Core Insights - Blink Charging Co. has announced a strategic collaboration with BetterFleet to provide a comprehensive solution for organizations managing electric vehicle (EV) fleets across the nation [1][5] Company Overview - Blink Charging is a leading global provider of EV charging equipment and services, facilitating the transition to electric transportation through innovative solutions [7] - BetterFleet is a SaaS company that specializes in EV fleet charging management solutions, utilizing AI-driven optimization technology to support sustainable fleet planning and operational management [2][6] Collaboration Details - The partnership aims to combine Blink's EV charging solutions with BetterFleet's digital twin technology and AI-enabled charge management platform, enhancing the ability of fleet operators to scale electrification without disruption [5] - BetterFleet's platform creates a digital twin of fleet operators' vehicles and energy infrastructure, optimizing asset selection and reducing grid interconnection requirements [3][4] Market Impact - The collaboration is expected to help public and private fleets reduce risks, improve operational readiness, and deploy EVs at a larger scale, addressing the growing demand for electrification in various sectors [5] - BetterFleet is trusted by over 200 fleets worldwide, indicating a strong market presence and reliability in supporting mission-critical organizations [6]

Core Insights - VinFast is leveraging its industry-leading 10-year warranty to attract cautious electric vehicle (EV) buyers as the market normalizes and incentives fade [1] - The Canadian EV market is shifting towards a focus on cost, reliability, and long-term support, with buyers evaluating EVs similarly to traditional gasoline vehicles [1] - VinFast's strategy emphasizes education on total cost of ownership and warranty coverage, addressing common concerns of potential EV buyers [1] Group 1: Warranty and Support - VinFast offers a 10-year or 200,000-kilometre warranty, along with a 10-year unlimited-mileage battery warranty under normal use, which is a significant differentiator in the market [1] - The company aims to make car ownership more affordable, with the VinFast VF 8 starting at approximately CAD 47,206, making it accessible to budget-conscious buyers [1] Group 2: Market Positioning - As the market transitions past early adopters, VinFast is focusing on aftersales policies and warranty length to build consumer trust and encourage EV adoption [1] - The integration of the VinFast mobile app with about 95% of public charging stations in North America enhances convenience for EV owners, providing access to over 100,000 Level 2 and DC fast chargers [1]

Summary of EVgo Conference Call Company Overview - **Company**: EVgo - **Industry**: Electric Vehicle (EV) Charging Infrastructure Key Points Company Growth and Financial Performance - EVgo has experienced a **17-18 fold increase in revenues** over the past three and a half years, significantly outpacing its peers in the fast charging sector [6][11] - The company ended 2024 with a **$1.25 billion loan** from the Department of Energy, which has been drawn upon multiple times, indicating strong confidence in its financial position [8][9] - EVgo aims to be **EBITDA positive by Q4 2025**, a significant turnaround from a negative EBITDA of **$80 million in 2022** [11] Charging Infrastructure and Usage Metrics - The number of charging stalls has grown to approximately **5,000**, with nearly half deployed in the last two years [7] - **Usage per stall** has increased **sixfold** in the last three and a half years, indicating higher energy dispensation and efficiency [7][34] - EVgo's **One and Done metric**, which measures successful charging attempts on the first try, has improved from **80% to 96%** [18] Market Position and Competitive Landscape - EVgo operates in a unique niche as a **fast charging infrastructure operator**, distinguishing itself from competitors who primarily sell equipment or operate in the slow charging space [7] - The company has a competitive edge due to its **location strategy**, focusing on high-traffic areas like grocery stores and retail locations rather than highways [25] - There are approximately **50-60 fast charging operators** in the U.S., with EVgo being one of the largest with **5,000 stalls** [24] EV Market Dynamics - EVgo's business model is driven by the **total number of EVs on the road**, which continues to grow, rather than annual sales figures [12][16] - The company anticipates that the **total EV park** will grow significantly, even amidst pessimistic forecasts, projecting a **3-4 fold revenue growth** over the next four to five years [13] Customer Segmentation and Engagement - Rideshare drivers now represent **25% of EVgo's network**, up from 10% three and a half years ago, highlighting the growing reliance on public fast charging [29] - EVgo has implemented **dynamic pricing** strategies to optimize utilization across different times of the day, which has improved overall usage rates [48] Future Growth and Strategic Initiatives - EVgo plans to deploy **4,500 to 5,000 charging stalls annually** in the coming years, supported by existing financing [57] - The company is also focusing on partnerships with **autonomous vehicle companies**, which are expected to drive future growth in the fast charging sector [32][53] Operational Efficiency and Cost Structure - The company benefits from **operating leverage**, with a significant portion of its G&A costs being fixed, allowing for higher margins as revenue increases [55] - Charging gross margins have improved from **15% in 2022 to mid- to high-30s% today**, driven by increased usage and operational efficiencies [55] Technological Advancements and Industry Trends - EVgo is adapting to industry changes, including the **standardization of charging cables**, which will enhance accessibility for Tesla vehicles and potentially increase market share [40][41] - The company is also focused on improving charging speeds, with a **67% increase in charge rates** over the past three and a half years [39] Conclusion EVgo is positioned for significant growth in the EV charging infrastructure market, driven by its unique business model, strategic partnerships, and operational efficiencies. The company is focused on expanding its network, improving customer experience, and leveraging technological advancements to capture a larger share of the growing EV market.

