EV / Clean Energy Scan — September 11, 2026 Close
EV / Clean Energy Scan — September 11, 2026 Close
BE kept extending on top of last scan's confirmed earnings beat — RSI climbed from 63.1 to 65.0 on another +9.05% week — while LCID deepened toward capitulation (RSI 35.1→30.8, week -9.83%) with no catalyst on file. NIO stabilized off last scan's capitulation low (RSI 24.5→27.3, week easing to -2.89% from -13.04%) but remains a 52-week-low structure. The lithium complex had its softest week yet — SQM and BYDDY both dropped over 7% with nothing established behind either move.
Data as-of 2026-09-11 close. All numbers from precomputed summaries/ev-clean-energy.json. Prior scan: 2026-09-04-ev-clean-energy (2026-09-04, data as-of 2026-09-04 close) — the summary's own 7-day window runs 2026-09-04 to 2026-09-11, so the comparisons below line up exactly with that prior scan.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟡 A widening split — BE's confirmed-catalyst rally keeps extending while LCID and the lithium names (SQM, ALB, BYDDY) all sold off hard this week with no news on file. |
| Key insight | LCID is now 83.3% below its 52-week high and 49.2% below its 200-day — by far the board's weakest structure, and it deepened further this week rather than stabilizing. |
What's Going On
BE kept extending on top of last scan's confirmed Q2 beat and raised guidance: RSI climbed from 63.1 to 65.0, price from $252.87 to $275.75, and the week added another 9.05%. Its news receipt (fetched 2026-09-11) confirms continuing coverage of the raised-guidance story dated through Sept 9, though no new catalyst beyond what was already on file — this reads as a continuation of the confirmed move flagged last scan. BE is now 41.6% above its 200-day average with an extraordinary trailing-year return of +309.79% (alpha1y +293.57) — an already-exceptional trend extending further.
LCID remains the board's weakest structure by a wide margin and deepened further: RSI fell from 35.1 to 30.8, price from $4.68 to $4.22, and the week dropped 9.83% (30-day now -35.47%). No fresh news receipt was checked to establish a cause for this week's decline. LCID is now 49.2% below its 200-day with a trailing year of -78.79% (alpha1y -95.01) and sits 83.27% below its 52-week high — the most damaged structure on this board, still deteriorating.
NIO stabilized off last scan's capitulation-tier print: RSI rose from 24.5 to 27.3, price from $3.80 to $3.69, and the week eased to -2.89% from -13.04% — a smaller decline than last scan's crash, though price is still lower in absolute terms and the stock sits 53.99% below its 52-week high. NIO's earnings-beat catalyst from last scan (reported Sept 1) remains the last confirmed event on file; nothing new explains this week's continued (if slower) slide. NIO is 28.7% below its 200-day with a trailing year of -39.21% (alpha1y -55.43) — still a deeply damaged trend.
The lithium complex had its softest week of this stretch. SQM fell 8.57% (RSI 49.8→36.0, the sharpest lithium move) and ALB fell 6.94% (RSI 42.1→34.9), with neither news receipt checked fresh enough to establish a cause. BYDDY, a Hong Kong-listed OTC ADR and research-only on this desk, dropped 7.32% on the week (RSI 40.9→31.2) with only a stale earnings-report listing on file (fetched Sept 3, covering the Aug 28 print) — no fresh catalyst established. Despite this week's declines, SQM (+64.0% trailing year, alpha1y +47.78) and ALB (+56.59%, alpha1y +40.37) both remain well ahead on the long horizon even though both sit below their 200-day (SQM -8.5%, ALB -25.0%) — deep pullbacks inside still-positive multi-year trends, not breaks.
TSLA continued higher — RSI held flat-to-up (50.9→54.5), week +1.49%→+3.21%, 30-day +10.12%→+11.58% — though it remains 8.4% below its 200-day with a trailing year near flat (-0.91%, alpha1y -17.13), a trend still genuinely under test despite the positive week. FSLR improved (RSI 41.4→47.1, week +2.24%) while NXT deepened its 30-day slide further (-15.34%→-20.04%, RSI roughly flat at 38.7).
What Changed Since Prior Scan (2026-09-04 close → 2026-09-11 close)
- BE extended its confirmed-catalyst rally: RSI 63.1→65.0, price $252.87→$275.75, 7D +20.01%→+9.05%, 30D +7.91%→+16.27%.
- LCID deepened toward capitulation: RSI 35.1→30.8, price $4.68→$4.22, 7D -6.6%→-9.83%, 30D -30.15%→-35.47%.
- NIO stabilized off last scan's capitulation low: RSI 24.5→27.3, price $3.80→$3.69, 7D -13.04%→-2.89%, 30D -18.28%→-18.72%.
