ALB crossed into true capitulation this scan — RSI fell from 25.3 to 23.7, the first sub-25 print in this watchlist in weeks — while TE plunged -15.31% in a single session, pushing its RSI to 26.4 and its 30-day change to -53.27%, the deepest deterioration on the board. LCID was the other headline mover, but in the opposite direction: a single-day +21.54% pop drove its RSI from 51.4 back up to 63.9, the third time in recent scans this name has round-tripped a sharp move — treat it as the same chase risk flagged before, not a new entry signal. Against that, LI, NIO, and XPEV all recovered out of the oversold band into neutral territory, while BE and TSLA continued grinding lower with no basing evidence.

Data as-of 2026-07-28 close. All numbers from precomputed summaries/ev-clean-energy.json. Prior scan: 2026-07-25-ev-clean-energy (2026-07-25, data as-of 2026-07-24 close).

ALB is the headline this scan. It sat "right at the doorstep" of capitulation last scan at RSI 25.3; this scan it crossed the line to 23.7, the first true sub-25 print in this watchlist in recent weeks. Its 30-day change actually improved on paper (-22.31%→-12.77%, a rolling-window effect as a weaker earlier month drops out of the calculation), but the RSI and price ($114.85→$113.16) both continued lower.

TE is the other deep breakdown. It fell -15.31% in a single session, the sharpest one-day move in this watchlist, pushing its RSI from 30.6 to 26.4 and its 30-day change to -53.27% — the steepest deterioration of any name on this board. BE also kept falling, dropping -11.34% in a session, with RSI easing from 36.2 to 33.3 and the 7-day change worsening from -13.99% to -26.26%; its 30-day change nudged less negative (-43.32%→-39.33%) purely on a window-rollover basis, not because the chart improved.

LCID is the standout on the other side, though not necessarily a good one. A single-day +21.54% pop drove its price from $6.30 to $7.90 and its RSI from 51.4 back up to 63.9. This is the same name whose prior +32.61% weekly pop was explicitly flagged as "chase risk, not an entry" two scans ago, and that reversed hard; this move looks like the same pattern repeating rather than a new, durable base.

The more encouraging development is that LI, NIO, and XPEV all recovered out of the oversold band. LI's RSI climbed from 39.5 to 56.3 as its 30-day change flipped from -2.18% to +11.1%; NIO's RSI rose from 31.9 to 40.9; XPEV's from 36.3 to 42.0. TSLA didn't join them — its RSI held roughly flat at 27.4 (from 28.1), but its 7-day change worsened from -17.81% to -18.87% and its 30-day change deepened from -16.64% to -25.35%, still firmly in a "collapse" regime with no basing evidence.

• ALB crossed into true capitulation: RSI 25.3→23.7, price $114.85→$113.16, 7D -4.91%→-4.60%, 30D -22.31%→-12.77% (window-rollover, not a chart improvement).
• TE plunged: single-day -15.31%, RSI 30.6→26.4, price $5.00→$4.15, 7D -14.38%→-31.97%, 30D -41.38%→-53.27% — the sharpest deterioration in the group.
• BE kept falling: single-day -11.34%, RSI 36.2→33.3, price $184.89→$166.84, 7D -13.99%→-26.26%, 30D -43.32%→-39.33% (window-rollover).
• LCID round-tripped again: single-day +21.54%, RSI 51.4→63.9, price $6.30→$7.90, 7D -14.40%→+7.92%, 30D +22.33%→+21.35% — same "chase risk" pattern flagged two scans ago.
• LI recovered out of oversold: RSI 39.5→56.3, price $12.12→$13.21, 7D -2.18%→+8.19%, 30D -2.18%→+11.10%.
• NIO recovered out of oversold: RSI 31.9→40.9, price $4.49→$4.68, 7D -7.99%→-2.30%, 30D -8.37%→-5.45%.
• XPEV recovered out of oversold: RSI 36.3→42.0, price $12.33→$12.71, 7D -8.87%→-4.65%, 30D -1.20%→-0.70%.
• TSLA held near its lows: RSI 28.1→27.4, price $313.03→$307.44, 7D -17.81%→-18.87%, 30D -16.64%→-25.35%.
• BYDDY strengthened: RSI 54.9→60.4, 30D +15.71%→+23.42%.
• Oversold breadth narrowed slightly: 19 of 22 names last scan → 15 of 22 this scan, with ALB now separately in capitulation.

"Golden cross" (RIVN, BE, PLUG, ENPH, SEDG, FSLR, LIT, SQM, DRIV, KARS, TAN, ICLN, NXT, ENS, TE) confirms a longer-term uptrend, but it lags price — BE and TE both still carry one after five-plus straight weak scans, which is why the trend labels matter more than the cross for a near-term read. "Death cross" names (TSLA, BYDDY, LI, NIO, XPEV, LCID, ALB) are the core EV-maker and lithium cohort, structurally separate from the golden-cross clean-energy/industrial names. RSI below 30 (ALB, TE, TSLA, PLUG) flags oversold, not a buy — a falling-knife name in a "down" or "collapse" regime is a value trap until the trend itself turns. LCID's repeated single-day round-trips are a volatility pattern specific to this name, not a signal to chase.

Capitulation (RSI<25): ALB (23.7) — the first name in this watchlist to cross below 25 in recent scans.

Oversold (25-40): 15 of 22 names — TE, TSLA, PLUG, ICLN, LIT, TAN, DRIV, KARS, SEDG, BE, FSLR, ENPH, ENS, SQM, NXT — down from 19 last scan as LI, NIO, and XPEV recovered out, but still the widest oversold band of any scan on the desk with no basing evidence across the group.

Neutral/Strong (40+): LCID, BYDDY, LI, RIVN, XPEV, NIO — up from 3 last scan. LCID's strength is a single-day pop rather than a sustained trend; LI's recovery (+11.10% 30D, flipped from negative) is the more durable-looking read of the three.

NEW CAPITULATION: ALB ($113.16, RSI 23.7, -48.80% from high) crossed below the oversold line into true capitulation.

SHARPEST BREAKDOWN: TE ($4.15, RSI 26.4, -66.77% from high) fell -15.31% in a single session, its 30D change now -53.27%.

CHASE-RISK REVERSAL: LCID ($7.90, RSI 63.9, -71.58% from high) round-tripped a +21.54% single-day pop — the same pattern flagged as chase risk two scans ago.

RECOVERED OUT OF OVERSOLD: LI, NIO, and XPEV all cleared RSI 40 this scan, the most encouraging technical development in the group.

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-28 close — ev-clean-energy.