Tesla's upcoming 'Battery Day' will turn the battery and energy industries on their head.
Musk is talking about reducing the cost per KWHR by about 50% thru efficiencies from moving from a giga factory format to a Tera factory scale.
Thats 1,000 times existing scale.
Things are about to run off the graph for the EV and renewables power industries.
INR will be a big beneficiary IMO due to location, timeline to production, political risk minimisation, offsets for by product production, mega scale power systems that will seriously affect coal and hydrocarbon industries.
The revolution is here.
External News & Commentary, page-170
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