It's worth considering the market has shifted greatly to developing Hydrogen fuel cell technology.
Andrew Forrest in April signed a $50 billion dollar MOU with Germany, for a Hydrogen joint venture.
Andrew Forrest also sold his huge stake in ASX POS ( Nickel ) which was of course was a solar battery supply play.
This demonstrates his view of the shift from solar/battery technology as a reliable power base technology to Hydrogen.
Moreover Hyundai have done excellent development work in Hydrogen fuel cells for their motor vehicles.
As with all developing power alternatives there will be counter and false press on opposition markets. The skill is to
understand the direction that will ultimately succeed as the primary market leader. ( This is what makes billionaires )
Despite what you might hear from Elon Musk.
I believe David Breeze is on the right track.
In my opinion solar/battery/wind power for long term base load power is only a supplementary source of energy.
Fossil fuels, Hydrogen and nuclear to me are the only serious alternatives.
You may disagree and that's OK, time always will determine the outcome though.
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