US Autos And Industrial Tech Weekly Update

This report covers weekly developments in the US Autos and Industrial Tech sector, highlighting Rivian's R2 launch, GM's new energy storage partnerships, and Tesla's European FSD progress. It also addresses the growing investment theme of leveraging automotive technology for datacenter power and storage applications.

Key Takeaways

• 1.Rivian began customer deliveries of the R2, and GM announced new energy storage and V2G partnerships.
• 2.Tesla's FSD (Supervised) received provisional approval in Denmark and Belgium.
• 3.S&P Global Mobility reduced its 2026 global production forecast to 90.7 mn units due to downward revisions in China.

Table of Contents

• Key news from the week
• Autos & Industrial Tech
• Autonomy & Physical AI
• Notable industry data
• Stock performance from the week
• Key upcoming events
• Disclosure Appendix