Core Insights - Dragonfly Energy Holdings Corp. has published a whitepaper in collaboration with PACCAR Inc. focusing on reducing idling and fuel costs for commercial fleets [1][2] - The whitepaper evaluates lithium-powered idle-reduction solutions, highlighting their performance and operational benefits compared to traditional diesel-powered systems [2][4] Company Overview - Dragonfly Energy is a leader in lithium battery technology, specializing in cell manufacturing and battery pack assembly, with a strong presence in the energy storage market [6] - The company’s Battle Born Batteries brand has established a reputation for reliability, with hundreds of thousands of battery packs deployed [6] Whitepaper Findings - The whitepaper presents data showing significant reductions in fuel consumption and emissions through the use of lithium-powered idle-reduction technologies [4][7] - Key outcomes include improved driver comfort and safety, lower maintenance costs, and extended engine life due to reduced idle wear [7] Collaboration with PACCAR - The partnership with PACCAR allowed for rigorous testing of lithium-powered solutions at the PACCAR Technical Center, validating their performance under challenging conditions [2][3] - The collaboration emphasizes the importance of operational efficiency and maximizing asset utilization for fleets [3]

October 8, 2025 09:00 PM GMT Contemporary Amperex Technology Co. Ltd. China's Decarbonization Drive: What It Means for ESS | What's Changed | | | | --- | --- | --- | | Contemporary Amperex Technology Co. Ltd. (300750.SZ) | From | To | | Price Target | Rmb425.00 | Rmb490.00 | | Top Pick Added | 3750.HK | 300750.SZ | | Contemporary Amperex Technology Co. Ltd. (3750.HK) | | | | Price Target | HK$465.00 | HK$585.00 | | Top Pick Removed | 3750.HK | 300750.SZ | | Rating | Overweight | Equal-weight | We map out Ch ...

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **Global Energy Storage** industry, particularly the **electricity demand and supply dynamics in China**. [1][10] Key Insights and Arguments 1. **Electricity Demand Growth**: - China's power demand surpassed **1,000 TWh** last month, with annual demand reaching approximately **10,000 TWh** last year, projected to grow to **13,500 TWh by 2030** and **25,000 TWh by 2050**. This growth is driven by sectors such as AI, EVs, air conditioning, and high-tech manufacturing automation. [1][10] - Expected **CAGR** for electricity demand is **5.6%** through 2030 and **3.2%** through 2050, outpacing GDP growth. By 2050, electricity will account for over **50%** of final energy consumption. [1][10] 2. **Renewable Energy Capacity**: - China is positioned to add over **500 GW** of power capacity annually, having added over **400 GW** last year, which accounted for **70%** of global power capacity additions. [1][10] - Solar and wind power generation could increase **10x** to **18,000 TWh** by 2050 at current installation rates, with expectations for solar and wind to account for **70%** of power generation by 2050. [2] 3. **Energy Storage Needs**: - With rising renewable penetration, China will require **3,300 GW** or approximately **12,000 GWh (12 TWh)** of installed energy storage capacity, representing a **30x** increase from current levels. [3] 4. **Grid Infrastructure Investment**: - Significant investment in grid infrastructure is necessary to match demand with renewable power supply, particularly in central and western China. Investment in grid infrastructure reached **RMB 600 billion** last year, growing by **15%** year-over-year. [4] 5. **Nuclear Power's Role**: - Nuclear power is expected to play a significant role as a baseload alternative to coal, with investment growing by **42%** last year to **RMB 142 billion**. However, it is projected to remain less than **10%** of the power generation mix. [5] 6. **Fossil Fuels Outlook**: - Coal and oil are expected to decline as China electrifies its economy, with coal-fired power generation declining by **2.5%** in the first half of 2025. Oil consumption is likely to peak before 2030 due to the growth of EVs. [6] Additional Important Insights - The rise of AI and EVs is significantly increasing power demand, with electricity consumption growth expected to continue outpacing GDP growth. [10] - The electrification ratio in China is projected to rise to **35%** by 2030 and **55%** by 2050, driven by new sources of power demand such as data centers and EV charging. [18] - The power multiplier, which indicates the ratio of electricity consumption growth to GDP growth, is expected to increase from **1.3** to **1.4** over the next five years. [32] Investment Implications - Companies like **CATL** are highlighted as top picks due to their strategic positioning in the energy storage market, which is critical for supporting the growth of solar and wind energy. [10]

DOVER, USA, Oct. 07, 2025 (GLOBE NEWSWIRE) -- Sunrise New Energy Co., Ltd. (“Sunrise,” the “Company,” “we,” or “our”) (NASDAQ: EPOW) today announced that its subsidiary, Sunrise (Guizhou) New Energy Materials Co., Ltd., has been granted authorization registration for its invention patent titled “Preparation Method of Anode Material for Energy Storage Lithium-Ion Batteries.” This achievement further reinforces Sunrise’s global leadership in advanced energy storage battery anode materials. The resulting anode ...