- SQM posted the lithium complex's softest week: RSI 49.8→36.0, price $76.43→$69.88, 7D -2.81%→-8.57%, 30D +9.11%→-1.92%.
- ALB fell further: RSI 42.1→34.9, price $126.28→$117.52, 7D -8.07%→-6.94%, 30D +6.26%→-8.43%.
- BYDDY (research-only) dropped newly into oversold: RSI 40.9→31.2, price $10.93→$10.13, 7D -4.54%→-7.32%, 30D -7.22%→-10.59%.
- TSLA continued higher: RSI 50.9→54.5, price $354.08→$365.44, 7D +1.49%→+3.21%, 30D +10.12%→+11.58%.
- NXT's 30-day window deepened further: RSI 38.6→38.7 (flat), price $84.50→$82.89, 7D -1.17%→-1.91%, 30D -15.34%→-20.04%.
- FSLR improved: RSI 41.4→47.1, price $204.45→$209.03, 7D -0.02%→+2.24%, 30D -13.66%→-7.82%.
- RIVN, PLUG, ENPH, SEDG, LIT, DRIV, KARS, TAN, ICLN, ENS, TE, LI, XPEV all traded within a narrower range, no sharp break.
How To Read The Board
Golden-cross names (RIVN, BE, DRIV, ENS) mean the 50-day average sits above the 200-day. Death-cross names (TSLA, BYDDY, LI, NIO, XPEV, LCID, PLUG, ENPH, SEDG, FSLR, LIT, ALB, SQM, KARS, TAN, ICLN, NXT, TE) include several names that are genuinely weak on the long horizon (LI, NIO, XPEV, LCID — all deeply below their 200-day with negative trailing-year returns) alongside names that are fine despite the death-cross label. The most reliable split remains 200-day distance plus trailing-year return, not the cross label: BE, ALB, SQM, and TE all carry strongly positive trailing-year returns (BE +309.79%, TE +145.21%, SQM +64.0%, ALB +56.59%) even where some sit below their 200-day this week — deep-pullback framing, not breakdown. TSLA, RIVN, PLUG, ENPH, FSLR, and NXT sit below their 200-day with mixed-to-negative multi-year records, meaning the trend is under real test. LI, NIO, XPEV, BYDDY, LCID, and SEDG are weak on both windows at once — the genuinely damaged group, with LCID's deterioration this scan the sharpest.
BYDDY is a Hong Kong-primary ADR trading OTC in the US and is research-only on this desk — it appears in this table and analysis but never as an Entry Zone or BUY row.
Price Table
| Stock | Price | RSI | SMA20 | vs SMA | 7D% | 30D% | Signal |
|---|---|---|---|---|---|---|---|
| BE | $275.75 | 65.0 | $227.82 | +21.0% | +9.05% | +16.27% | 🟡 Neutral |
| TSLA | $365.44 | 54.5 | $355.13 | +2.9% | +3.21% | +11.58% | 🟡 Neutral |
| RIVN | $16.03 | 49.6 | $15.97 | +0.4% | +1.84% | +0.63% | 🟡 Neutral |
| ICLN | $17.92 | 50.1 | $17.73 | +1.1% | +0.84% | -2.66% | 🟡 Neutral |
| SEDG | $34.68 | 48.1 | $32.75 | +5.9% | +1.40% | +8.31% | 🟡 Neutral |
| TE | $4.61 | 45.6 | $4.63 | -0.3% | +0.22% | -5.92% | 🟡 Neutral |
| DRIV | $34.21 | 45.2 | $34.63 | -1.2% | -1.58% | -4.76% | 🟡 Neutral |
| PLUG | $2.10 | 44.5 | $2.19 | -4.1% | -3.23% | -8.30% | 🟡 Neutral |
| ENPH | $36.35 | 43.4 | $37.57 | -3.2% | -0.05% | -10.84% | 🟡 Neutral |
| LI | $11.81 | 41.2 | $12.25 | -3.6% | -4.53% | -5.29% | 🟡 Neutral |
| FSLR | $209.03 | 47.1 | $209.92 | -0.4% | +2.24% | -7.82% | 🟡 Neutral |
| TAN | $47.15 | 39.1 | $48.76 | -3.3% | -1.85% | -9.90% | 🟢 Oversold |
| ENS | $179.45 | 38.2 | $187.81 | -4.5% | -1.35% | -3.89% | 🟢 Oversold |
| NXT | $82.89 | 38.7 | $86.87 | -4.6% | -1.91% | -20.04% | 🟢 Oversold |
| LIT | $71.49 | 37.7 | $74.94 | -4.6% | -3.63% | -4.95% | 🟢 Oversold |
| KARS | $29.16 | 35.7 | $30.47 | -4.3% | -3.03% | -6.36% | 🟢 Oversold |
| SQM | $69.88 | 36.0 | $77.45 | -9.8% | -8.57% | -1.92% | 🟢 Oversold |
| ALB | $117.52 | 34.9 | $132.94 | -11.6% | -6.94% | -8.43% | 🟢 Oversold |
| XPEV | $10.54 | 34.6 | $11.36 | -7.2% | -3.74% | -10.30% | 🟢 Oversold |
| LCID | $4.22 | 30.8 | $5.07 | -16.7% | -9.83% | -35.47% | 🟢 Oversold |
| BYDDY | $10.13 | 31.2 | $11.15 | -9.2% | -7.32% | -10.59% | 🟢 Oversold *(research-only)* |
| NIO | $3.69 | 27.3 | $4.19 | -12.0% | -2.89% | -18.72% | 🟢 Oversold |
Tier Analysis
Capitulation (RSI<25): None — NIO (27.3) climbed just above the capitulation line off last scan's 24.5 print.
