EV & Clean Energy Scan — October 9, 2026 Close
EV & Clean Energy Scan — October 9, 2026 Close
Chinese EV makers bounced — Li Auto +7.95%, XPeng +7.03%, NIO +6.23%, lifting XPeng and NIO out of last week's washout — while T1 Energy (-13.52%), Plug Power (-11.58%), EnerSys (-8.4%) and Lucid (-8.23%) led 12 decliners, and EnerSys's slip under its 200-day leaves Bloom Energy the only name of 21 above it. Plug Power (RSI 27.6) is the board's one washout; Tesla closed 2% under its 200-day after a +3.27% week.
Data as of the 2026-10-09 close (settled, Friday). The previous edition closed October 2; the seven-day column runs from that close to this one, so it is the change since then.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🔴 Weak: 9 up, 12 down; 1 of 21 above its 200-day average. The bounce came in broken EV trends; the heaviest losses hit T1 Energy, Plug Power, EnerSys and Lucid. |
| Leaders | LI (7.95%), XPEV (7.03%), NIO (6.23%) |
| Laggards | TE (-13.52%), PLUG (-11.58%), ENS (-8.4%) |
| Caveat | Tape from the desk's pre-computed summaries, 2026-10-09 close. News for most names was last pulled before this week's moves and no October 9 captures are on file yet, so most causes read "not on file", which is not the same as no cause. |
What's Going On
Li Auto ($11.54, RSI 49.8), XPeng ($9.9, RSI 43.3) and NIO ($3.58, RSI 44.7) rose 3.66% to 5.87% on Friday alone, on 1.42 to 1.7 times average volume. The bounce lifted XPeng and NIO out of the sub-30 RSI readings they carried on October 2, but all three remain broken long trends: 24.3% to 35.3% under their 200-day averages and down 51.12% to 56.79% on the year. Cause not on file: their news was last pulled between August 28 and September 6, so it does not cover the move, and the event records and October 3–8 captures carry nothing on the three companies. CNBC's October 8 piece on Britain weighing tariffs on Chinese EVs is industry context, not a receipt.
T1 Energy fell 13.52% to $3.39 (30-day -30.96%, 47.2% under its 200-day) and Plug Power 11.58% to $1.68, the only washout at RSI 27.6 (1Y -55.56%); both are broken trends with no base. EnerSys gave back 8.4% after leading on October 2 and now closes 5.7% under its 200-day ($190.61) on a +58.41% year, so its long trend moved from intact to under test. Lucid fell 8.23% and is -82.53% on the year. Causes not on file: news for T1 (September 19), Plug (August 11), Lucid (July 17) and EnerSys (October 3) predates the moves, and the event records and October 3–8 captures carry nothing on them.
Bloom Energy is the one intact trend: -2.99% on the week to $280.5 (RSI 54), 32% above its 200-day on a +223.72% year, 13.8% above its 50-day and -20.15% from its high. That is a deep pullback in an intact trend, the flag shape rather than a break. MarketBeat's October 8 news page attributes that day's drop of more than 3% to an Oracle force-majeure notice and insider selling; that is an aggregator's characterization, and no primary receipt for the notice is on file. Tesla rose 3.27% to $382.7 and closed 2% under its 200-day ($390.6) on a -12.13% year, just below the $386.83 top of a 7.8-week range; a close above both lines would be the first step of repair. Tesla is scheduled to report on October 21, per the October 8 market brief.
Lithium kept bleeding: Albemarle -3.17% (30-day -19.57%, RSI 31.4, 34.4% under its 200-day despite a +4.94% year) and SQM -0.95% (30-day -15.31%, 16.7% under its 200-day on a +47.87% year). Both are positive-year trends under test, not yet washouts. Solar stayed broken: First Solar +1.84% (1Y -24.11%), Enphase -1.97%, SolarEdge -2.66%, with TAN -0.68% and ICLN +0.52%.
What Changed Since Prior Scan
Nine up and twelve down, against eight up and thirteen down on October 2. Names above their 200-day fell from two (Bloom, EnerSys) to one (Bloom). The washout list swapped NIO and XPeng (out) for Plug Power (in). Leaders went from EnerSys, Nextracker and T1 Energy to Li Auto, XPeng and NIO, and T1 went from third-best to worst.
How To Read The Board
This is a price-and-momentum screen built from the desk's pre-computed summaries: it shows where each name sits on the tape, not why it moved. RSI under 30 is a washout and 70 or above is extended; neither is a recommendation on its own. The structure label carries the long view, and it outranks the week:
- Trend intact: above the 200-day average with a positive trailing year. A bad week here is a pullback.
- Repair: above the 200-day but still down on the year. Price has recovered; the trend has not yet proved itself.
