Topic

Batteries Market Research & Analysis

Finvaulta tracks 7 research reports on Batteries, updated through October 8, 2026. Latest: From Legacy Capital to Smart Bets: Europe's Path to a Competitive Auto Industry.

Institutional research on Batteries covering equities, macro, and commodities, from Goldman Sachs, Allianz, UBS, and UniCredit. Finvaulta indexes each report with a summary, key figures and its original publication date.

Finvaulta is an independent research collection; views and forecasts belong to the named report issuers.

Latest research

From Legacy Capital to Smart Bets: Europe's Path to a Competitive Auto Industry

Allianz·Oct 8, 2026

European carmakers face a structural profitability crisis driven by legacy capital allocation that defended internal combustion engines at the expense of electric and software innovation. To survive, Europe must abandon unrealistic complete sovereignty in favor of smart partnerships, chip/software IP mastery, consolidated EV platforms, and capacity reallocation to defense.

From Oil Shocks to Mineral Bottlenecks

UniCredit·Oct 6, 2026

Europe's energy transition does not deliver complete energy independence, shifting exposure from daily fossil fuel flow disruptions to persistent stock and supply bottlenecks in critical mineral refining, technology manufacturing, and grid hardware. Investors should focus on essential capex bottlenecks—such as grid equipment, cables, processing plants, and circular recycling—rather than generic green trades.

Maxell Ltd. Equity Research

Goldman Sachs·Jul 31, 2026

Maxell reported a strong 1Q3/27 earnings beat driven by volume growth and efficient price pass-throughs. Despite this, analysts maintain a Sell rating due to a lack of visibility into long-term earnings drivers.

US Autos And Industrial Tech Weekly Update

Goldman Sachs·Jun 12, 2026

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.

GS Yuasa Corp: Grid-scale ESS Demand Growing

Goldman Sachs·May 29, 2026

Goldman Sachs upgrades GS Yuasa to Buy, raising its target price to ¥7,200 as the company pivots toward high-margin industrial Energy Storage Systems (ESS). Growth in Japanese grid-scale ESS and US data centers is expected to drive earnings significantly above consensus.

Lead Intelligent Upgrade to Buy

Goldman Sachs·May 28, 2026

Goldman Sachs upgrades Lead Intelligent-A to Buy with a 23% upside potential, driven by accelerating Energy Storage System (ESS) demand and new technology breakthroughs.

Selected research

Selected for relevance; publication dates show when each report was written.

Powering Energy Resilience: China's Renewable and ESS Leaders Going Global

UBS·May 20, 2026

This report details how Chinese renewable energy and storage companies are leveraging their dominant market share and cost advantages to expand globally amidst rising geopolitical focus on energy security.