Entries by carbonfund

Tesla Q1 2026 Hits $22.38B Revenue – But Do Weak Deliveries and Falling Credits Expose a Fragile Growth?

Tesla (TSLA) reported a mixed performance in the first quarter of 2026 (Q1 2026. The company beat earnings expectations and delivered stronger margins, but several underlying trends pointed to weakening demand signals and rising execution pressure across key segments. Earnings Beat, But Growth Is Not Fully Organic Tesla posted revenue of $22.38 billion, slightly ahead […]

Lucid (LCID) Stock Slides Despite $500M Uber Bet and 35,000-Vehicle Robotaxi Deal

Uber Technologies has taken a deeper financial and strategic position in Lucid Group, signaling strong confidence in the future of autonomous mobility. However, despite a billion-dollar capital boost and a major robotaxi expansion plan, market sentiment around Lucid remains cautious. The latest developments highlight a widening gap between long-term vision and near-term execution risks. Uber […]

Rivian (RIVN) and Redwood Deploy 10 MWh Second-Life Battery Storage at Illinois Factory

American EV maker Rivian and battery recycling leader Redwood Materials are showing how retired EV batteries can do more than power cars. Their new partnership at Rivian’s Illinois manufacturing plant uses second-life batteries as stationary energy storage, creating a model that could support factories, strengthen the grid, and lower electricity costs. The project starts with […]

EV Batteries Need Nickel: Why Class 1 Supply Is Becoming Critical Amid Global Conflict

Disseminated on behalf of Alaska Energy Metals Corporation. The electric vehicle (EV) revolution is unfolding at full speed. EV sales, battery factories, and electrification plans are all increasing rapidly across the world. But behind this clean‑energy success story lies a growing risk that few people fully grasp: the supply of high‑purity nickel — known as […]