➀ Nyobolt, a Cambridge University EV fast-charge battery startup, has averted a funding crisis by signing new contracts and is on the verge of a new cash injection. ➁ The company has contracts valued over $120 million and is in talks with eight car manufacturers about using its technology in electric supercars. ➂ Nyobolt had a loss of £20 million in 2023 on revenue of £67,000.

➀ Ed confides in his diary about leading the government's growth efforts; ➁ He proposes bringing Chinese EV manufacturers to the UK to stimulate the economy and meet net zero targets; ➂ The plan includes generous incentives for local authorities and benefits for both UK and European component manufacturers.

➀ BatteryOK Technologies introduces EV Doctor, an AI device that revolutionizes battery diagnostics for electric vehicles; ➁ The company was founded by Shubham Mishra and Ajay Vasisth in 2019; ➂ EV Doctor is designed to provide rapid diagnostics of lithium-ion batteries at various stages of their lifecycle.

1. Despite a $1.75 billion funding boost and the launch of an intriguing SUV, Lucid continues to face financial issues, leading to a maintain Sell rating. 2. Lucid's focus on luxury, innovation, and vertically integrated manufacturing sets it apart in the EV market. 3. The advanced Arizona facility is crucial for expanding production beyond sedans and achieving sustainable profits.

1. Honda and Nissan are in the process of forming a new partnership to avoid bankruptcy; 2. The new entity could split Japan's auto industry into two camps; 3. The partnership aims to restore global competitiveness and invest in new technologies.

➀ Astute Group, a UK-based distributor, has signed a distribution agreement with Wise-integration, a French specialist in GaN and GaN ICs for power conversion, covering EMEA. The agreement aims to accelerate the adoption of GaN technology in key markets. ➁ WiseGan family of GaN power devices and WiseWare digital control software offer performance advantages over silicon solutions. ➂ The collaboration aims to drive innovation and integrate GaN technology across various sectors.

➀ ROHM and TSMC have established a strategic partnership; ➁ The collaboration focuses on GaN power device development and production for electric vehicles; ➂ The partnership leverages ROHM's device development technology and TSMC's GaN-on-silicon process technology.

1. XPeng's deliveries are rising due to the Mona M03 and P7+ models; 2. XPeng's vehicle margins are still lower than Li Auto and NIO; 3. XPeng's Q4 delivery guidance is strong with a projected 51% year-over-year growth.

➀ EV sales in Q3 2024 increased by 19.3% year-on-year, with 4.123 million units sold; ➁ Tesla held the top position with an 18.5% market share, followed by BYD with 17.5%; ➂ Chinese brands Leapmotor and Chery made notable gains in global BEV sales.

1. General Motors is highlighted as a top pick for 2025 due to its improving EV momentum, attractive valuation, and solid financial performance. 2. The article discusses the Dean's List of companies with top grades across Seeking Alpha's Quant factors. 3. The author, Joseph E. Jones, compares the performance of General Motors with other companies on the list, such as Tenet Healthcare and Discover Financial Services.

1. NIO reported better-than-expected Q3 earnings with record deliveries and improved vehicle margins; 2. The EV maker is experiencing strong momentum for its ONVO-branded EVs and expects significant delivery growth until March 2025; 3. NIO aims for break-even by FY 2026, with shares currently undervalued.

➀ Infineon and Stellantis are collaborating on the power architecture for Stellantis' electric vehicles, signing major supply and capacity agreements. These agreements cover Infineon's smart power switches, SiC semiconductors, and AURIX microcontrollers. ➁ The partnership will establish a Joint Power Lab to define the next-generation scalable and intelligent power architecture. ➂ Infineon's facilities and partnerships, including its SiC fab in Malaysia and joint ventures with TSMC and ESMC, will support the increased demand for auto ICs.

1. President Trump proposes up to 10% universal tariffs on US imports; 2. The EU implements new tariffs on electric vehicles from China; 3. U.S. worker strikes, lower EV demand, and cheaper Chinese alternatives impact automakers; 4. Tesla's Q3 earnings show improvement, but cost challenges persist; 5. GM is the #2 EV seller in America, showing resilience amidst trade disruptions.

➀ Discuss the most common misconceptions about EV batteries; ➁ Explore the wireless BMS as a promising new technology in the EV industry

➀ Discussing the challenges faced in electric-vehicle charging infrastructure; ➁ Analyzing the impact on energy consumption and sustainability; ➂ Exploring potential solutions and future developments in the field.

➀ Stockholm has launched the world's first electric hydrofoil ferry, the Candela P-12 model 'Nova'. It completes a 15 km route in under 30 minutes, reducing travel time by half compared to conventional boats. ➁ The 'Nova' runs on 100% renewable electricity, with minimal noise and high efficiency. It requires no costly dock infrastructure, charging at a regular car fast charger. ➂ The ferry will operate until the waters freeze in autumn 2024, resuming service in spring and continuing through August 2025.

1. Maintain a 'buy' recommendation for Tesla after the stock closed 22% higher following 3Q24 earnings; 2. GAAP gross margin exceeded expectations at 19.8%, marking the second consecutive margin expansion; 3. Management forecasts a 20%-30% increase in vehicle production and a significant increase in Cybercab production by 2026.

1. The utilities sector has surged 28% YTD, driven by AI data center energy demand and increasing EV adoption; 2. Utilities with nuclear power could benefit as tech giants seek clean energy; 3. A resurgence in natural gas-fired plants is underway with 200 facilities under development; 4. SA Quant has identified four top-rated utilities stocks with strong buy recommendations.

1. The author initially rated Rivian 'Sell' in 2021 and upgraded to 'Buy' in July 2024, acknowledging his early and incorrect assessment. 2. Rivian's Q2 2024 results showed significant gross profit losses and production disruptions, leading to a downgrade of future earnings estimates by Wall Street. 3. Despite a strong cash position from the VW deal, Rivian's continuous cash burn and deferred break-even projections raise concerns. The challenges in growth and profitability, along with increasing EV competition, make it difficult to maintain a bullish stance. The author downgrades to 'Hold' based on fundamentals not supporting a bullish stance.