Oversold (25-40): NIO (27.3), LCID (30.8), BYDDY (31.2, research-only), XPEV (34.6), ALB (34.9), SQM (36.0), LIT (37.7), NXT (38.7), ENS (38.2), KARS (35.7), TAN (39.1) — a much broader oversold group than last scan's three, driven by the lithium/battery complex rolling over.
Neutral/Strong (40+): LI (41.2) through BE (65.0, the board's highest print).
Entry Zones
| Stock | Price | RSI | 30D% | Setup |
|---|---|---|---|---|
| BE | $275.75 | 65.0 | +16.27% | Continuing to extend on a confirmed Q2 beat and raised guidance; now 41.6% above its 200-day with an extraordinary +309.79% trailing year |
| LCID | $4.22 | 30.8 | -35.47% | Board's weakest structure, deepening further — 49.2% below its 200-day, 83.27% below its 52-week high |
| NIO | $3.69 | 27.3 | -18.72% | Stabilized off last scan's capitulation print but still 28.7% below its 200-day with a -39.21% trailing year |
| SQM, ALB | see table | 34.9–36.0 | -1.92% to -8.43% | Softest week of the stretch for the lithium complex with no catalyst on file; both still carry strongly positive trailing-year returns (SQM +64.0%, ALB +56.59%) — deep pullback, not break |
| TSLA | $365.44 | 54.5 | +11.58% | Continued higher for a second straight scan; still below its 200-day with a near-flat trailing year — trend under test despite the positive week |
BYDDY is research-only (Hong Kong-listed OTC ADR) and is excluded from entry consideration on this desk regardless of its RSI.
Action Matrix
| Action | Stocks | Why |
|---|---|---|
| 🔒 HOLD | BE | Confirmed catalyst continuing to extend an already-exceptional trend |
| 🔍 WATCH | NIO | Stabilizing off capitulation but still deeply damaged on both windows |
| ❌ DON'T BUY | LCID | Board's weakest structure on every window, still deteriorating |
| 🔍 WATCH | SQM, ALB, BYDDY | All sold off hard this week with no catalyst on file; SQM and ALB still carry strong multi-year records, BYDDY is research-only |
| 🔍 WATCH | XPEV, NXT, TAN | Sit in or near oversold with negative long-horizon numbers — confirm follow-through |
| 🔍 WATCH | TSLA | Two straight positive weeks but the long trend remains under test below the 200-day |
What To Watch Next
| Watch | Why it matters |
|---|---|
| LCID's next print | The board's weakest structure keeps deteriorating with no stabilization yet |
| NIO's follow-through | Slide slowed but hasn't reversed; watch whether the 200-day gap (-28.7%) narrows or widens |
| BE's extension | Confirmed catalyst still driving the move; watch whether RSI 65.0 triggers a cooling scan next |
| Whether the lithium complex sell-off (SQM, ALB) is a one-week event | Both had no catalyst on file for this week's declines despite strong multi-year records |
| BYDDY's research-only status | Reminder this name is tracked for research only and never enters an entry zone or trade row on this desk |
Sources
- Tape data (price/RSI/SMA/returns/long-horizon): full-scan pre-computed summaries as of the 2026-09-11 close — ev-clean-energy.
- BE news receipt checked (latest, fetched 2026-09-11, fresh): continuing coverage through Sept 9 of the confirmed Q2 beat and raised-guidance story already on file from last scan.
- NIO news receipt checked (latest, fetched 2026-09-06): still the Sept 1 Q2 earnings beat on file; no new catalyst for this week's continued (slower) slide.
- BYDDY news receipt checked (latest, fetched 2026-09-03, before this week's window): still the Aug 28 earnings-report listing; no cause claimed for this week's decline.
- SQM, ALB news receipts not fresh enough to establish a cause for this week's declines (SQM fetched 2026-08-25, ALB fetched 2026-07-29, both before this week's window).
Related
10 eventsNo direct external sources are attached to this read.