Dear Friend,

As August continues to unfold, mobility experiences a shift toward strategic partnerships and mass-market electrification, with GM and Hyundai announcing plans for their first five co-developed vehicles in a landmark collaboration, while Ford commits $5 billion to budget electric vehicles targeting mass-market appeal, and Toyota's Woven City welcomes 12 new companies as Phase 1 launches approach September 2025. Government support accelerates adoption as the UK expands its Electric Car Grant to 13 additional models from major manufacturers, while Saudi Arabia's TASARU partners with Blacklane for sustainable mobility integration with Lucid Motors vehicles by year-end, and Uber actively seeks robotaxi funding through discussions with private equity firms across multiple business models.

The energy transition gains momentum through targeted European expansion – Portugal's Bling Energy secures €15 million to bring subscription-based solar services to 3,000 additional households with 11 MWp capacity, while Estonia's Sunly raises nearly €85 million for four solar parks across Latvia, and the UK's National Wealth Fund invests £50 million in AMP Clean Energy to accelerate Battery Box deployment nationwide, demonstrating how regional players are scaling distributed energy infrastructure through substantial capital commitments.

Physical AI witnesses strategic consolidation amid record deal activity, with Meta acquiring AI audio startup WaveForms to enhance emotion detection capabilities in its Superintelligence Labs, FORT Robotics extending its Series B by $18.9 million led by Tiger Global – reaching $60.5 million total funding – for autonomous machine fleet safety platforms, while global M&A activity surges to a $2.6 trillion post-pandemic peak driven by corporate rushes to acquire automation, robotics, and data-center capabilities in AI's transformative wave.

Stay sharp,

Oilstainlab @ Car Week Investor Reception

Car Week in Monterey is the annual pilgrimage of auto enthusiasts from all over the world. Get early access to the Luxury Collection main event and join us on August 14th for an exclusive investor reception with Oilstainlab, makers of the revolutionary HF-11, world’s lightest and most exhilarating supercar – a future unicorn.

Mobility

1. GM and Hyundai Announce Plans for First Five Co-developed Vehicles
Hyundai Motor Company and General Motors announced plans for their first five co-developed vehicles, marking a significant milestone in their previously announced strategic collaboration
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2. Toyota Woven City Expansion
Toyota announced that 12 new companies have joined its Woven City mobility innovation hub as 'Inventors' with Phase 1 launch set for September 2025, creating a real-world test course for new forms of mobility.
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3. Uber Seeks Robotaxi Funding
Uber confirmed it is in discussions with private equity firms and banks to secure funding for expanding its robotaxi business across three distinct business models including fixed-rate partner compensation and profit-sharing with fleet operators.
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4. Ford Increases EV Investment to $5 Billion for Budget Models
Ford Motor Co. unveiled plans for a $5 billion investment in a new line of budget electric vehicles, marking a significant push for mass-market appeal in its money-losing EV business as part of its strategy to compete in the affordable electric vehicle market.
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5. TASARU and Blacklane Drive Saudi Arabia's Future Mobility
TASARU Mobility Investments, a wholly owned entity of Saudi Arabia's Public Investment Fund, announced its strategic collaboration with premium chauffeur service Blacklane to advance sustainable mobility in Saudi Arabia, including fleet electrification and integration with Lucid Motors vehicles expected by the end of 2025.
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6. UK Electric Car Grant Expands to 13 More Models
The UK government announced that 13 additional electric vehicle models from Nissan, Renault, and Vauxhall have been approved for the Electric Car Grant scheme, offering £1,500 discounts as part of the £650 million program to accelerate EV adoption and bring the total eligible models to 17.
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Energy Transition

1.  Energy Vault Acquires 125MW Stoney Creek BESS in Australia
Energy Vault completed acquisition of the 125MW/1,000MWh Stoney Creek battery energy storage system in New South Wales after receiving Foreign Investment Review Board approval, representing the company's first international "Own & Operate" asset.
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2. GoldenPeaks Capital invests 54MW in Polish Battery Storage
GoldenPeaks Capital completed acquisition of two battery energy storage projects totaling 54 MW/216 MWh in Poland with 17-year capacity market contracts.
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3. Bling Energy raises €15 Million from BlueCrow Capital
Lisbon-based solar energy startup Bling Energy secured €15 million to expand its subscription-based solar service to 3,000 additional Portuguese households, including installation of 11 MWp solar panels and 9 MWh battery storage.
Read more

4. UK National Wealth Fund invests £50Million in AMP Clean Energy
The National Wealth Fund partnered with Asterion to back UK grid flexibility through £50 million investment in AMP Clean Energy, accelerating deployment of Battery Box installations across the UK.
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5. Lyten to Acquire All Remaining Northvolt Assets in Sweden and Germany
Lyten, the global leader in lithium-sulfur batteries, announced today that it has entered into a binding agreement to acquire Northvolt’s remaining assets in Sweden and Germany. The acquisition includes Northvolt Ett and Ett Expansion (Skellefteå, Sweden), Northvolt Labs (Västerås, Sweden), and Northvolt Drei (Heide, Germany).
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6. EU Commits €3.66 Billion to Energy Modernization
The European Commission and European Investment Bank announced the disbursement of €3.66 billion from the Modernisation Fund to support 34 energy projects across nine EU Member States, focusing on renewable electricity generation, energy networks, and efficiency improvements.
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7. Ahold Delhaize Expands Renewable Energy Efforts
Ahold Delhaize secured a Virtual Power Purchase Agreement for a new onshore wind farm in Romania expected to generate 309 GWh annually, with operations beginning by 2027.
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8. Estonian Clean Energy Provider Sunly Secures Near €85 Million
Tallinn-based renewable electricity provider Sunly announced receiving almost €85 million in international financing to build four solar parks across Latvia.
Read more

Physical AI

1. Meta Acquires AI Audio Startup WaveForms
Meta acquired AI audio startup WaveForms for an undisclosed sum, with the eight-month-old company's founders joining Meta's Superintelligence Labs to enhance emotion detection capabilities in audio processing and AI voice technologies.
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2. FORT Robotics Secures $18.9 Million Series B Extension
Philadelphia-based FORT Robotics raised an additional $18.9 million led by Tiger Global—bringing total funding to $60.5 million—to advance its safety-monitoring platform for autonomous machine fleets.
Read more

3. Global M&A hits $2.6 Trillion Peak Year-to-date, Boosted by AI and Quest for Growth
Global dealmaking hit a post-pandemic peak of $2.6 trillion in the first seven months of 2025—driven by a sharp increase in AI-related transactions and a rush by corporates to acquire automation, robotics, and data-center capabilities
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Information provided by Mavka Capital. Securities are offered through Finalis Securities LLC, a member of FINRA/SIPC. Mavka Capital and Finalis Securities LLC are separate, unaffiliated entities. The information contained in this message does not constitute legal advice and should not be considered an offer to purchase or a solicitation to sell securities or any other financial instruments; it is for informational purposes only.