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AUTOMOBILITY LA OPENS 2025 LOS ANGELES AUTO SHOW WITH EXPANDED INNOVATION PLAZA AND GLOBAL INDUSTRY FOCUS
Prnewswire· 2025-11-15 00:45
Accessibility StatementSkip Navigation Formerly Gilbert Lindsay Plaza, the reimagined outdoor hub returns as the central stage for media-day announcements, vehicle debuts, and hands-on test drives. LOS ANGELES, Nov. 14, 2025 /PRNewswire/ --Â AutoMobility LA, the premier press and industry gathering for the Los Angeles Auto Show, returns to the Los Angeles Convention Center on November 20 with Innovation Plaza serving as the central outdoor hub. Media and industry attendees can expect an exciting slate of ve ...
EV Ferrari won't sell in Europe but will in Asia, Pirelli's Tronchetti says
Reuters· 2025-11-12 16:21
Pirelli Executive Vice Chairman Marco Tronchetti Provera said on Wednesday he expected Ferrari's upcoming first fully electric model to do well in Asia but not so much in Europe. ...
Albemarle(ALB) - 2025 Q3 - Earnings Call Transcript
2025-11-06 14:02
Financial Data and Key Metrics Changes - The company reported net sales of $1.3 billion for Q3 2025, with adjusted EBITDA reaching $226 million, a 7% increase year-over-year, driven by cost and efficiency improvements despite lower lithium pricing [5][8] - Cash generated from operations was $356 million, marking a 57% year-over-year increase [5] - The company anticipates full-year 2025 results to be toward the upper end of the previously published $9 per kilogram lithium pricing scenario [5][10] Business Line Data and Key Metrics Changes - Energy storage sales volume growth is expected to be up 10% or more year-over-year, supported by record integrated production and higher spodumene sales [10] - The specialties segment delivered a 35% increase in adjusted EBITDA, largely due to cost improvements [9] - Ketjen is expected to see stronger Q4 performance due to higher CFT and FCC volumes [12] Market Data and Key Metrics Changes - Global EV sales increased by 30% year-to-date, with significant growth in China and Europe [6][15] - Grid storage demand grew by 105% year-to-date, with China leading the market [15][16] - North America is the fastest-growing region for stationary storage, up almost 150% year-to-date [16] Company Strategy and Development Direction - The company is focusing on long-term value creation and financial flexibility through recent portfolio actions, including the sale of a controlling stake in Ketjen's refining catalyst business [6][7] - The strategy includes enhancing shareholder value and maintaining a strong competitive position while shifting focus to core businesses like energy storage and specialties [7][19] - The company aims to achieve full-year cost and productivity improvements of around $450 million, exceeding initial targets [6][17] Management's Comments on Operating Environment and Future Outlook - Management noted that global lithium consumption growth is up over 30% year-to-date, driven by robust demand from EVs and grid storage, while supply growth has slowed [15] - The company is optimistic about the lithium market tightening, with expectations for lithium demand to increase significantly by 2030 [15][84] - Management emphasized the importance of maintaining a cost-out mentality to navigate market volatility and capture growth opportunities [58][60] Other Important Information - The company closed the quarter with $1.9 billion in cash and plans to repay Eurobond debt maturing soon [14] - The anticipated cash proceeds from recent transactions related to Ketjen are approximately $660 million, enhancing financial flexibility [7][14] Q&A Session Summary Question: Dynamics at Talison and spodumene pricing - Management indicated that they do not predict lithium prices but are optimistic about the market tightening, with margins potentially shifting between spodumene and lithium salts depending on pricing dynamics [22][23] Question: Current lithium pricing in China - Management noted that current pricing in China is closer to $10 per kilogram, with a full-year average expected around $9 to $9.50 [27][28] Question: Full-year Adjusted EBITDA margin potential - The potential for a 30% or greater Adjusted EBITDA margin at $15 per kilogram lithium pricing refers to the overall company, not just the energy storage segment [31] Question: EV demand versus energy storage - Management believes energy storage currently represents about a quarter of the market, with expectations for it to grow at a faster rate than EVs in the long term [35][36] Question: Impact of curtailments in Chinese lepidolite production - Management stated that about a third of lepidolite production has been impacted, but the overall effect on supply is minor [39][40] Question: Outlook for lithium demand by 2030 - Management indicated that while the demand forecast remains within the same range, it has likely moved up slightly due to stronger-than-expected demand [41][43] Question: Energy storage market growth - Management confirmed strong demand in the energy storage market, particularly in China, with full utilization of battery cell lines to meet demand [92][94]
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-11-03 15:49
RT HahaYes, Tesla's Hedgehog Mascot (@hahayesonsol)3 days out. 🦔⚡️Shareholders, owners, and dreamers - this one’s for you.Bastrop’s gonna be electric. ⚡️RSVP → https://t.co/o9hBBDR8DQ https://t.co/rBb27m6MFr ...
