NEW YORK, Jan. 29, 2026 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of T1 Energy Inc. ("T1" or the "Company") (NYSE: TE). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980. The investigation concerns whether T1 and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action] On January 21, 2026, Culper Research p ...

NEW YORK, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of T1 Energy Inc. (“T1” or the “Company”) (NYSE: TE). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether T1 and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action] On January 21, 2026, Culper Rese ...

Amprius Technologies, Inc. (NYSE:AMPX) is among the 7 Best EV Battery Stocks to Buy Now. Northland Retains an Outperform Rating on Amprius Technologies, Inc. (AMPX) On January 8, 2026, TheFly reported that Northland selected Amprius Technologies, Inc. (NYSE:AMPX) as a 2026 Top Pick. It also retained an Outperform rating and a $20 price target on the stock. According to the firm, Amprius has the potential to profit from the secular expansion of drones, and management is setting up the business to gain a s ...

Summary of Key Points from the Conference Call Industry Overview: Greater China Auto, EV, and EV Battery Industry Forecasts - **China's Auto Industry**: Expected to face challenges in 2026 with a forecasted decline in auto wholesales by **1.6% YoY** compared to a **10% YoY** increase in 2025. This decline is attributed to front-loaded demand in 2025 [1] - **Domestic EV Sales**: Anticipated to grow only **7% YoY** in 2026 due to a **5% increase in purchase tax** and reduced trade-in subsidies [1] - **Export Sales**: Projected to increase by **12% YoY**, reaching **7.9 million units** in 2026, with EV exports expected to surge by **40% YoY** [1] - **Competition Dynamics**: Shift from price competition to configuration-based competition, necessitating more investment in autonomous driving (AD) and smart cabin technologies [1] Key Automotive/EV Themes for 2026 Theme 1: Export Growth - **Export Growth**: Companies like Chery and BYD are expected to benefit significantly from exports, especially with the EU's minimum EV price replacing tariffs [2] Theme 2: Autonomous Driving Development - **ADAS to AD Transition**: L3 permits issued to Changan and BAIC, with highway/city NOA penetration expected to exceed **40%** in 2026 and **85%** by 2030. L4/L5 penetration is projected to reach **8%** by 2030 [3] Theme 3: Cost Concerns - **Battery and Memory Costs**: Rising costs and supply stability of memory are key concerns for auto OEMs [3] Key Battery Themes for 2026 Theme 1: Energy Storage Systems (ESS) - **ESS Demand**: Global battery ESS installations expected to grow by **33% YoY** in 2026, with shipments increasing by **41% YoY** [4] Theme 2: Global Expansion - **Overseas Capacity Expansion**: Chinese battery manufacturers are accelerating their overseas capacity expansion, particularly in Europe and Southeast Asia, in response to rising tariffs and trade tensions [4] Theme 3: VAT Rebate Changes - **Export VAT Rebate Cut**: Anticipated to lead to a rush in battery production and shipment in Q1 2026, potentially increasing raw material prices and exerting cost pressure on battery makers and auto OEMs [5] Theme 4: Technological Innovation - **Sodium-Ion Battery**: Launch of Gen-2 sodium-ion battery expected, with ASSB (all-solid-state battery) small-batch production anticipated to start in 2027 and scale up significantly post-2029 [5] Investment Recommendations - **Top Picks**: - **XPeng**: Launch of Mona SUV and HR in 2H26, with a focus on AI-related businesses [6] - **CATL**: Growth driven by CEV, ESS, and overseas capacity despite short-term cost pressures [6] - **Tuopu**: Major supplier for humanoid robots with overseas expansion [6] - **Minth**: Resilient earnings growth supported by high overseas market exposure [6] - **Hesai**: Increased LiDAR adoption in China alongside L3 ADAS development [6] Additional Insights - **Market Dynamics**: The shift in competition and the focus on technological advancements highlight the evolving landscape of the automotive and EV sectors in China, emphasizing the need for companies to adapt to changing consumer preferences and regulatory environments [1][3][4][5]

Core Point - American Battery Technology is appealing the Department of Energy's decision to cancel the grant [1] Company Summary - American Battery Technology is actively seeking to overturn the Department of Energy's decision regarding the cancellation of a financial grant [1]

