The Lithium Shock Just Redefined Grid Storage, And One U.S. Company Is Perfectly Positioned to Fill the Gap
This isn’t a clean tech bet. It’s grid infrastructure for the AI-powered future.
The Setup: A Systemic Shock to Energy Storage
The U.S. just imposed a 94% tariff on Chinese battery materials, effectively detonating the economics of lithium-ion in utility-scale storage. Tesla’s Megapacks, CATL’s exports, and most Li-ion incumbents now face a cost structure…
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