It was refreshing to hear about the HPA project. They couldn't get finance sorted due to shifting commodity prices.
Cerenergy Batteries and Silumina Anodes won't have that barrier with fixed sale prices.
ATC is in a unique position here, with a headstart into an industry with massive growth. Not potential growth, this is what the world needs LOTS of, right now.
Gridscale battery storage is essential alongside renewable energy to stabilise the grid. And the tailwinds from Germany striving for Net Zero by 2045 will certainly help.
Winner, winner, chicken dinner.
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