Core Viewpoint - Donut Lab claims to have developed the world's first mass-producible all-solid-state battery, set to be launched at CES 2026, marking a significant milestone in the electrification of vehicles [1][14]. Group 1: Product Features - The all-solid-state battery offers an energy density of 400Wh/kg, enabling longer range, lighter structure, and unprecedented flexibility in vehicle design [1]. - It can be fully charged in just 5 minutes without the need to limit charging to 80%, supporting safe and reliable full discharge [2]. - Unlike traditional lithium-ion batteries, this solid-state battery has minimal capacity degradation over its lifespan, with a design life of up to 100,000 cycles [4]. - The battery maintains over 99% capacity in extreme conditions, such as -30°C and above 100°C, without any signs of fire or degradation [4]. Group 2: Material and Cost - The solid-state battery is made from abundant, low-cost materials that are geopolitically secure, avoiding reliance on rare or sensitive elements, and shows lower costs compared to lithium-ion batteries [6]. Group 3: Application and Market Impact - The battery's size is comparable to a large smartphone, making it suitable for various applications, including drones [8]. - Donut Lab plans to combine these batteries into larger 5kWh power units, with four units fitting into the frame of the Verge TS Pro motorcycle [10]. - The Verge motorcycles, powered by Donut Lab's solid-state battery, will be the first mass-produced vehicles featuring this technology, with a range of 600 kilometers on a single charge [12]. - Donut Lab is collaborating with WATTEV to create a lightweight modular electric vehicle platform, highlighting the broader implications of solid-state battery technology in the electric vehicle sector [14].

WOBURN, Mass.--(BUSINESS WIRE)--SES AI Corporation ("SES AI†) (NYSE: SES), a global leader in the development and manufacturing of AI-enhanced high-performance Li-Metal and Li-ion batteries, today announced its schedule for January appearances and activities. CES Date: January 6-9, 2026 Location: Las Vegas Convention Center (LVCC) To schedule a meeting during CES 2026, please contact: Angel.Chan@ses.ai or shana.tischler@ses.ai Gordon Research Conference (Electrochemistry) Date: January 6, 2026 Location: V ...

Flash | | Top players by types of cells details (GWh) | NCM | | | LFP | | | Total | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | Dec-25 Jan-26 | | MoM | Dec-25 | Jan-26 | MoM | Dec-25 | Jan-26 | MoM | | Company A | 24.0 | 20.0 | -17% | 60.0 | 56.0 | -7% | 84.0 | 76.0 | -10% | | Company B | 0.3 | 0.3 | 0% | 27.0 | 26.0 | -4% | 27.3 | 26.3 | -4% | | Company C | 2.0 | 1.9 | -5% | 11.0 | 10.5 | -5% | 13.0 | 12.4 | -5% | | Company D | 0.9 | 0.9 | -6% | 9.0 | 8.5 | -6% | 9.9 | 9.4 | -6% | ...

Core Insights - Flint has commenced production of its cellulose-based, biodegradable batteries in Singapore, transitioning from lab-scale development to manufacturing ready for pilot deployments and customer programs [1][2] Production and Technology - The company is producing rechargeable, non-toxic battery cells designed for safety, including non-flammability and non-explosiveness, with two products set to be unveiled at CES 2026 [2][7] - Flint's production line utilizes proprietary cellulose-based architecture and water-based manufacturing methods, reducing reliance on traditional battery materials like lithium and cobalt, while promoting lower-carbon manufacturing [3][4] Expansion and Recognition - Flint has expanded into a new facility over 8,000 square feet to pilot new processes, scale manufacturing, and continue R&D for next-generation battery architectures [4] - The company received the Best of CES Sustainability Award at CES 2025, enhancing its global visibility and commercial traction [5][6] Partnerships and Collaborations - Flint is engaged in pilot deployments with major technology companies, including Logitech and Amazon, and has been selected for innovation programs such as the Climate Tech Accelerator by MIT [8] - The company raised US$2 million in a pre-Series A funding round to support its asset-light growth model [6] Future Plans - Flint is preparing to scale its manufacturing capacity in Europe and is in discussions with a major contract manufacturer [9] - The company is also developing a solid-state derivative of its cellulose-based chemistry aimed at higher-density rechargeable applications [10] Market Engagement - With production underway, Flint is open to collaborations and orders, prioritizing pilot deployments and initial commercial rollouts [11]