- Trend under test: below the 200-day with a positive year. The 200-day is the line to retake.
- Trend broken: below the 200-day and down on the year.
A raw screen reading becomes a setup only when an intact trend pulls back and holds a level, then turns up. No insider, fundamentals or options data is included.
Price Table
As of 2026-10-09. Price and SMA20 in dollars; RSI is a 14-day reading; all other columns in percent.
| Stock | Price | RSI | SMA20 | vs SMA20 | 7D | 30D | 1Y | vs SMA200 | Signal |
|---|---|---|---|---|---|---|---|---|---|
| LI | 11.54 | 49.8 | 11.48 | 0.6 | 7.95 | -3.11 | -51.12 | -24.3 | 🔴 Trend broken |
| XPEV | 9.9 | 43.3 | 9.99 | -0.9 | 7.03 | -6.34 | -56.79 | -35.3 | 🔴 Trend broken |
| NIO | 3.58 | 44.7 | 3.55 | 0.8 | 6.23 | -3.24 | -52.01 | -28.6 | 🔴 Trend broken |
| TSLA | 382.7 | 59.7 | 368.66 | 3.8 | 3.27 | 4.05 | -12.13 | -2 | 🔴 Trend broken |
| NXT | 86.11 | 53.5 | 82.06 | 4.9 | 2.15 | 4.54 | 2.7 | -20 | 🟡 Trend under test |
| FSLR | 177.82 | 39.7 | 185.23 | -4 | 1.84 | -12.45 | -24.11 | -19.9 | 🔴 Trend broken |
| LIT | 69.73 | 45.6 | 69.65 | 0.1 | 0.65 | -5.48 | 17.95 | -7 | 🟡 Trend under test |
| ICLN | 17.28 | 47.7 | 17.31 | -0.2 | 0.52 | -4.05 | 7.06 | -8.3 | 🟡 Trend under test |
| KARS | 27.86 | 41.8 | 28.23 | -1.3 | 0.29 | -7.32 | -11.36 | -13 | 🔴 Trend broken |
| TAN | 43.75 | 41.8 | 44.5 | -1.7 | -0.68 | -8.36 | -7.97 | -20.1 | 🔴 Trend broken |
| SQM | 63.91 | 35.2 | 66.99 | -4.6 | -0.95 | -15.31 | 47.87 | -16.7 | 🟡 Trend under test |
| ENPH | 32.81 | 40.3 | 33.78 | -2.9 | -1.97 | -10.65 | -10.62 | -20.5 | 🔴 Trend broken |
| DRIV | 32.79 | 40.6 | 33.44 | -1.9 | -2.21 | -5.04 | 12.87 | -5.1 | 🟡 Trend under test |
| RIVN | 13.96 | 33.9 | 14.94 | -6.6 | -2.38 | -12.8 | 6.65 | -12.9 | 🟡 Trend under test |
| SEDG | 32.21 | 44.5 | 33.54 | -4 | -2.66 | -8.52 | -16.58 | -23.8 | 🔴 Trend broken |
| BE | 280.5 | 54 | 276.88 | 1.3 | -2.99 | 4.17 | 223.72 | 32 | 🟢 Pullback, trend intact |
| ALB | 101.27 | 31.4 | 108.62 | -6.8 | -3.17 | -19.57 | 4.94 | -34.4 | 🟡 Trend under test |
| LCID | 3.79 | 32.9 | 4.09 | -7.4 | -8.23 | -11.24 | -82.53 | -49.2 | 🔴 Trend broken |
| ENS | 179.81 | 45.1 | 180.81 | -0.6 | -8.4 | 0.4 | 58.41 | -5.7 | 🟡 Trend under test |
| PLUG | 1.68 | 27.6 | 1.95 | -13.8 | -11.58 | -22.58 | -55.56 | -31.6 | 🔴 Washout, trend broken |
| TE | 3.39 | 35.5 | 3.93 | -13.7 | -13.52 | -30.96 | -11.49 | -47.2 | 🔴 Trend broken |
Tier Analysis
Capitulation (RSI under 25)
No names in this tier.
