I'm feeling pretty confident now that Thailand will remain a...

I'm feeling pretty confident now that Thailand will remain a manufacturing hub for Asia/Europe and there will be a USA and Australian factories coming, probably USA first. They will need geographical diversity in their manufacturing supply chain.

These recent orders are starting to fill the Thailand supply capacity for 24 and 25. I'm sure there will be more to come as the sense of urgency for getting LDES projects underway grows. Smaller projects will also be aware of battery supply constraints.

Once the SP hits 35-40c, I'll probably pull the trigger on getting a couple of ZBMs for home. Why wait for the price to come down when I can offset the cost with a bit of SP profit. The way things are going, if I wait too long, I might not be able to get ZBMs until US and/or AU manufacturing is online and mature. Current Amber wholesale pricing indicates savings through energy arbitrage too, though only time and experience will prove what savings can be made.