Key Points QuantumScape is becoming a player in the critical mineral race. The company has announced two new strategic partnerships in recent days. QuantumScape will update investors with its third-quarter report on Oct. 22. 10 stocks we like better than QuantumScape › QuantumScape (NYSE: QS) stock is soaring to start the new trading week. Shares of the solid-state lithium-metal battery maker have been in focus recently due to new production deals. Today's move, however, comes as investors see a m ...

Core Insights - Dragonfly Energy Holdings Corp. reported preliminary third quarter 2025 Net Sales of $16.0 million, representing a 26% year-over-year growth, and Adjusted EBITDA loss of $(2.2) million, which is an improvement from the previous guidance [2][3] Financial Performance - The anticipated third quarter 2025 Net Sales of $16.0 million exceeded the guidance of $15.9 million, while the Adjusted EBITDA loss of $(2.2) million was better than the guidance of $(2.7) million [2][3] - The results indicate a $3.3 million reduction in Adjusted EBITDA loss compared to the previous year [2] Management Commentary - The CEO emphasized the focus on driving near-term revenue growth and executing strategic actions, including a recent equity raise, to enhance financial flexibility and position the company for sustained growth and profitability [3] Upcoming Events - A conference call to discuss the third quarter 2025 financial and operational results is scheduled for November 14 at 4:30 PM Eastern Time, accessible via webcast and telephone [5][6] Company Overview - Dragonfly Energy specializes in lithium battery technology, including cell manufacturing and battery pack assembly, and is recognized for its Battle Born Batteries® brand [7][8] - The company aims to advance clean energy through its proprietary, nonflammable, all-solid-state battery cells [8]

Summary of Key Points from the Conference Call Industry Overview - The conference call discusses the **Global Energy Storage** industry, specifically focusing on **lithium-ion batteries** and related materials, particularly in the context of **China's export controls** on these items [1][2]. Key Regulatory Changes - China's Ministry of Commerce announced **export controls** on lithium-ion batteries and artificial graphite anode materials, effective from **November 8, 2025**. Exporters will need to obtain licenses from the State Council of China [1]. - Key items affected include: 1. Lithium-ion batteries with a gravimetric energy density of **300 Wh/kg or higher** [2]. 2. LFP cathode materials with a compacted density of at least **2.5 g/cm³** and a specific capacity of at least **156 mAh/g** [2]. 3. Artificial graphite anode materials [2]. Impact on Companies - The regulatory restrictions primarily affect: - High-end NMC batteries (less than **10%** of total production). - Artificial graphite anodes (**90%** of production). - Advanced LFP cathode materials (**80%** of production) [3]. - **CATL** (Contemporary Amperex Technology Co., Ltd.) is expected to face limited direct impact, with related exports accounting for less than **2%** of its total revenue. Overseas revenue constitutes **30%** of CATL's total, with NMC battery exports estimated at **15%-20%** [4]. - Export restrictions on battery equipment may pose risks for CATL's overseas plants, potentially leading to delays and increased costs [4]. Competitive Landscape - Korean battery cell manufacturers, such as **LGES**, **Samsung SDI**, and **SK On**, may face greater challenges due to their reliance on China's supply chain. LGES is set to start LFP production in **2025**, but may encounter headwinds from the new controls [5]. - **L&F**, a cathode maker outside China, is positioned to benefit from these changes, with plans to secure production capacity of up to **60,000 tons** of LFP cathode materials, sufficient for about **30 GWh** of LFP batteries [5][6]. Market Dynamics - The export controls are likely to benefit battery component and equipment manufacturers outside China, such as **Posco Future M**, **Novonix**, **Group14**, and **Nouveau Monde Graphite** [6]. - In July **2025**, China exported **2,741 tons** of LFP cathode materials valued at approximately **US$14 million**, corresponding to an estimated battery demand of around **1 GWh** [7]. - Additionally, **6,369 tons** of NMC precursors were exported in July **2025**, valued at approximately **US$74 million**, corresponding to an estimated battery demand of around **4 GWh** [10]. Investment Implications - The report maintains an **Outperform** rating on CATL with a target price of **CNY 420**. While near-term challenges may arise for Chinese exporters, the overall impact on CATL is expected to be limited. U.S.-based anode and cathode producers may benefit, while Korean and Japanese firms dependent on China's supply chain may face headwinds [16].

Core Points - The Company announced the exercise of 19,470,726 Warrants, resulting in the subscription for the same number of new shares at an exercise price of NOK 1.00 each [1] - The Board of Directors has approved the allocation of new shares and resolved to increase the Company's share capital accordingly [2] - Following the registration of the share capital increase, the Company's total share capital will amount to NOK 429,142,639.50, divided into 858,285,279 shares with a nominal value of NOK 0.50 each [3] Company Overview - Ensurge Micropower is focused on developing ultrathin, flexible, reliable, and fundamentally safe solid-state lithium microbattery technology [3] - The Company operates with a team of forty specialists based in Silicon Valley, emphasizing innovation in microbattery technology suitable for various applications, including wearables and IoT devices [4] - Ensurge's manufacturing facility utilizes patented process technology and aims to scale production through partnerships with specialized industrial manufacturers [5] - The Company is listed on the Norwegian stock exchange and is supported by reputable financial investors, indicating a strong strategic investment and collaboration [6]