Executives from the finance and tech sectors sit at the top of Fortune’s 2025 ranking of the most powerful women business leaders in Asia, as the AI boom and changing financial flows are opening up opportunities for the region’s top businesswomen. Asia’s most powerful woman in business this year is DBS CEO Tan Su Shan, who assumed the top role at Southeast Asia’s largest bank in March. Since taking the helm, she’s had to steer the bank through a revived trade war and the return of alternative financial prod ...

Eos Energy Enterprises, Inc. (NASDAQ:EOSE) shares climbed on Monday after the company announced a multi-year partnership with U.S.-based high-performance power electronics manufacturer Unico. Under the April 2025 agreement, Unico will supply DC-to-DC converters for five years, integrated into Eos’s Z3 Znyth aqueous zinc battery systems. The collaboration aims to enhance efficiency, delivering more energy to end users while supporting cost-effective, long-duration energy storage solutions. “We are pleased ...

Core Viewpoint - Dragonfly Energy Holdings Corp is experiencing a decline in share price following the announcement of a public offering of 20 million shares at $1.25 each, aiming to raise approximately $25 million in gross proceeds [1][5]. Group 1: Public Offering Details - The company has priced its underwritten public offering at $1.25 per share, with a total of 20 million shares being offered, which is expected to generate around $25 million before fees and expenses [1]. - Underwriters have a 30-day option to purchase an additional 3 million shares at the same price, excluding underwriting discounts and commissions [1]. Group 2: Use of Proceeds - The proceeds from the offering will be utilized for working capital and general corporate purposes, including repaying $4 million under its term loan [3]. - The company plans to fund initiatives that generate near-term revenue and advance next-generation battery technologies, particularly focusing on scaling its dry electrode process and solid-state battery development [3]. Group 3: Stock Performance - Dragonfly's shares have seen a significant increase of 423.1% over the past month, but are still down 55.2% year-to-date, despite a 117.6% increase in the last six months [5]. - Following a 100% jump in share price due to funding announcements, the stock was down 23.21% at $1.45 at the time of publication [5].

Group 1: Franklin BSP Realty Trust - Franklin BSP Realty Trust (FBRT) is a real estate investment trust (REIT) that owns and manages single-tenant commercial properties in the U.S. [4] - The company completed a $425 million acquisition of NewPoint, enhancing its lending capabilities and aiming to become a "one-stop shop" for real estate clients [4]. - FBRT's stock price forecast is $14.67, indicating a 32.31% upside from the current price of $11.09, with a unanimous Buy rating from six analysts [4][6]. - Despite a year-to-date decline of over 12%, analysts expect earnings to rise by 6%, which could help reduce the high dividend payout ratio of nearly 145% [6]. Group 2: Evolution Petroleum - Evolution Petroleum Enterprises Inc. (EPM) recently completed a $17 million acquisition in the SCOOP/STACK region, which is mineral-rich [8]. - The current stock price is $5.01, with a 12-month price forecast of $6.10, representing a 21.76% upside [7][8]. - EPM's net income improved by approximately 176% to $3.4 million, along with a 7% increase in adjusted EBITDA [9]. - Analysts forecast a 60% increase in earnings for the coming year, despite the stock being down over 7% year-to-date [10]. Group 3: Enovix Corporation - Enovix Corp. (ENVX) specializes in lithium-ion battery components and trades below $12 per share, despite a recent 30% rally [11]. - The stock has a 12-month price forecast of $17.00, indicating a potential upside of 42.62% [11]. - The company has raised $360 million through a convertible notes offering, with expectations for strategic acquisitions [12]. - There is a divided view among analysts, with half rating ENVX as a Buy and the other half as a Hold, amid a surge in short interest of 16% [13].

Key Takeaways U.S. government backing strengthens domestic lithium supply, reducing geopolitical risks.QuantumScape's solid-state batteries rely on lithium-metal, benefiting from stable access.Lower costs and secured supply could support QS' long-term growth and commercialization.The U.S. government’s recent push to secure domestic lithium supply could be a major tailwind for QuantumScape Corp. (QS) , one of the most promising solid-state battery developers in the electric vehicle (EV) space.Last week, the ...

NEW YORK, Oct. 06, 2025 (GLOBE NEWSWIRE) -- Power Queen today announced its participation in Prime Big Deal Days, making it easier than ever to stay powered longer, safer, and more affordably. During Prime Big Deal Days, customers across the U.S. can save up to 60% off on high-performance LiFePO4 lithium batteries, plus extra stackable discounts on larger purchases. For families and outdoor enthusiasts who want more time “on the road” or “on the water,” this is the moment to upgrade your old lead-acid batt ...