Core Insights - Global battery electric vehicle (BEV) sales increased by 13% annually in 2024, reaching 10.4 million units, which represents 14% of new personal vehicle sales worldwide [1] - The oil and gas industry is under pressure to diversify into electric vehicle-related energy solutions, including charging infrastructure and battery technologies, as regions leverage state support for EV adoption [1][2] Industry Trends - The expansion of electric vehicles (EVs) is reshaping the competitive landscape for the oil and gas industry, with significant supply chain shifts noted [2] - Leading oil and gas companies, particularly European firms like Shell, BP, TotalEnergies, and ENI, are proactively building EV charging networks to adapt to the changing market [3] Strategic Opportunities - Oil marketing companies can utilize their existing retail networks to develop EV charging hubs, especially in urban centers and along highways [4] - Investments in battery value chains, including energy storage and recycling, as well as integrated grid and renewable energy solutions, present additional avenues for growth [4] Long-term Outlook - Despite the push for cleaner alternatives, internal combustion engine (ICE) vehicles will remain part of the transport landscape for years, maintaining demand for petroleum fuels [5] - The transition to EVs offers clear opportunities for oil and gas companies to adapt and thrive in a low-carbon mobility environment [5]

Industry Overview - The global rise of electric vehicles (EVs) has slowed, impacting employment, industry planning, and climate targets, with road transportation contributing about one-fifth of global carbon dioxide emissions [2] - Adoption of EVs is crucial for achieving net-zero emissions, but momentum has waned due to reduced government incentives, high EV costs, lagging charging infrastructure, and fading policy support [2] - In Europe, lawmakers are reconsidering a strict 2035 ban on new combustion-engine vehicles, acknowledging that the transition to zero-emission transportation will take longer than expected [2] Sales and Market Performance - Global sales of EVs and plug-in hybrids increased by 26% in 2024, down from 34% the previous year, with China accounting for almost two-thirds of the 17.6 million EVs sold globally [3] - In the United States, EV sales rose by 12% in the first three quarters of 2025 despite subsidy withdrawals, while sales in Europe increased by 26% from January to October 2025, although still below emissions standards requirements [3] - All-electric vehicles were approximately 30% more expensive than similar gasoline vehicles in Europe and 27% more costly in the United States in 2024 [3] Industry Adjustments - The slowdown in EV adoption has led legacy automakers to reduce their anticipated 2030 EV sales by over 5 million units to 21.7 million [4] - Lawmakers have delayed penalties for environmental violations and allowed the continued sale of combustion-engine and hybrid vehicles, risking a postponed transition to decarbonization and urban air pollution reductions [4] - Employment in the EV sector is affected as EV production requires fewer workers compared to traditional vehicle manufacturing [4] Investment Opportunities - A list of the 10 best EV stocks to buy heading into 2026 has been compiled, focusing on stocks with analyst upside potential of over 20% as of December 17 [7] - The methodology involved analyzing ETFs and online rankings to identify promising EV stocks, with a focus on hedge fund holdings to enhance investment performance [8] Company Highlights - **Blue Bird Corporation (NASDAQ:BLBD)**: Analysts' upside potential is 24.83%, with 31 hedge fund holders. The company reported Q1 net revenue of $409 million, a 17% year-on-year increase, and a 64% rise in adjusted EBITDA to $68 million [9][11] - **Li Auto Inc. (NASDAQ:LI)**: Analysts' upside potential is 29.47%, with 14 hedge fund holders. The company faced a 36% revenue drop in the last quarter, attributed to higher operating costs and a decline in total deliveries [14][15]

