Highlights Nano One awarded C$5M contribution from NRCan to scale and commercialize One-Potâ"¢ LFP Funding supports planned Candiac expansion, including LFP cathode materials development for ESS, defence, and EV markets Government-backed support reinforces Canada's role in building LFP supply chain optionality VANCOUVER, BC / ACCESS Newswire / October 29, 2025 / Nano One® Materials Corp. ("Nano One" or the "Company")(TSX:NANO)(OTCQB:NNOMF)(Frankfurt:LBMB), a process technology company specializing in lithiu ...

Core Viewpoint - QuantumScape Corporation (QS) has received an upgrade to a Zacks Rank 2 (Buy), indicating a positive trend in earnings estimates which is a significant factor influencing stock prices [1][2]. Earnings Estimates and Stock Price Movement - The Zacks rating system highlights the strong correlation between changes in earnings estimates and near-term stock price movements, making it a valuable tool for investors [2][3]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, and changes in these estimates can lead to significant stock price movements due to large transactions [3]. Business Improvement Indicators - The upgrade in QuantumScape's rating suggests an improvement in the company's underlying business, which is expected to be reflected in higher stock prices as investors respond positively [4]. Earnings Estimate Revisions - For the fiscal year ending December 2025, QuantumScape is projected to earn -$0.74 per share, which remains unchanged from the previous year. However, the Zacks Consensus Estimate has increased by 6.8% over the past three months, indicating a positive trend in earnings expectations [7]. Zacks Rank System Overview - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a proven track record of Zacks Rank 1 stocks generating an average annual return of +25% since 1988 [6]. - The upgrade of QuantumScape to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [9].

Core Insights - Corporate participation in deeptech funding rounds has significantly declined, with only 62 out of 192 rounds reported this year, marking a drop from 167 rounds in 2021 and 128 in 2024, indicating a 10% year-on-year decline [1][13][14] - Total investments in deeptech with corporate participation have fallen to $328 million this year, nearly half of 2024's $606 million and far below the peak of $1.3 billion in 2022 [2][14] - Deeptech startups typically require longer development times and higher capital compared to consumer-tech startups, taking about 3-5 years for research and an additional two years for product fine-tuning [1][14] Corporate Involvement - Corporate validation is crucial for deeptech startups, providing both validation and market feedback on product development [2][14] - Corporates are increasingly reluctant to invest in hardware startups due to concerns about meeting customer needs and the associated risks of supply chain failures [3][4][14] - Despite government initiatives like the Rs 1 lakh-crore Research, Development, and Innovation (RDI) Scheme aimed at promoting deeptech, corporate risk aversion persists [4][14] Investment Trends - Deeptech startups in India have raised over $10 billion since 2019 across various sectors, including AI, spacetech, semiconductors, robotics, healthtech, and clean energy [8][14] - Some corporates, such as Zoho, Solar Group, and Archean Chemical Industries, continue to invest in deeptech startups, indicating that strategic fit remains a key factor in corporate investments [12][14] - Founders express concerns about the expectations and potential strings attached to corporate investments, emphasizing the need for clarity on the purpose of seeking corporate partnerships [10][11][14] Market Dynamics - The bias in corporate investments tends to favor existing sectors like electric vehicles (EV) and drone technologies, while deeptech sectors often struggle to attract similar levels of interest [7][14] - Corporate involvement is particularly valuable in helping startups transition from the minimum viable product (MVP) stage to market readiness [6][14] - The challenges faced by deeptech startups include navigating corporate expectations and the potential for exclusivity or takeover agreements that may complicate their growth [10][11][14]

Core Insights - Battery X Metals Inc. has reported a significant improvement in the effective driving range of its Class 3 electric truck, increasing from approximately 40 kilometers to over 200 kilometers after targeted cell replacement and rebalancing, sustained over four months and 2,000 kilometers of real-world operation [1][2][11] Company Update - Battery X Rebalancing Technologies Inc., a subsidiary of Battery X Metals, completed a Validation Assessment confirming stable range performance of the Electric Truck after four months and over 2,000 kilometers of operation [3][11] - The Electric Truck achieved an estimated driving range of approximately 250 kilometers during Trial 1 and approximately 220 kilometers during the Validation Assessment, demonstrating sustained performance improvements [2][3][13] - Prior to the intervention, the Electric Truck had a Pre-Rebalancing Effective Driving Range of approximately 40 kilometers per charge, indicating a more than fivefold improvement post-rebalancing [11][14] Validation Assessment Results - The Validation Assessment confirmed that the Electric Truck's rebalanced battery pack maintained a range of approximately 250 kilometers in Trial 1, closely aligning with the Initial Performance Trial Estimated Range of approximately 265 kilometers [12][13] - The results from the Battery Performance Trials indicated normal variations in range performance correlated to differences in state of charge (SOC) during the trials, with a weighted average estimated full-charge range of approximately 220 kilometers [9][10][11] Industry Context - The global electric vehicle (EV) market is experiencing rapid growth, with sales reaching approximately 17.1 million units in 2024, a 25% increase from 2023 [18] - By 2031, nearly 40 million electric, plug-in hybrid, and hybrid vehicles are expected to fall outside their original warranty coverage, highlighting the need for technologies that extend battery life and reduce ownership costs [19] - Battery X Rebalancing Technologies aims to address battery lifecycle challenges by developing proprietary technologies to enhance the sustainability of electric transportation and reduce the need for costly battery replacements [20][23]

