Yes, I agree they are in the right place at the right time!
I’m expecting battery day to light a fire under the industry. I’m sure there would be a lot of significant investment decisions holding off until they have digested the substance of what Tesla is up to.
The oil companies can’t sit on the sidelines slow walking the transition forever. Sooner or later they will have to jump in with both feet or they will be history.
The question everyone wants answered is how quickly can Tesla get to multiple Terrawatt hour battery production. This will define the speed of the investment response from the other big players and anyone else who wants to participate in the energy future.
I think the energy transition will happen much faster than predicted and we will have Tesla to thank for it.
Let’s hope Novonix is in the thick of it.
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