I am sure that battery demand for BESS will far exceed that of EVs in the near future. BESS have so many applications beyond storing renewable energy. For example, xAI's Memphis supercluster is powered by natural gas, but they use Megapacks for smoothing power usage through the data centre when training large language models. The amount of electricity used in train LLMs is so enormous that power spikes can be disastrous
TLG Price at posting:
47.0¢ Sentiment: Buy Disclosure: Held
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