The Rising Influence of Rising Affluence

[Bluewingcap]

Unfortunately the industry is in such a state of rapid change that betting on the right individual company is hard to do. And I don't follow it closely enough to make some educated guesses. I know for deploying solid state batteries, Daimler Benz was in the lead for the automakers.
I have found that manufacturing in commercial quantities is often the hurdle new advances face. I toured Proterra (Electric Buses) early in their lifecycle. The nanotech battery packs they were trying to use proved uneconomical in commercial quantities. That was 15 years ago. It looks like they went with in-house engineered Li Ion packs these days.
The Chinese are leading the way towards Sodium based batteries for grid applications. They are commercializing as we speak. In the USA we have the lions share of global soda ash mining capacity. Time to play catch up!