Uploaded April 2026 | Updated September 2026, 2 weeks ago
SpaceX filed confidentially for IPO on April 1st, targeting June 2026 debut with $50-75 billion raise
Company values itself at over $1 trillion (comparable to Saudi Aramco's 2019 IPO at $1.7T)
Could make Elon Musk the world's first trillionaire; signals wave of mega-IPOs (OpenAI, Anthropic may follow)
Tesla delivered 358,023 vehicles in Q1 2026 (6% YoY growth, but 14% down from Q4 2025), missing Wall Street's 365K estimate
Musk's prediction coming true: "~80% of Tesla's value will be Optimus" (humanoid robot). Model S/X production ended; Fremont factory converting to Optimus manufacturing with 1M robot/year target
Energy storage deployments hit 8.8 GWh - Tesla pivoting from cars to AI, autonomy, and robotics as core value drivers
Rivian delivered 10,365 vehicles in Q1 2026, beating estimates of 9,678; Ford's EV sales "cratered" in Q1, leaving Rivian to dominate
Reaffirmed full-year guidance of 62K-67K deliveries despite loss of $7,500 federal tax credit in September 2025
New R2 model (starting ~$45K) launching spring 2026; Uber partnership announced with $1.25B investment to deploy autonomous R2 robotaxis from 2028
Canada cut Chinese EV tariffs from 100% to 6.1% (China reduced canola tariffs from 85% to 15% in exchange). Initial cap: 49K imports/year (❤️% of market), half must be priced under C$35K
Chinese EVs now closing in on U.S. from both borders (already popular in Mexico). Chinese brands expected to control 30% of global vehicle market by 2030
Trump paradoxically welcomed Chinese factories in U.S.: "If they want to come in and build the plant...that's great." Geely (owns Volvo) plans U.S. expansion announcement within 2-3 years
China's National Automotive Standardization Committee will release first solid-state battery standard in July 2026, defining liquid/hybrid/semi/all-solid-state categories by electrolyte type (sulfide, oxide, polymer, halide) and conducting ion (lithium/sodium)
FAW Group installed "industry-first" lithium-rich manganese semi-solid-state battery (500 Wh/kg, 142 kWh, 1,000 km range). BYD, Dongfeng, GAC beginning production 2027; mass production ~2030
Mercedes-Benz drove modified EQS with Factorial Energy solid-state batteries 1,205 km (750 mi) on single charge; Factorial launched first U.S. solid-state program with Karma Automotive
Global battery storage now exceeds hydropower capacity; 2026 projected to add 130+ GW in single year (China leading). The Energy Storage Report 2026 highlights grid-forming technology, fire safety (NFPA 855), and bankability as key trends
Shift toward longer-duration designs; U.K. adds 1.8 GWh (SSE, Matrix, Drax, Voltaria projects). Germany's merchant-only market (no subsidies) proving BESS viable on energy arbitrage alone
Tesla's 8.8 GWh Q1 storage deployment shows battery storage becoming larger revenue stream than automotive for some players
SpaceX filed confidentially for IPO on April 1st, targeting June 2026 debut with $50-75 billion raise
Company values itself at over $1 trillion (comparable to Saudi Aramco's 2019 IPO at $1.7T)
Could make Elon Musk the world's first trillionaire; signals wave of mega-IPOs (OpenAI, Anthropic may follow)
Tesla delivered 358,023 vehicles in Q1 2026 (6% YoY growth, but 14% down from Q4 2025), missing Wall Street's 365K estimate
Musk's prediction coming true: "~80% of Tesla's value will be Optimus" (humanoid robot). Model S/X production ended; Fremont factory converting to Optimus manufacturing with 1M robot/year target
Energy storage deployments hit 8.8 GWh - Tesla pivoting from cars to AI, autonomy, and robotics as core value drivers
Rivian delivered 10,365 vehicles in Q1 2026, beating estimates of 9,678; Ford's EV sales "cratered" in Q1, leaving Rivian to dominate
Reaffirmed full-year guidance of 62K-67K deliveries despite loss of $7,500 federal tax credit in September 2025
New R2 model (starting ~$45K) launching spring 2026; Uber partnership announced with $1.25B investment to deploy autonomous R2 robotaxis from 2028
Canada cut Chinese EV tariffs from 100% to 6.1% (China reduced canola tariffs from 85% to 15% in exchange). Initial cap: 49K imports/year (❤️% of market), half must be priced under C$35K
Chinese EVs now closing in on U.S. from both borders (already popular in Mexico). Chinese brands expected to control 30% of global vehicle market by 2030
Trump paradoxically welcomed Chinese factories in U.S.: "If they want to come in and build the plant...that's great." Geely (owns Volvo) plans U.S. expansion announcement within 2-3 years
China's National Automotive Standardization Committee will release first solid-state battery standard in July 2026, defining liquid/hybrid/semi/all-solid-state categories by electrolyte type (sulfide, oxide, polymer, halide) and conducting ion (lithium/sodium)
FAW Group installed "industry-first" lithium-rich manganese semi-solid-state battery (500 Wh/kg, 142 kWh, 1,000 km range). BYD, Dongfeng, GAC beginning production 2027; mass production ~2030
Mercedes-Benz drove modified EQS with Factorial Energy solid-state batteries 1,205 km (750 mi) on single charge; Factorial launched first U.S. solid-state program with Karma Automotive
Global battery storage now exceeds hydropower capacity; 2026 projected to add 130+ GW in single year (China leading). The Energy Storage Report 2026 highlights grid-forming technology, fire safety (NFPA 855), and bankability as key trends
Shift toward longer-duration designs; U.K. adds 1.8 GWh (SSE, Matrix, Drax, Voltaria projects). Germany's merchant-only market (no subsidies) proving BESS viable on energy arbitrage alone
Tesla's 8.8 GWh Q1 storage deployment shows battery storage becoming larger revenue stream than automotive for some players