【Tesla每日快訊】 德州瘋狂招人,上海即將首秀,加州公路實測!Cybercab 真的要來了!🔥Semi 量產在即(2025/10/31-1)
大鱼聊电动· 2025-10-31 05:16
內容簡介: 🔹 Cybercab 驚現方向盤!這不是妥協,而是馬斯克 PUA 監管的超強戰略 🤯。他要讓全球車主「兼職」跑 Robotaxi,用市場力量倒逼法規,同時加速 FSD 迭代! 🔹 德州產線狂招人、上海進博會首秀 AI 宏圖,Cybercab 三線作戰全面啟動 🚀。 🔹 Lyft 聯手 Tensor Auto 搞 20 萬美金豪華計程車?這能威脅 Tesla 嗎?根本是笑話 🤣。 🔹 Cybertruck 突入中東、Semi 量產在即、Megapack 暴利印鈔。馬斯克警告:2026 電力將短缺! #特斯拉 #馬斯克 #Musk #ModelY #Model3 #美金 #Tesla #電動車 #Cybertruck #fsd #大魚聊電動 #Optimus #Robotaxi JOWUA热销单品推荐✨ 点击加入购物车后,自动获得95折优惠! 🎉 1. 隐藏式萤幕收纳基座📱🔲 https://jowua.life/nhKyw 2. 车用头枕(两入/一入)🚗💺 https://jowua.life/nQYkV 3. CCS2双用行动充电器 32A/7kW + NEMA 14-50转接器组合⚡🔌 http ...
Do Wall Street Analysts Like Tesla Stock?
Yahoo Finance· 2025-10-29 13:24
Core Insights - Tesla, Inc. specializes in electric vehicles, energy storage, and clean energy solutions, with a market cap of $1.5 trillion [1] - TSLA shares have significantly outperformed the broader market, gaining 75.4% over the past year compared to the S&P 500's 18.3% [2] - In Q3, Tesla reported revenue of $28.1 billion, an 11.6% year-over-year increase, but adjusted EPS declined by 30.6% to $0.50 [4] Performance Comparison - TSLA's performance is superior to the Global X Autonomous & Electric Vehicles ETF, which gained 29% over the past year [3] - Year-to-date, TSLA stock is up 14%, while the ETF has risen by 32% [3][2] Analyst Expectations - Analysts predict a 44.1% decline in TSLA's EPS for the current fiscal year, estimating it at $1.14 [5] - The consensus rating among 42 analysts is a "Hold," with 14 "Strong Buy," 2 "Moderate Buy," 17 "Hold," and 9 "Strong Sell" ratings [5] Price Target and Ratings - Cantor Fitzgerald maintains an "Overweight" rating on TSLA, raising the price target to $510, indicating a potential upside of 10.7% [6] - The mean price target is $377.11, while the highest target of $600 suggests a 30.3% upside potential [6]
Honda unveils 0 α electric SUV; India launch in 2027
The Economic Times· 2025-10-29 06:03
The Honda 0 α, developed as an SUV, is designed to blend seamlessly with both urban and natural environments, supporting people's lives in every situation, the automaker said at the Japan Mobility Show 2025.According to the company, the production model of the Honda 0 α will be launched globally, primarily in Japan and India, in 2027. It will mark Honda’s first battery electric vehicle for the Indian market.Honda Motor Co., Ltd. Director, President and Representative, Toshihiro Mibe, said the company is wo ...
Lithia Motors, Inc. (NYSE:LAD) Overview: Analysts' Perspectives and Financial Performance
Financial Modeling Prep· 2025-10-22 00:00
Core Viewpoint - Lithia Motors, Inc. is experiencing a shift in analyst price targets, reflecting a more conservative outlook despite strong financial performance and positive investor sentiment [2][4][6] Financial Performance - Lithia Motors reported a 19.2% increase in net income and a 25.4% growth in earnings per share (EPS) in Q2, indicating robust financial health [4][6] - The stock has risen by 18.9% since the last earnings report, suggesting positive investor sentiment [3] Price Target Adjustments - The average price target for Lithia Motors has decreased from $373.6 to $327 over the past year, indicating a more cautious perspective from analysts [2][6] - Wells Fargo and JPMorgan have set higher price targets of $350, reflecting optimism about Lithia's future growth [2][5][6] Market Outlook - Analysts are anticipating growth in earnings for the upcoming earnings report, although there are concerns that the company may not meet expectations [3] - JPMorgan's price target adjustment from $320 to $350 considers the mix of electric vehicles and challenges in the UK market, suggesting a balanced medium-term outlook [5]
Rivian's stock could fall more than 20% as the sales outlook gets gloomier, analyst warns
MarketWatch· 2025-10-20 13:39
Core Viewpoint - The expiration of a significant U.S. tax credit for electric vehicles is expected to negatively impact Rivian Automotive Inc., leading to a bearish outlook from a Mizuho analyst [1] Company Summary - Rivian Automotive Inc. is facing challenges due to the end of a key tax incentive that has supported electric vehicle sales in the U.S. market [1]
Ferrari Stumbles in Shift to Electric Supercars
Bloomberg Television· 2025-10-13 18:08
Ferrari is going electric. Yes, that's Ferrari. The one famous for its rowing and giant.The ultimate muscul car now trading gas for batteries. Why. One of the answers is China.Lower tarries and taxes could make the Ferrari electric a strategic fit for China where the government has long favored electric vehicles over fuel thirsty imports. Electrica reaches a top speed of 190 mph with a range of about 330 m, comparable to Tesla's Model Y, but shorter than that of a Mercedes-Benz EQS. But remember, Ferrari is ...