Old Wizard

Battery Investing for Beginners, Part 2

John, Thanks for the comprehensive article. I have profited from your articles in that I have a much greater appreciation of the whole energy storage evolution. I will disagree with your conclusion that the Chinese battery companies will not play a big part in our world. It is a fact that both GM and Ford are either negotiating with or have chosen asian battery makers over those in the US. Isn't it a familiar story that we invent, often start production domestically and when the product takes hold, the production goes off-shore, usually to asia or other low cost labor places where environmental and other regulations are not so stringent. As a case in point, First Solar's large production expansion has been in Malasia and off-shore. It's latest large contract is in China and the statement from the company spokesman was that such a project would not be possible in the USA because of the difficulty in tranmission and linkage to the grid.