My understanding of the microgrid chain, is that these elements...

My understanding of the microgrid chain, is that these elements are all a part of it:

Minerals used in construction of batteries

Battery technology

Renewable energy

Control systems

So far it would seem that the biggest winners so far are the mining and battery technology stocks.

Because there are so many different types of renewable energy, their market appeal has been somewhat watered down.

The big winners yet to emerge, could be in those companies that bring it all together and make it work.

It might be that the same investors that have made money from lithium mining and batteries, will turn to the stocks that can complete the chain?