Core Insights - Mazda reported an operating loss of 53.9 billion yen ($351 million) for the first half of the fiscal year ending March 2026 due to delays in negotiating improved import tariffs between the Japanese and U.S. governments [1] - The company maintains its full-year forecast with an expected operating loss of 7.8 billion yen, a slight decrease of 2% compared to the previous year [2] - Mazda's President and CEO highlighted the varied pace of electric vehicle adoption and the company's flexible approach to market changes [3] Financial Performance - The U.S. tariff expenses, with rates of 27.5% and 15% on exports from Japan and 25% on exports from Mexico, impacted profits by 97.1 billion yen [3] - A decision to reduce vehicle wholesale volumes by 8% to 555,000 units in the first half helped limit the loss to 54.9 billion yen [4] - Global sales for the full year 2026 are projected at 1.3 million units, with net sales revenues of 4.9 trillion yen [4] Future Outlook - Mazda plans to maximize the use of the Mazda Toyota Manufacturing facility in Alabama, focusing on increasing sales of the CX-50, including its hybrid model [5]

As filed with the Securities and Exchange Commission on November 7, 2025 Registration No. 333-290989 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 BLINK CHARGING CO. (Exact name of registrant as specified in its charter) (State or other jurisdiction of Nevada 3790 03-0608147 Michael C. Battaglia President and Chief Executive Officer Blink Charging Co. 5081 Howerton Way, Suite A Bowie, Maryland 20715 ...

Core Viewpoint - General Motors is laying off approximately 1,200 workers at its electric vehicle plant in Detroit and 550 at a battery facility in Ohio due to slower electric vehicle adoption [1] Group 1: Job Cuts - The layoffs will affect an EV plant in Detroit and a battery plant in Ohio [1]

Core Insights - Uber is launching a $4,000 incentive for drivers to switch to electric vehicles (EVs) as part of its goal to achieve a fully-electric fleet [1][3] - The incentive can be used for purchasing new or used EVs in states like New York, California, Colorado, and Massachusetts, and is expected to significantly reduce the cost of EVs for drivers [1][3] - Uber currently has 200,000 EV drivers globally and is rebranding its "Uber Green" service to "Uber Electric," reflecting its progress in electrifying its platform [3][4] Incentives and Support - The new $4,000 incentive, combined with state EV discounts, aims to alleviate the financial burden of purchasing EVs for drivers [3] - To celebrate the rebranding, Uber is offering a 20% discount on riders' next electric trip over the next week [4] - The company is committed to removing barriers to EV adoption and improving access to charging infrastructure in collaboration with cities [4] Future Goals - Uber aims to provide 100% electric-vehicle rides by 2030 in the US, Canada, and Europe, with a global target of only offering EV rides by 2040 [4][10] - The company had previously stated in 2020 that it would not pay drivers to turn in their gas-powered vehicles [5] Driver Considerations - Uber drivers, who are independent contractors, often face challenges in affording the higher upfront costs of electric vehicles compared to gas-powered or hybrid options, despite lower maintenance and fuel costs [6] - Uber is expanding its battery-aware matching feature to include more vehicle brands, helping drivers manage their trips based on battery levels [8][9]

Core Insights - Uber Technologies has updated its Uber Green service to exclusively offer fully electric vehicles, aiming to enhance its sustainability efforts [2] - The company has introduced new incentive programs for drivers to promote the adoption of electric vehicles (EVs) [2] Summary by Categories Company Initiatives - Uber Green is an initiative that allows riders to select rides in fully electric vehicles, reflecting the company's commitment to sustainability [2] - The introduction of new incentive programs for drivers is designed to accelerate the transition to electric vehicles within the Uber platform [2] Industry Trends - The move towards fully electric vehicles aligns with broader industry trends focusing on sustainability and reducing carbon emissions in the transportation sector [2]