The Chinese EV maker keeps growing sales, but is it worth the risk?The share price of Chinese electric vehicle (EV) maker Nio (NIO +1.12%) has fallen to $4.95, more than 35% off its 2025 high and less than $2 away from its all-time lows.Given how quickly the automaker has been growing its sales, it might seem like a no-brainer buy at the current stock price. But there are three big risks ahead for Nio. Investors should consider them carefully before buying the stock, even at this discounted price. Risk No. ...

Key Points This company's focus on profitable electric vehicle development ensures it has a great long-term future. It's ideally placed to produce the low-cost models that consumers are demanding. These 10 stocks could mint the next wave of millionaires › Ford Motor Company (NYSE: F) recently announced a whopping $19.5 billion charge on its electric vehicle (EV) related assets, including $5.5 billion in "cash effects with the majority paid in 2026 and the remainder in 2027." In addition, the company ...

Core Insights - SK On will end its joint venture with Ford Motor in the US to refocus strategies amid a cooling electric vehicle market [1][4] - Each company will independently control parts of their jointly developed production facilities, with Ford taking full ownership of the Kentucky plants and SK On operating the Tennessee facility [1][2] Group 1: Joint Venture and Investment - The joint venture, BlueOval SK, was established in 2022 with a commitment to invest $11.4 billion in US battery manufacturing [2] - The separation is expected to be completed by the first quarter of 2026, pending regulatory approval [2] Group 2: Production and Operations - The timeline for starting production at the Tennessee plant remains flexible and is linked to the ownership transition [3] - The new arrangement aims to streamline SK On's operations, enhancing operational efficiency and responsiveness to market dynamics [5] Group 3: Market Context and Strategy - SK On is adjusting its business strategy due to weaker electric vehicle demand and financial pressures, focusing on strengthening its balance sheet and improving profitability [4] - SK On plans to supply electric vehicle batteries to Ford and other customers, as well as energy storage systems from its Tennessee plant [5] - Ford has expressed caution regarding EV market trends, with CEO Jim Farley warning of a potential 50% decline in electric car sales following the expiration of a federal tax credit [5] Group 4: Customer Base - Beyond Ford, SK On supplies batteries to other automakers including Hyundai Motor, Kia, Volkswagen, Nissan, and US EV startup Slate [6]

Ford EV大投降？ 12月9號 他們和 Renault 聯手簽約 放棄自家開發 全靠Ampere 平台撐腰 兩款親民 電動小車 2028歐洲上路 由法國廠生產 這是Ford 承認燒錢的 EV開發撐不住 被中國車 打得滿地找牙！ Ford歐洲市佔 從2019年6.1% 崩到今年 前10月的3.3% 關廠裁員 成家常飯 CEO Jim Farley 嘴硬說要迎來 高效的未來 但我聞到的卻是 求饒的味道？ 更慘的是 美國的 F-150 Lightning 也命懸一線 WSJ爆Ford 高層有砍掉 這款車的想法 我很好奇 F-150 Lightning 如果停產 給Cybertruck 能留下多大 的機會呢？ 傳統車廠套路 合資省錢借力 可2028 才能見到貨？ 歐洲恐怕早被 Tesla Model 3/Y 和BYD搶光了！ 你說這是認輸 還是反擊？ 留言説説 你的判斷吧. ...

Group 1: Tesla's Performance in China - Tesla's sales in China rose by 9.9% in November compared to the same month last year, marking a rare positive outcome for the company amid a challenging year in major markets [1] - The company has faced significant sales declines in Europe and intense competition in China, leading to an anticipated overall sales decline for the second consecutive year [1] Group 2: BYD's Challenges and Performance - BYD, Tesla's largest competitor in China, has experienced three consecutive months of sales declines, selling just over 480,000 EVs and hybrids in November, which is approximately 5.3% less than the same period in 2024 [2] - The company is navigating a renewed price war in China's competitive EV market and a government crackdown on aggressive discounting, yet it remains on track to potentially surpass Tesla as the world's largest seller of battery EVs this year [3] - BYD's overseas sales reached a record 131,935 in November, significantly outselling Tesla in Europe, with a ratio of more than two to one in October [4]

Market Share and Competition - Tesla's U.S. market share has decreased to approximately 45% from nearly 80% a decade ago, while legacy automakers like Ford, GM, and Hyundai now collectively hold over 25% of the electric vehicle (EV) market [1] - In China, Tesla's market share has dropped to seventh place, with shipments declining by 9.9% year over year to 61,497 units, significantly trailing market leader BYD [4][5] Sales and Profitability - Tesla and overall EV sales in the U.S. surged in the third quarter due to a rush for the $7,500 EV tax credit, but Tesla's profits fell as a result of reduced vehicle prices [2] - The removal of the EV tax credit is expected to lead to a significant decline in EV sales [2] Challenges in Europe and China - Tesla's unit sales in most EU countries are declining month after month due to increased competition, an aging product lineup, and backlash against CEO Elon Musk's political activism [3] - In China, the presence of over 100 EV brands has sparked a price war, affecting even leading companies like BYD, and some smaller manufacturers are expected to go out of business [4]

