Dec 31, 2022
There are many technologies in the works. Quantumscape just shipped evaluation sample to VW. MIT recently published a solution to a major failure mode ( adding stress to the core limits failures). So all solid vendors could benefit.
CATL sodium battery looks like a major leap forward.
Si anodes are ramping up (30% cheaper).
Fluit Energy is yet another potential.
Basically you and don’t know which vendor or technology will succeed. With grid storage plus EV market battery is a high growth market.