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EV Battery Industry In Decline

What is RA's exposure to the EV Battery industry and how will it react to the reduction in demand? Is RA still using AlixPartners as consultants?

From a recent automotive news article:

Overcapacity Ahead

AlixPartners speculates that global production of EV batteries will be roughly three times greater than demand for EVs in 2030. By that time, EV battery production capacity in North America is expected to roughly quadruple.

According to Nikkei Asia, many manufacturers are already scaling back their ambitious battery production plans. Ford, one of the most aggressive investors in U.S. battery manufacturing, is a prime example. The company is building a $5.8 billion facility in Kentucky with its partner SK On, which is expected to employ about 5,500 people by 2030.

However, the Blue Oval already reduced its planned battery capacity by 35 percent. It also recently halted production of the F-150 Lightning indefinitely due to dwindling demand in North America.

General Motors has also been forced to make changes. It has been confirmed that 1,550 workers at the battery plants it operates alongside LG Energy Solution in Ohio and Tennessee will be sacked due to “slower near-term EV adoption and an evolving regulatory environment.”

Nikkei Asia also reports that Panasonic opened a new battery factory in Kansas in July, but has yet to say when it will reach full-scale production. Initially, it was expected to hit this mark by the end of the 2026 fiscal year. However, as a major supplier to Tesla, it has been affected by the fall in demand for EVs as well.

Slowing EV sales in the States have led to the cancellation of some endeavors entirely. T1 Energy was planning to build a battery plant in Georgia, but has since canned the project.

#EV #ElectricVehicles #Market #Demand #Layoffs

China EV Sales Numbers Faked?

https://www.autoextremist.com

"China much better than John Wayne USA" (or are they?)

“In China, you can buy a heavily discounted ‘used’ electric car that has never, in fact, been used. Chinese automakers, desperate to meet their sales targets in a bitterly competitive market, sell cars to dealerships, which register them as ‘sold,’ even though no actual customer has bought them. Dealers, stuck with officially sold cars, then offload them as ‘used,’ often at low prices."

#Automotive #China #Competition #Market #Sales

Sales down bad at northpark

Now because Plano is going to close. They threw out a fig leaf. They want to keep flagship open..Taxpayers already bailed it out.

Hope the city council doesn't give more money to this debt ridden company . While legitimate things could occur...I know Nordstrom would never do such and I support them. Even if their stuff is tame. Bloomingdales is looking at this market as ripe besides panned store in Frisco.

#BudgetCuts #Company #Layoffs #Market #OfficeClosure

Please be helpful

It’s a rough time right now. A lot of us are worried about our jobs, not because we’ve never lost or changed jobs before, but because the market is terrible. Everyone’s on edge. So if you share anything, make sure it’s reliable or at least somewhat grounded. We need to be mindful of what people are going through. This is the time to support each other, not stir up fear or spread bait.

#Fear #JobSecurity #Market #Support #Uncertainty

Retail impacted

I'm sure a lot of you have seen others posts around retail but I got some solid numbers. 180 stores were impacted today which they are still required to work today which is very sh---y. 179 stores will divest and one will close. It is 30 stores per market. After everything we will go down to two markets. All of the teams will be either consolidated or impacted. This also means that territories and districts will be redrawn and that will cause impacts to local retail ops.

#Consolidation #Divestiture #Market #Retail

Nike be warned!!! don't get too close with amazon

dealing with amazon might be sweet in the beginning but it will ki-l you down the line.

Yes, amazon will deliver few billion dollars of sales immediately but keeping them close will ki-l you down the line by cutting independence, originality, fresh new views, objectivity!!
Look at Toys are us, book publishers and latest victim is turns out is UPS. This is short list that comes to my head

Nike be free and independent !!!

#Partnership #Strategy #Retail #Market #Risk

Ford needs to embrace and target the Trailer Trash Market, including broke crack head Ford production workers because that's today's buyer.

Broke, lousy credit history, multiple evictions, divorced and being crack or me-h heads is no way to go but that's the current market out there. Pretty bleak, but Ford's got to sale cars.

Ford ought to approach GM to discuss buying the 1964 Chevrolet Corvair Monza Corvair design. Ford could ramp up production to build the 1964 Corvairs fast just as GM did in 1963-64 and slap the blue oval on all of them. Ford can market the Corvairs exclusively to the trailer trash market. Later Ford can form a Repo company to sn---h the cars back after failed payments by owners and Ford can resale them again.

#MarketResearch #Market #Demand #Autos

Revaluation of the Vernova Stock price

Want to know what bold financial bets underpin this target? The narrative hinges on a game-changing revenue outlook and projected margin jumps over the next few years. See what specific assumptions drive the calculation and why consensus thinks a rerating might be ahead.

However, persistent losses in the Wind division and heavier exposure to volatile, large-scale projects could quickly reverse optimism around GE Vernova’s margin outlook.

Not looking Good Enough anymore is it?

#Finance #FinancialResults #Investment #Market #Revenue

Waiting for the move

So, I've been holding on to my Shel shares waiting for them to announce the move to the US. I figure that's the last rabbit to pull out of the old hat, and then the show is over. Honestly, shares have been on a rise lately and its been a decade since they've been this high and there is no discernible reason for the price to be this high. I've sold some just in case this is the highest they get. But I am speculating that the price jumps when Shell moves to the US. I mean its not value, its not growth potential, its not the buy-backs, its not the leadership and their vision. We're all waiting and hoping for the announcement that makes the shares jump so we can sell. Shows over soon I hope.

#Acquisition #Company #Layoffs #Market #SharePrice

Market Rating in Atlanta

When are they finally going to adjust the market rating for Atlanta from an N2 to an N3? They reclassified Dallas an N3 market, yet Atlanta is more expensive to live in and pay has gone up significantly from what I can see on LinkedIn. I know they cited market pay last time, yet T mobile and Verizon have major offices here and their pay bands are significantly higher than ATT, plus they are hybrid and remote still. When is ATT going to change our market indicator?

#Compensation #HybridWork #Hybrid #Market #Pay

How long will the decline last?

Our stock has been on a steady decline for the last 6 months and shows no sign of any rebound. We now stand at more than an 11% decrease in stock price during this time period. On Market capitalization of $323 Billion, we ( our shareholders) have lost an amazing $32 Billion in this amount of time. How long will the patience last? How long will SAP go before it must drastically cut costs to stop the losses since we are not able to close the gap with increased revenue?

Do not think that our Board does not see that major layoffs are accelerating across sectors, with Amazon cutting 14,000 jobs, UPS slashing 48,000 positions and Microsoft (our partner) on track to cut at least 16,000 so far this year (with perhaps more to come).

The reality is that some of the factors driving these layoffs are beyond SAP's control and were cited by our CFO in the Q3 review, such as: Trump’s tariffs, rising operational costs and massive AI investments as primary drivers of the widespread job cuts. At the same time SAP will increase it's proposed buyout of $4.5 Billion of BlackLine, which offer they rejected. The message is clear, SAP's only hope of survival is to attempt to "buy" our way into profitability and market survival.

But will it work? I think not by itself. Let us all be prepared, our Board is fighting for their own survival. Shareholders will not close out the year on such poor stock performance without some pull back. The "quick" fix will be to do with so many other companies are doing which is to employ widespread layoffs to hopefully reduce the damage the stock has been suffering from for the last half of this year. Q4/25 and Q1/26 are likely not to be good for us - stay alert and prepare yourselves for what may be coming in the months ahead.

#CostCutting #FinancialResults #Layoffs #Market #Stock