Core Insights - Tesla has sold over 16,000 Cybertrucks in 2025, averaging around 59 vehicles per day, but sales have significantly declined compared to the previous year [1][4] Sales Performance - In Q1 2025, Tesla delivered 6,406 Cybertrucks, the highest quarterly performance for the year so far. However, Q2 saw a drop to 4,306 units, a decline of over 50% compared to Q2 2024 and about one-third lower than Q1 2025. Q3 experienced a slight rebound with 5,385 units sold, yet this still represented a 62.6% year-over-year decline from 14,416 units in Q3 2024 [3][4] Market Share - The Cybertruck's share of the electric vehicle (EV) market has decreased to 1.2%, down from 1.5% a year earlier. Overall, Tesla's Cybertruck sales in the first nine months of 2025 reflect a 38% decline from 25,974 units sold in the same period in 2024 [4] Competitive Landscape - The decline in Cybertruck sales indicates challenges for Tesla and the broader electric pickup market, with increasing competition from manufacturers like Rivian and Ford intensifying the market share battle. Additionally, macroeconomic factors such as high financing costs and weaker consumer sentiment for large discretionary purchases may be impacting demand [7] Overall EV Sales Context - Despite the slowdown in Cybertruck sales, it remains a notable vehicle in the EV market. In contrast, Tesla's Model Y continues to lead sales with 265,068 units delivered year-to-date, accounting for over a quarter of total EV sales. The Model 3 follows with 155,180 units, while the Model S and Model X have lower sales figures of 4,509 and 10,306 respectively [5][6]

Core Insights - Tesla reported a 7% increase in third-quarter deliveries, totaling 497,099 vehicles, but is facing a global slowdown in deliveries compared to previous years [3][4][5] - BYD has outpaced Tesla in global full-electric vehicle deliveries for four consecutive quarters and is positioned to outsell Tesla for the full calendar year [7][8] - Both companies face challenges: Tesla with the phasing out of the $7,500 federal tax credit and BYD with a price war in China affecting margins [10][9] Tesla Overview - Tesla's third-quarter production was 447,450 vehicles, with a notable decline in production volume compared to the previous year [4] - Total deliveries for Tesla in the first three quarters of 2025 reached 1.2 million, down from 1.8 million in both 2023 and 2024 [5] - The company is experiencing a sales slump in Europe due to competition and backlash against CEO Elon Musk's political activism [6] BYD Overview - BYD has delivered nearly 390,000 more EVs than Tesla through the first three quarters of 2025 [8] - The company has lowered its sales goal for 2025 to 4.6 million vehicles, approximately 1 million lower than its previous target [11] - Despite recent challenges, BYD is expanding into higher-margin ultra-premium vehicles and maintains a diversified product range beyond passenger cars [13][14] Market Dynamics - The EV market is experiencing a brutal price war in China, impacting margins for companies like BYD [9] - Tesla's future demand may be hindered by the new pricing reality following the expiration of the federal tax credit [10] - Both companies are navigating a competitive landscape with varying strategies and market conditions [12][14]

Core Viewpoint - American Salars Lithium Inc. has completed the acquisition of 100% of the issued and outstanding common shares of 1447377 BC Ltd., which owns the Hardrock LCT Pegmatite Property in Brazil, as part of a strategic move to enhance its portfolio in the battery metals sector [1][2]. Acquisition Details - The acquisition was executed under a share purchase agreement dated February 17, 2025, with American Salars issuing 3,500,000 units at a deemed price of $0.07 per unit in exchange for all common shares of 1447377 [2]. - Each unit consists of one common share and one transferable common share purchase warrant, allowing the holder to purchase an additional share for $0.20 over a three-year period [2]. Property Information - The Hardrock LCT Pegmatite Property includes 10 mineral claims covering an area of 18,083 hectares, located in the Jaguaribe/Solonópole region of Ceará, Northern Brazil [1]. Related-Party Transaction - The acquisition is classified as a related-party transaction since Mr. Nick Horsley, CEO of American Salars, is a director and indirect shareholder of 1447377 BC Ltd. [3]. - The transaction is exempt from certain requirements under Multilateral Instrument 61-101 due to the company's market capitalization and the nature of the transaction [3]. Company Overview - American Salars Lithium is focused on exploring and developing high-value battery metals projects to cater to the growing electric vehicle market [4].

Group 1 - SciSparc Ltd. announced the approval of a merger with AutoMax Motors Ltd., enhancing its operations into the automotive sector [1][2] - The merger will result in SciSparc acquiring 100% of AutoMax's share capital through a reverse merger, with SciSparc shareholders expected to hold approximately 50.01% of the combined company's share capital [2][3] - The merger aligns with SciSparc's long-term strategy to diversify its portfolio and capitalize on the expanding electric vehicle market in Israel [3] Group 2 - SciSparc has provided financial support to AutoMax, including a $4.25 million bridge loan in 2024 and an additional $2 million loan in February 2025 [3] - The closing of the merger is subject to customary closing conditions, including approval from the Israeli court [3] - SciSparc is a specialty clinical-stage pharmaceutical company focused on cannabinoid pharmaceuticals, with ongoing drug development programs targeting various disorders [4]