Merit Order power pricing, bi-directional power charging and discharging.
Valero and LONGi are not only at the opposite spectrum of who is going to be powering transportation in the future but ALSO have an opposite set of circumstantial elements (the present) versus structural elements (the likely path in the future given the evolution of costs)
How to stimulate EV substitution in EUrope by bombing Russian diesel Refineries.
BYD/CATL/Tesla built empires on LFP patents invalidated (basically stolen) in China. Michel Armand, who enabled China's LFP boom via nanocoating tech, now leads polymer solid-state battery development at Basquevolt (Europe) with ironclad global patents. Chinese giants locked out of next-gen tech. Tesla pivots to robotaxis/robots, unable to compete. Ford allies with Renault/Ampere for access. Chinese battery valuations face severe correction if they can’t find an answer quickly on solid state.
Honda’s dividend yield is nearing 5%, prompting interest as the author observes markets and begins a position in JD Industrials. A video of Honda’s C-1 solid-state battery line highlights a focus on continuous manufacturing and roll-to-roll processes to reduce costs and dry-room requirements. As EV strategies shift toward cheaper vehicles, Honda may deploy solid-state batteries first in motorcycles—where it has strong market share—before scaling to cars.