Core Insights - China's new export restrictions on batteries could significantly impact US companies, particularly in the context of the ongoing trade war and the increasing demand for energy storage solutions in the US [1][3][14] Export Restrictions - The restrictions, effective from November 8, cover a wide range of the battery supply chain, including large-scale lithium-ion batteries, cathode and anode materials, and battery manufacturing machinery [2][4] - Companies must obtain licenses from the Chinese Ministry of Commerce to export these goods, allowing China to selectively control exports [2][10] Impact on US Companies - Analysts indicate that the dominance of China in battery supply chains means US companies could feel the effects of these restrictions quickly, despite the measures not affecting as many industries as previous export controls [3][9] - In the first seven months of 2025, Chinese grid-scale lithium-ion batteries constituted approximately 65% of US imports, making these restrictions particularly impactful [4] Energy Demand and Battery Storage - The demand for battery storage is critical in the US, driven by a surge in energy consumption from data centers, which more than doubled their electricity usage from 2017 to 2023 and is expected to triple by 2028 [5][6] - Large-scale batteries are essential for storing excess renewable energy and maintaining grid stability, with US utility-scale battery installations reaching 26 gigawatts in 2024 [7][8] Domestic Manufacturing Challenges - Although US battery manufacturing capacity has increased, it still cannot meet domestic energy storage demand, and the new restrictions will further impact these factories [9][11] - China controls about 96% of the world's anode production capacity and 85% of cathode capacity, highlighting the reliance of US manufacturers on Chinese components [9][10] Strategic Implications - The inclusion of key battery components in China's export measures represents a significant escalation, as many companies outside China depend heavily on these materials [10][12] - The restrictions add complexity to an already tight global supply chain and emphasize the need for US companies to innovate domestically and reduce reliance on Chinese components [12][13] Geopolitical Context - Analysts view China's export controls as a strategic move to maintain its competitive edge in the battery industry while leveraging its position in trade negotiations [14] - The outcome of trade talks may influence how China decides to enforce its battery export restrictions, as seen in past negotiations regarding rare earth shipments [14][15]

Core Viewpoint - Enovix Corporation (NASDAQ:ENVX) is recognized as one of the best small-cap EV stocks to buy, with mixed opinions from analysts ahead of its fiscal third-quarter results for 2025, scheduled for October 29 [1]. Financial Performance - The company reported a revenue of $7.47 million, reflecting a year-over-year growth of 98.20%, exceeding estimates by $1.13 million [2]. - The earnings per share (EPS) was negative $0.22, which aligned with expectations [2]. Analyst Ratings - Jeff Osborne from TD Cowen assigned a Hold rating with a price target of $15 on August 1 [2]. - William Blair and Craig-Hallum reiterated a Buy rating on August 28 and September 11, respectively, without disclosing price targets [2]. - Bill Peterson from J.P. Morgan reiterated a Hold rating with a price target of $12 on September 14 [3]. Product Offering - Enovix Corporation specializes in manufacturing advanced lithium-ion battery cells that offer higher energy density and storage capacity compared to conventional batteries [3].

Core Insights - SES AI's stock surged by 77.7% during the week, driven by investor anticipation of potential U.S. government investment [1][2] - The company launched an AI-powered software for battery material discovery, which has attracted significant investor interest [2][3] Company Developments - SES AI specializes in using AI to discover electrolyte materials and develop lithium-metal and lithium-ion batteries, applicable in electric vehicles, energy storage, drones, and robotics [3][4] - The company is set to launch an advanced version of its software, Molecular Universe 1.0 (MU-1), on October 20, which will cover a broader range of electrolytes and target new markets such as oil and gas, specialty chemicals, and personal care [5][6] - SES AI aims to transition to a subscription-based model for MU-1, with positive initial responses and revenue generation from joint development customers [6] Market Context - The combination of AI and lithium has captivated the market, particularly in light of recent strategic moves by the U.S. government in critical materials [7] - Despite investor hopes for a strategic investment from the U.S. government, the company's operations are primarily outside the U.S., which may limit such opportunities [8] - SES AI projects significant revenue growth, estimating an increase of 7 to 13 times this year, driven by subscription revenue from MU-1 [8]

NextSource Materials Inc. (TSX:NEXT, OTCQB:NSRCF) president and CEO Hanré Rossouw talked with Proactive about the company’s definitive feasibility study for its active anode material project in Abu Dhabi. Rossouw said the development marks a “pivotal moment” for NextSource as it positions itself as one of the largest non-Chinese producers of battery anode material for electric vehicles and grid-scale storage. Proactive: Hello, you’re watching Proactive. I’m joined by NextSource Materials President and CEO H ...

, /PRNewswire/ -- Elong Power Holding Limited. (NASDAQ: ELPW) (the "Company"), today announced that it received a notification letter, dated October 3, 2025 (the "Notification Letter "), from the Listing Qualifications Department of The Nasdaq Stock Market Inc. (the "Nasdaq"), notifying the Company that it is not in compliance with the requirement to maintain a minimum closing bid price of $1.00 per share, as set forth in Nasdaq Listing Rule 5450(a)(1), because the closing bid price of the Company's ordi ...

Secured 3.2 Acre Expansion Site to Establish Battery Cell Manufacturing Lines and Expand Silicon Battery Material Production Battery Innovation Platform – End-to-End Capability to Design & Manufacture High-Performance, Customized Battery Solutions To Install Expected Annual Capacity of 20 MWh of Cylindrical and Prismatic Cell Production with 20 Tons per Year Silicon Anode Scale-UpRelevant Equipment Orders Placed & Definitive Lease Agreement for Operational Electrode Manufacturing Facility in Final Stages TO ...