EV / Clean Energy Scan — September 11, 2026 Close

Scan

EV / Clean Energy Scan — September 11, 2026 Close

raw scan snapshot — prices as of scan date, not live 40 rows · screens, not recommendations prior scanresearch/scans/2026-09-04-ev-clean-energy.md

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).
10 events

No direct external sources are attached to this read.