I think what a lot of people aren't grasping is A) how ginormous the battery sector is going to be in the future and B) there isn't going to be one battery technology that dominates the entire vertical.
If solid-state manages to beat Li-Ion on cost/performance for EVs, then Li-Ion will move down market to lower margin applications like ESS. 100s of new Li-Ion battery factories aren't being built just to be binned for a new technology in 2030. The Li-Ion battery is going to be around for decades; it's just a question of how the margins change as new technologies may (or may not) push them out of the premium (high-margin) categories in the future.
I think what a lot of people aren't grasping is A) how ginormous...
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