Core Insights - JD.com, in collaboration with CATL and GAC Group, has officially launched the "Aion UT Super" model under the "National Good Car" initiative, featuring Huawei's cloud vehicle technology and a 500KM range battery with rapid battery swapping capabilities [1][3]. Group 1: Product Launch and Features - The "Aion UT Super" is equipped with CATL's chocolate battery swapping technology, allowing for battery replacement in just 99 seconds [1]. - The vehicle's body structure utilizes a high-strength cage design, with over 70% high-strength steel, enhancing impact resistance by 18% [4]. - The car's overall weight exceeds similar models by 300kg, with a wider wheelbase and tire width, improving grip and dynamic performance [4]. Group 2: Strategic Collaborations - JD.com announced a strategic partnership with Changan Automobile to enhance marketing channels and develop smart logistics and new energy vehicles [3]. - A collaboration with CATL focuses on the battery aftermarket, promoting a battery separation model and exploring sodium battery technology and electric logistics [3].

Core Viewpoint - QuantumScape's third-quarter results exceeded analyst expectations, leading to a significant increase in its stock price [1] Company Summary - QuantumScape reported a loss of 18 cents per share, an improvement from a loss of 23 cents per share in the same quarter last year [1] - The consensus estimate from analysts was a loss of 20 cents per share, indicating that QuantumScape outperformed expectations [1] - The company's losses over the previous eight quarters ranged from 20 to 25 cents per share, showing a trend of decreasing losses [1]

Core Insights - Focus Graphite's Lac Knife graphite anode material has successfully passed Phase I battery validation testing, confirming its high purity and suitability for lithium-ion battery applications [3][4][6] - The material achieved an electrochemical capacity of approximately 371 mAh/g, nearing the theoretical maximum for graphite, and surpassed C4V's qualification benchmarks [5][6] - The advancement to Phase II of the qualification program will involve pouch-cell fabrication and large-format validation for commercial-scale evaluation [4][8] Testing and Validation - Independent U.S. laboratories, Charge CCCV LLC (C4V) and American Energy Technologies Company (AETC), conducted the validation testing, confirming the material's performance under established parameters [3][4] - The testing showed that Focus's Lac Knife material exceeded internal baseline qualification thresholds, indicating readiness for large-format pouch-cell validation [4][5] - The results from this testing establish a modern industry-standard baseline for future commercial evaluations and offtake qualifications [6] Future Steps - Focus Graphite plans to continue collaboration with C4V and AETC to explore additional large-format testing initiatives, emphasizing scalability and performance consistency [4][9] - The company aims to establish a North American supply of high-performance, ESG-compliant graphite anode material, supporting energy transition and critical minerals independence [9] - Focus Graphite is committed to dual-use battery initiatives that serve both civilian and defense-sector applications [9]

Core Insights - Enovix Corporation will release its financial results for Q3 2025 on November 5, 2025, after market close [1] - A live video call will be held on the same day at 2:00 PM PT / 5:00 PM ET to discuss business updates and financial results [2] - Enovix is a leader in advanced lithium-ion battery technology, focusing on silicon-anode batteries that offer higher energy density and improved safety [3] Company Overview - Enovix's proprietary cell architecture is designed for a variety of applications, including wearable electronics, mobile communications, industrial, and electric vehicles [3] - The technology developed by Enovix supports longer battery life and faster charging, addressing the increasing global demand for high-performance energy storage [3] - The company holds a strong portfolio of issued and pending patents related to its battery design and manufacturing process [3] Company Locations - Enovix is headquartered in Silicon Valley and has facilities in India, South Korea, and Malaysia [4]

Core Insights - Dragonfly Energy Holdings Corp. has regained compliance with Nasdaq's minimum bid price and market value requirements, ensuring its continued listing on the Nasdaq Capital Market [1] - The company will remain under a Mandatory Panel Monitor for one year, which could lead to a Delist Determination Letter if compliance is not maintained [1] Company Overview - Dragonfly Energy is a leader in lithium battery technology, focusing on cell manufacturing, battery pack assembly, and full system integration [2] - The company is known for its Battle Born Batteries® brand and has deployed hundreds of thousands of battery packs through top-tier OEMs and a diverse retail customer base [2] - Dragonfly Energy utilizes a patented dry electrode manufacturing process to produce chemistry-agnostic power solutions for various applications, including energy storage systems, electric vehicles, and consumer electronics [2] - The company's mission includes the future deployment of proprietary, nonflammable, all-solid-state battery cells [2]

Ilika PLC (AIM:IKA, OTCQX:ILIKF) has completed commissioning of its automated Goliath solid-state battery (SSB) pilot line, marking a key milestone toward commercialisation of its large-format battery technology.The 1.5MWh facility is now fully operational, enabling production of consistent, high-yield cells for customer validation and testing programmes.The British battery technology developer said the pilot line will support the delivery of 10Ah P1.5 generation prototypes from December, followed by 50Ah P ...