LITHIUM FUTURES: +4.2% TOYOTA HYDROGEN PIVOT: CONFIRMED VW GROUP RESTRUCTURE: PENDING SOLID-STATE BREAKTHROUGH: 2027 TARGET F1 SAUDI DEAL: $500M RIMAC IPO: RUMORED

WHERE THE DEALS
ARE SEALED.

From solid-state breakthroughs to the giants of the industry shifting gears. We track the money so you can track the metal.

INTERNAL MEMO // DEPT 01
MARKET WATCH

The 800-Volt Arms Race: Who is Funding the Grid?

Private equity is pouring billions into charging infrastructure. We look at the top three firms betting on a wire-free future.

DATE: 22 MAR 2026 | REF: 449-ALPHA
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STRATEGY BRIEF // CONFIDENTIAL
MERGERS

The Ghost of Enzo: Ferrari’s New Tech Partnership

Maranello is looking outside Italy for its next-gen AI integration. The implications for the 2027 lineup are massive.

DATE: 19 MAR 2026 | REF: 112-FERRARI
DECODE THE DEAL →
INTERNAL MEMO // DEPT 04
SUSTAINABILITY

Hydrogen: The $50 Billion Gamble

While the world went battery-first, the Boardroom at Toyota never blinked. Is the gamble finally paying off?

DATE: 15 MAR 2026 | REF: 002-H2
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