Recharge podcast with Matt Fearnley.
Sodium Ion batteries, pffffft. The hype is not being backed by Chinese leading battery manufacturers. Not seen as a serious replacement for Lithium.
ESS, a major profit contributor for cell makers. Expanding rapidly. ESS pack prices collapsing. This should feed through to ex China market at some stage. Won’t be long and I may bust the piggy bank open and invest in a home ESS.
https://open.spotify.com/episode/2aTuyoKV8Li4qy3YLaWjBk?si=Yxnc5ct9Q0iqe9xkYXwDAQ&context=spotify%3Ashow%3A2RGKVw8YJ2ae6qkUb1ZFIA
Good News & Bad News, page-42232
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