Core Viewpoint - Microvast Holdings (MVST) has demonstrated exceptional stock performance, with a 1162.3% increase over the past year, significantly outperforming its industry and the broader market [1][4]. Group 1: Stock Performance - MVST's stock has surged 36.8% year-to-date, while competitors Algorhythm Holdings and Industrial Tech Acquisitions have seen declines of 88% and 24.7%, respectively [4]. - Over the past year, MVST's growth of 1162.3% far exceeds the industry's 76.2% and the S&P 500's 18.1% [1]. Group 2: Financial Performance - MVST achieved $380 million in revenue for 2024, reflecting a 24% year-over-year increase, driven by strong demand in the Asia-Pacific (APAC) and the United States [5][6]. - The EMEA region contributed 43% to revenues in the latest quarter, down from 55% a year ago, but still showing growth over the past six months [6]. Group 3: Strategic Initiatives - The company has a backlog of nearly $320 million for its EV battery systems, equating to 1,342 MWh, and is expanding production capacity in Huzhou, China, to meet this demand [9][10]. - MVST is building a second 2 GWh production line in Huzhou, expected to be operational by year-end, which will enhance production capacity for various battery formats [10]. Group 4: Market Opportunities - The partnership with Evoy allows MVST to enter the electric boat market, showcasing its technical capabilities and opening avenues in other EV sectors such as defense and aviation [8]. - The APAC region's revenue contribution increased from 43% to 52% year-over-year, indicating strong customer demand [7]. Group 5: Valuation Metrics - MVST's forward 12-month EPS is priced at 10.89 times, significantly lower than the industry average of 28.53 times, indicating potential undervaluation [11]. - The trailing 12-month EV-to-EBITDA ratio for MVST is 4.7, compared to the industry average of 39.29, further suggesting lower downside risks and favorable long-term growth prospects [11]. Group 6: Earnings Estimates - The Zacks Consensus Estimate for MVST's 2025 revenues is $462.3 million, representing a 22.9% year-over-year growth, with 2026 revenues projected at $563.5 million, indicating a 21.9% increase [14]. - The consensus estimate for 2025 EPS is 19 cents, suggesting a 170.4% year-over-year increase, while 2026 EPS is projected at 29 cents, reflecting a 52.6% growth [14]. Group 7: Analyst Confidence - Over the past 60 days, EPS estimates for 2025 and 2026 have been revised upward, with increases of 46.2% and 20.8%, respectively, indicating strong analyst confidence in MVST's growth [15]. Group 8: Investment Recommendation - Given the strong fundamentals, positive EPS revisions, and compelling growth narrative, MVST is recommended as a buy, currently holding a Zacks Rank 1 (Strong Buy) [17].

Summary of Key Points from the Conference Call Industry Overview - **Industry Focus**: The conference call primarily discusses the economic situation in China, particularly focusing on the concept of "Anti-involution" and its implications across various sectors [2][5][9]. Core Insights and Arguments - **Economic Scenarios**: - **Worst Case**: The economy may revert to deflation after temporary price increases due to weak final demand [3]. - **Less Optimal Scenario**: Rapid reflation could occur, but misallocation of resources may lead to renewed competition and price pressures [3]. - **Base Case**: Deflation is expected to continue into 2026, with gradual reflation [3]. - **Ideal Scenario**: A more robust and sustainable reflation could emerge as economic rebalancing accelerates [3]. - **Structural Reforms**: - Emphasis on the need for comprehensive reforms in the fiscal system, realignment of macro targets, and revamping performance evaluations to address systemic overcapacity issues [5][6][7]. - **Key Catalyst**: The upcoming 4th Plenary Session in October is highlighted as a critical event that may clarify structural reforms outlined in the 15th Five-Year Plan [8]. Sector Implications - **Priority Sectors**: - The sectors identified with the highest urgency for reform include Electric Vehicle (EV) batteries, airlines, and cement, with varying degrees of profitability and operational efficiency challenges [10][12]. - **Utilization Rates and Challenges**: - Various sectors have different utilization rates, with coal at 80%, steel at 85%, and cement at 45%. Challenges include overcapacity, regulatory hurdles, and market dynamics [12]. - **Market Concentration**: - The market concentration varies significantly across sectors, with SOEs holding substantial market shares in industries like airlines (80%) and cement (70%) [10][12]. Additional Important Insights - **Trade Dynamics**: - There is a noted slowdown in container ship movements from China to the US, indicating a potential payback from previous export front-loading [13]. - **Consumer Goods Sales**: - Sales growth in the auto and home appliance sectors has declined due to strict management of trade-in subsidies [15]. - **Property Market**: - Secondary housing sales showed improvement in August, attributed to incremental easing of property policies in tier-1 cities [18][21]. - **Construction Activity**: - There has been a renewed decline in cement shipments and subdued rebar demand, indicating sluggish construction activities [25][26]. This summary encapsulates the critical insights and implications discussed during the conference call, providing a comprehensive overview of the current economic landscape and sector-specific challenges in China.

Trump said he wants to find a way to bring in experts to train US workers following an immigration raid at a South Korean-owned EV battery factory in Georgia https://t.co/mDbUzet1Mf ...

Industry Impact - Immigration raid on Georgia EV battery plant run by two South Korean firms has rattled Seoul [1] - The raid occurred less than two weeks after South Korean companies pledged to invest hundreds of billions of dollars in the US [1]

Core Insights - QuantumScape Corporation (QS) is positioned as a promising player in the EV battery sector, with the introduction of its Cobra separator process potentially bridging the gap to commercial scale [1][3] Group 1: Cobra Separator Process - The Cobra process represents a significant advancement, achieving a 25 times increase in heat treatment speed compared to the previous Raptor process, while also requiring less factory space and energy [2][8] - This innovation allows QuantumScape to produce battery cells more quickly and cost-effectively, which is essential for scaling production to gigawatt-hour levels [2][4] Group 2: Production and Market Position - QuantumScape plans to begin B1 sample shipments later this year, which is a crucial step towards vehicle integration and field testing scheduled for 2026 [3][8] - The increased efficiency and throughput from the Cobra process could lower production costs, enhancing QuantumScape's competitiveness in a cost-sensitive battery market [4] Group 3: Competitive Landscape - Solid Power (SLDP) is pursuing a different commercialization strategy by focusing on electrolyte materials and licensing technology to automakers, which may limit its capital intensity but relies on partnerships for manufacturing success [5] - SES AI (SES) is developing lithium-metal batteries with AI monitoring systems and has established partnerships with major automakers, although it is still in the early stages of battery commercialization [6] Group 4: Stock Performance - QuantumScape's shares have appreciated approximately 74% over the past six months, contrasting with a 2% decline in the broader industry [7]