% MoM (vs previously est. at flattish MoM). Our near-term view is relatively cautious, as we think the market may have underestimated the slowdo ...

“There is a slowdown, there’s no question about it,” Lucid’s interim CEO said of EV demand in the US and Europe https://t.co/NiLYooAhjv ...

Core Insights - General Motors (GM) stock reached a three-year high following strong earnings and an increase in full-year guidance [1][3] - The company is reassessing its electric vehicle (EV) manufacturing capacity due to lower demand and anticipates reduced losses in the EV division by 2026 [2][9] - GM has lowered its expectations for tariff impacts for the fiscal year by $500 million [2] Financial Performance - GM reported earnings per share (EPS) of $2.80, exceeding the expected $2.31 [5] - Revenue was $48.59 billion, surpassing the anticipated $45 billion and showing a decline of less than 1% year-over-year, which was better than expected [5][6] - Adjusted EBIT was $3.38 billion, significantly above the forecast of $2.72 billion [6] - Updated guidance for adjusted earnings before interest and taxes (EBIT) is now between $12 billion and $13 billion, up from the previous range of $10 billion to $12.5 billion [7] - Adjusted automotive free cash flow guidance increased to $10 billion to $11 billion from $7.5 billion to $10 billion [7] Tariff Impact - GM reduced the expected impact of tariffs to between $3.5 billion and $4.5 billion, down from $4 billion to $5 billion [7][8] - The company expects to offset approximately 35% of the tariff impact, which was a positive aspect of the earnings report [8] Electric Vehicle (EV) Challenges - GM disclosed a $1.6 billion special charge related to the pullback in electric vehicles, indicating ongoing challenges in this segment [9] - Only about 40% of GM's EVs were profitable on a production basis, and profitability is expected to take longer than previously anticipated due to the end of EV tax credits and a slowdown in adoption [9][10]

Rivian Automotive RIVN analysts break down first-quarter financial results and examine how the company’s revised vehicle delivery guidance could impact the stock.The Rivian Analysts: Bank of America analyst John Murphy reiterated an Underperform rating on Rivian with a $10 price target.Wedbush analyst Dan Ives maintained an Outperform rating and lowered the price target from $20 to $18.Needham analyst Chris Pierce reiterated a Buy rating and lowered the price target from $17 to $16.Read Also: Rivian CEO RJ ...