Oversold (RSI 25-40)
| Stock | RSI | 1Y | vs SMA200 | Read |
|---|---|---|---|---|
| PLUG | 27.6 | -55.56 | -31.6 | Broken: below 200-day, down on the year |
| ALB | 31.4 | 4.94 | -34.4 | Under test: below 200-day, up on the year |
| LCID | 32.9 | -82.53 | -49.2 | Broken: below 200-day, down on the year |
| RIVN | 33.9 | 6.65 | -12.9 | Under test: below 200-day, up on the year |
| SQM | 35.2 | 47.87 | -16.7 | Under test: below 200-day, up on the year |
| TE | 35.5 | -11.49 | -47.2 | Broken: below 200-day, down on the year |
| FSLR | 39.7 | -24.11 | -19.9 | Broken: below 200-day, down on the year |
Neutral to strong (RSI 40+)
| Stock | RSI | 1Y | vs SMA200 | Read |
|---|---|---|---|---|
| ENPH | 40.3 | -10.62 | -20.5 | Broken: below 200-day, down on the year |
| DRIV | 40.6 | 12.87 | -5.1 | Under test: below 200-day, up on the year |
| KARS | 41.8 | -11.36 | -13 | Broken: below 200-day, down on the year |
| TAN | 41.8 | -7.97 | -20.1 | Broken: below 200-day, down on the year |
| XPEV | 43.3 | -56.79 | -35.3 | Broken: below 200-day, down on the year |
| SEDG | 44.5 | -16.58 | -23.8 | Broken: below 200-day, down on the year |
| NIO | 44.7 | -52.01 | -28.6 | Broken: below 200-day, down on the year |
| ENS | 45.1 | 58.41 | -5.7 | Under test: below 200-day, up on the year |
| LIT | 45.6 | 17.95 | -7 | Under test: below 200-day, up on the year |
| ICLN | 47.7 | 7.06 | -8.3 | Under test: below 200-day, up on the year |
| LI | 49.8 | -51.12 | -24.3 | Broken: below 200-day, down on the year |
| NXT | 53.5 | 2.7 | -20 | Under test: below 200-day, up on the year |
| BE | 54 | 223.72 | 32 | Trend intact |
| TSLA | 59.7 | -12.13 | -2 | Broken: below 200-day, down on the year |
Entry Zones
Levels are the 20-, 50- and 200-day averages from the summaries, in dollars. Each row is a condition, not an order.
| Stock | Entry zone ($) | Condition |
|---|---|---|
| LI | None | Below the 200-day (15.24) on a down year; no zone until a base forms and the 200-day is reclaimed. |
| XPEV | None | Below the 200-day (15.3) on a down year; no zone until a base forms and the 200-day is reclaimed. |
| NIO | None | Below the 200-day (5.02) on a down year; no zone until a base forms and the 200-day is reclaimed. |
| TSLA | None | Below the 200-day (390.6) on a down year; no zone until a base forms and the 200-day is reclaimed. |
| NXT | Above 107.68 | Below the 200-day; no entry until two closes back above it. |
| FSLR | None | Below the 200-day (222.07) on a down year; no zone until a base forms and the 200-day is reclaimed. |
| LIT | Above 75 | Below the 200-day; no entry until two closes back above it. |
| ICLN | Above 18.85 | Below the 200-day; no entry until two closes back above it. |
| KARS | None | Below the 200-day (32.01) on a down year; no zone until a base forms and the 200-day is reclaimed. |
| TAN | None | Below the 200-day (54.75) on a down year; no zone until a base forms and the 200-day is reclaimed. |
| SQM | Above 76.68 | Below the 200-day; no entry until two closes back above it. |
| ENPH | None | Below the 200-day (41.25) on a down year; no zone until a base forms and the 200-day is reclaimed. |
| DRIV | Above 34.54 | Below the 200-day; no entry until two closes back above it. |
| RIVN | Above 16.02 | Below the 200-day; no entry until two closes back above it. |
| SEDG | None | Below the 200-day (42.29) on a down year; no zone until a base forms and the 200-day is reclaimed. |
| BE | 246.48–276.88 | Trend intact; entry on a pullback that holds the 50-day and closes back above the 20-day. |
| ALB | Above 154.45 | Below the 200-day; no entry until two closes back above it. |
| LCID | None | Below the 200-day (7.46) on a down year; no zone until a base forms and the 200-day is reclaimed. |
| ENS | Above 190.61 | Below the 200-day; no entry until two closes back above it. |
| PLUG | None | Below the 200-day (2.45) on a down year; no zone until a base forms and the 200-day is reclaimed. |
| TE | None | Below the 200-day (6.42) on a down year; no zone until a base forms and the 200-day is reclaimed. |
Action Matrix
| Stock | Signal | Action | Notes |
|---|---|---|---|
| LI | 🔴 Trend broken | ⚠️ Avoid | Bounce in a broken trend. News last pulled before the move; cause not on file. |
| XPEV | 🔴 Trend broken | ⚠️ Avoid | Bounce in a broken trend. News last pulled before the move; cause not on file. |