Core Insights - LiTime has launched an encrypted Bluetooth connectivity technology for lithium batteries, debuting with the 12V 320Ah Mini Smart Self-Heating Battery, enhancing security by ensuring only authorized users can connect and control the battery [1][10][11] Group 1: Product Features - The new 12V 320Ah Mini Smart Self-Heating Battery is 35% smaller than a standard 12V 300Ah LiFePO₄ battery and weighs only 57.3 lbs, making it up to 70% lighter than three 12V 100Ah lead-acid batteries [5] - It offers an energy capacity of 4096Wh and a maximum continuous output power of 2560W, with the capability to expand up to 65.5kWh and 40.96kW for home energy storage or off-grid applications [5] - The battery features smart heating modes that allow users to switch between Regular and Energy-Efficient Heating Modes via the LiTime app, improving preheating speed and reducing charging time in cold conditions [5] Group 2: Security Enhancements - The encrypted Bluetooth technology addresses vulnerabilities in traditional Bluetooth solutions, preventing unauthorized access and ensuring that only the battery owner can control the device [3][8] - Key security mechanisms include a password recovery system via SN code, automatic reconnection for authorized devices, and a device isolation mechanism to prevent unauthorized access [7][8] - The technology was developed in response to user feedback highlighting security risks associated with existing Bluetooth connections, demonstrating LiTime's commitment to user-driven innovation [10][12] Group 3: Company Philosophy and Future Direction - LiTime emphasizes that meaningful product optimization is driven by real user experiences, and the new technology is a direct result of user feedback [12] - The company aims to continue refining its products based on user input, ensuring a safer and smarter power experience for outdoor enthusiasts [12][13]

Key Takeaways QS is advancing solid-state batteries, delivering B1 samples and reporting first customer billings.Toyota has begun production at its North Carolina battery plant, targeting 30 GWh annually at full capacity.Tesla says its 4680 cells are now cheaper in-house, while balancing supply from partners as it scales.Electric vehicles (EVs) are becoming a core part of global transportation. Improvements in battery technology are a major reason for that. Today’s EV batteries last longer, charge faster an ...

Core Insights - Both Microvast Holdings, Inc. (MVST) and UiPath (PATH) are speculative growth tech stocks focusing on automation trends, with MVST specializing in battery manufacturing for electrification and PATH providing an AI-driven robotic process automation platform for enterprises [1] UiPath Analysis - In Q3 of fiscal 2026, UiPath achieved a 16% year-over-year revenue growth, driven by the increasing adoption of AI and automation strategies by enterprises [2] - The company reported an 11% year-over-year growth in annual recurring revenue, indicating a scaling of agentic automation across enterprises [2] - UiPath's dollar-based net retention rate stands at 107%, with an 8.2% year-over-year increase in free cash flow, positioning the company for sustained growth [3] - As of October 31, 2025, UiPath holds $1.4 billion in cash and equivalents with no current debt, resulting in a current ratio of 2.7, significantly higher than the industry average of 0.9 [3] - The integration with Microsoft Azure AI Foundry allows customers to automate end-to-end processes, enhancing UiPath's product offering [4] - A partnership with OpenAI to develop a ChatGPT connector aims to improve time to value and ROI from agentic AI efforts [5] - The Zacks Consensus Estimate for UiPath's fiscal 2026 sales is $1.6 billion, reflecting an 11.5% year-over-year increase, with EPS expected to rise by 26.4% to 67 cents [13] Microvast Analysis - In Q3 of 2025, Microvast reported a 21.6% year-over-year revenue growth, driven by strong demand in Asia and Europe [6] - The company benefits from the rising adoption of electric vehicles (EVs), which increases the demand for its battery technology [7] - Microvast's adjusted EBITDA for the nine months ending September 30, 2025, was $76.3 million, a significant recovery from a negative $53.5 million [8] - Despite revenue growth, Microvast reported a net loss of $1.5 million due to changes in warrant/loan valuation and a 23.7% increase in operating expenses [9] - As of September 30, 2025, Microvast had $143 million in cash and equivalents against a current debt of $335 million, resulting in a current ratio of 0.8, indicating liquidity challenges [10] - The Zacks Consensus Estimate for Microvast's 2025 sales is $462.3 million, suggesting a 21.7% year-over-year growth, with EPS expected to improve from a loss of 27 cents to a profit of 17 cents [14] Valuation Comparison - Microvast is trading at a 12-month forward P/E ratio of 13.9, below its 3-month median of 20.5, while UiPath's P/E ratio is 22.5, lower than its median of 68.1 [15] Conclusion - UiPath is positioned as a leader in the AI-driven automation sector, demonstrating strong financial health and growth potential [17] - Microvast faces liquidity pressures and competitive challenges in the EV battery market, impacting its growth and profitability balance [19]