| NIO | 🔴 Trend broken | ⚠️ Avoid | Bounce in a broken trend. News last pulled before the move; cause not on file. |
| TSLA | 🔴 Trend broken | ⚠️ Avoid | Just under the 200-day and its base high; scheduled to report Oct 21. |
| NXT | 🟡 Trend under test | 🔍 Watch (200-day reclaim) | Positive year, but closed below the 200-day. |
| FSLR | 🔴 Trend broken | ⚠️ Avoid | Below the 200-day on a down year. |
| LIT | 🟡 Trend under test | 🔍 Watch (200-day reclaim) | Positive year, but closed below the 200-day. |
| ICLN | 🟡 Trend under test | 🔍 Watch (200-day reclaim) | Positive year, but closed below the 200-day. |
| KARS | 🔴 Trend broken | ⚠️ Avoid | Below the 200-day on a down year. |
| TAN | 🔴 Trend broken | ⚠️ Avoid | Below the 200-day on a down year. |
| SQM | 🟡 Trend under test | 🔍 Watch (200-day reclaim) | Positive year, but closed below the 200-day. |
| ENPH | 🔴 Trend broken | ⚠️ Avoid | Below the 200-day on a down year. |
| DRIV | 🟡 Trend under test | 🔍 Watch (200-day reclaim) | Positive year, but closed below the 200-day. |
| RIVN | 🟡 Trend under test | 🔍 Watch (200-day reclaim) | Positive year, but closed below the 200-day. |
| SEDG | 🔴 Trend broken | ⚠️ Avoid | Below the 200-day on a down year. |
| BE | 🟢 Pullback, trend intact | 📈 Accumulate on flag | Deep pullback in the only intact trend. MarketBeat (Oct 8) cites an Oracle force-majeure notice and insider selling; no primary receipt on file. |
| ALB | 🟡 Trend under test | 🔍 Watch (200-day reclaim) | Positive year, deep under the 200-day, still sliding. |
| LCID | 🔴 Trend broken | ⚠️ Avoid | Broken; news last pulled July 17. |
| ENS | 🟡 Trend under test | 🔍 Watch (200-day reclaim) | Slipped under its 200-day after leading the week before; news last pulled Oct 3. |
| PLUG | 🔴 Washout, trend broken | ❌ Don't buy | Only washout; broken. News last pulled Aug 11. |
| TE | 🔴 Trend broken | ❌ Don't buy | Worst on the board; broken, no base. News last pulled Sept 19. |
What To Watch Next
| Watch | Trigger | Why it matters |
|---|---|---|
| TSLA | Two closes above the 200-day (390.6) | Ends the broken label; the report is scheduled for October 21. |
| BE | Pullback holds the 50-day (246.48) | The only intact trend; a hold makes it a flag. |
| ENS | Close back above the 200-day (190.61) | Decides whether last week's leader is pulling back or breaking. |
| LI, NIO, XPEV | Close above the 50-day (LI 12.06, NIO 4.04, XPEV 10.95) | The first level a bounce in a broken trend has to clear; the 200-day sits far above. |
| PLUG | Close back above the 20-day (1.95) | The only washout; a broken trend with no base. |
Sources
- Tape data (price, RSI, averages, returns, long-horizon fields, base high, Friday volume): pre-computed summary, 2026-10-09 close — ev-clean-energy.
- Bloom Energy — MarketBeat news page (https://www.marketbeat.com/stocks/NYSE/BE/news/), from the Bloom Energy news pull of 2026-10-08; an aggregator characterization, no primary source for the Oracle notice on file.
- Chinese EV tariffs — CNBC, October 8 (https://www.cnbc.com/2026/10/08/autos-china-evs-uk-tariffs-hybrid-cars.html), capture 2026-10-08-cnbc-america-shut-out-chinese-evs-britain-welcomed-them-and-now-f-108373883.
- Tesla report date and prior 200-day read — October 8 market brief, 2026-10-08-market-brief.
- News check (stocks<SYM>/news/latest.json
, pull dates): TSLA 2026-10-08; LI 2026-09-02; NIO 2026-09-06; XPEV 2026-08-28; RIVN 2026-09-25; LCID 2026-07-17; BE 2026-10-08; PLUG 2026-08-11; ENPH 2026-06-21; SEDG 2026-08-27; FSLR 2026-09-25; LIT 2026-10-08; ALB 2026-07-29; SQM 2026-10-06; DRIV 2026-06-21; KARS 2026-06-21; TAN 2026-04-29 (failed, stale); ICLN 2026-06-21; NXT 2026-07-14; ENS 2026-10-03; TE 2026-09-19. Event records (research/stock-events/`) checked for October 3–9: the only entries are earnings or dividend records for NEOG, PENG, APLD, 6506.T, AEHR, ATZ.TO, DAL, NRIX, PEP and ORCL, none on this board. Article, X and filing captures for October 3–8 (articles, tweets, filings) were searched by company name; no October 9 captures were on file at writing. A news pull dated before a move does not cover it, and a pull with no item on the move is not proof of no cause.
Related
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Tweets, videos, filings, articles, and source pages tied to this read.