Flash | 29 Dec 2025 11:25:55 ET │ 10 pages China Battery Materials Lower Production Pipeline in Jan-26; Likely Driven by Supply-Side Factors Instead of Demand CITI'S TAKE ZE Consulting estimates Top-5 battery makers' production pipeline may be down by 7% MoM in Jan-26, of which CATL's Jan production could be down by 10%. This battery production pipeline in Jan-26 is weaker than expected vs market expectation of low-single-digit decline in Jan per recent industry discussions. The weaker battery production pl ...

A supplier to Tesla Inc. ended up providing a tiny fraction of battery material the carmaker ordered almost three years ago, in part due to issues with the Cybertruck, according to a person familiar with the matter.South Korea’s L&F Co. disclosed Monday that its 3.83 trillion won supply contract with Tesla, first announced in February 2023, had been slashed to just 9.73 million won. In a filing, L&F said the reason for the 99% reduction was a change in supply quantity.The high-nickel cathode material that L ...

Core Insights - The reshoring trend and the push for supply-chain independence are significantly transforming U.S. manufacturing, driven by factors such as post-pandemic vulnerabilities, trade disputes, and recent tariff policies [1][2]. Industry Overview - The imposition of import tariffs on various products has made offshore production costly, prompting companies to relocate manufacturing back to the U.S. to stabilize supply chains and avoid tariffs [2]. - Favorable U.S. government policies, including the CHIPS & Science Act and the Inflation Reduction Act (IRA), are encouraging investments in sectors like semiconductors and clean energy, which in turn is boosting demand for related industries [3]. Company Focus: Caterpillar Inc. (CAT) - Caterpillar has shifted its construction equipment production from Japan to Georgia and Texas, enhancing its supply chain efficiency and reducing transit times [6]. - The company plans to invest $725 million in its engine manufacturing facility in Lafayette, IN, to improve workforce skills and meet rising demand for power generation engines [6]. - CAT's shares have increased by 60.6% over the past year, with earnings growth expected to be 19% in 2026 [8]. Company Focus: EnerSys (ENS) - EnerSys is relocating battery production to Kentucky to avoid tariffs and leverage IRA tax credits, ceasing operations in its Mexican facility [10]. - The company anticipates benefiting from the IRA, expecting its products to qualify for tax credits, which will support its high-density battery portfolio expansion [11]. - ENS shares have risen 62.6% in the past year, with projected earnings growth of 20.7% for fiscal 2027 [12]. Company Focus: GE Aerospace - GE Aerospace is investing $1 billion in U.S. manufacturing to enhance production capabilities and meet growing demand for engines and services [13][16]. - This investment is expected to create approximately 5,000 jobs in the U.S. and focuses on improving engine quality and delivery [16]. - GE's shares have surged 87.5% over the past year, with earnings growth projected at 13.1% for 2026 [17].