Agreed. And Power Pack/ Megapack production/implentation is just getting started. and now with FERC Order 2222 passing in September, the markets HAVE to allow batteries, and solar, no matter how small, to bid into the markets for both energy/capacity/services. Investment wise, I put a little bit $$ in the ChargePoint SPAC ($SBE) at 25, and its now ~$36, its been fairly volatile and i am not good at the EWT stuff. I am not sure how else to play this…but doing my research
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Tell us more about chargepoint. What other players are there? Any good source of info like blogs and substacks on this space?
Looks like Moss Landing. Natural gas power plant.
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Anyway, WQJ make an easy half million if he carefully chooses covered call ! Hmmm, he wont do it !
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Manch - here is a list of energy transition SPACs (I didn’t make the list, someone posted it on Twitter) - Energy Transition SPACs - Google Sheets
It looks like only half them have actually merged/bought a company - so there is plenty of money looking for a target. I do have a list of privately held companies I am aware of becuase I like their technology, and I can take some time over the next few days and make a thoughtful list. My focus is only Grid/Batteries/Solar. This list has some some Hydrogen, decarbonization, and sustainable industry, and general “cleantech” that a) I have limited knowledge about and b) I personally still believe some of these are still moonshots/goals and while I am glad people are doing them, I personally wouldn’t put money toward it for now unless something convinced me they have a sustainable business model/platform edge (a la Shopify/Amazon but energy).
The other ticker I am looking at QS (Quantum Scape) with solid state batteries - which if they work, are probably the silver bullet, and awesome. But there are huge potential issues still in actually getting to market. QS just IPO’d and popped, however, they haven’t scaled their tech, either in manfacturing or implementation (there are issues stacking these batteries). however, if the price comes down to the high $50s, I may just kick in some money that I don’t care about.
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Is the new Toyota battery solid state?
sorry, one more thing - i think Energy twitter is a good place to start. I dont’ know exact sources for you - most of what I follow are fairly technical (think IEEE blogs). what might be good is do a search for various tickers on Twitter and see who seems interesting.
this is another one I am eyeing, not sure. Batteries are going to become a bottleneck as are materials to make them (Chamath has an IPO focused on rare earth minerals - https://twitter.com/chamath/status/1285687433305169920?lang=en)
Do you have a Twitter energy list you can share?
I invest. I don’t gamble.
I don’t sell covered calls vs AAPL too 
With EWT ( remarkably working ), do you think covered call is wrong?
In fact, I am not selling my MRNA and BNTX with covered calls, making delta cash during every drops!
WQJ: I understand investing, but covered calls ( not for you as you are not using any technical) are protecting the wealth, adding more ( if rightly used ) returns.
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QuantumScape is not even really solid state, it uses a gel instead of liquid.
They have some breakthrough, but it hasn’t even been scaled to more than one layer as it would be (30 times) for a real battery.
They have no idea yet on manufacturing and what it will cost at scale.
Still, it maybe a good buy for the long term.
But keep in mind their tech will quite likely not have much lead in density / recharging to Tesla’s batteries by the time they are in production (not for 5 years at minimum) and they will be more expensive.
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Now market is dropping heavily soon. Find out right price and get in.
I like QS as it is funded my gates foundation!
Here is an initial list, people that I think regularly share good, cutting edge content. I find a lot of other information, people to follow by following people they retweet. I will gather some more as they come up on my feed, but these are the ones I usually remember what they tweet. Also two podcasts I’ve learned a LOT from are DER Task force podcasts (they usually clearly explain deep technical stuff as a lot of politicians listen to them) and Redefining Energy (British guys with a global view).
@ shaylekann
@ Duncan_c
@ DER_Task_Force
@ leepnet
@ jjacobs22
@ mcjpod
@ JigarShahDC
@ EliasHinckley
@ James_McGinniss
@ TanujDeora
@ TheEnergyGang
@ MilesFarmer
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agreed. my only issue (that I don’t know enough as I am not a battery chemist) with Tesla and current battery tech is a) china controls most of the battery production and materials, and b) will the technology hit a limit on energy density. Also fast charging degrades batteries - if consumer want to recreate the gas station experience and fast charge, we are going to need better battery technology that can handle it. If people are okay with shifting their mindset that EVs are different than gas cars, then yes, Tesla’s lead holds too.
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Not with shares that are too volatile like TSLA. Sudden jump up means your covered call is severely underwater - you have to let your shares be called away. AAPL used to be very volatile, now, not so much.
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Tesla is now valued more on paper than all the major car companies combined that produce 50m cars to their 500k production. Batteries are key. China controls the battery raw basic materials. States like California with mandatory EV rules are going to destroy the United States. Sure start a crash program for getter faster charging batteries but don’t give American sovereignty to China. The naivety of scientists and Greenies will destroy our economy. Just imagine if all 50m cars were EV. Who will be making them? China. Politicians need to represent Americans not the religion of Global Warmers.
Why not ease into EV with hybrids. Both need hydrocarbon based fuels. In fact the inefficiency of power production and transmission make EV a lot less carbon neutral than they think. Nobody has come with a system that be run 100% fossil fuel free except with nuclear power plants
It means EV are not that great. Why should consumers change mindset. Why not EV manufacturers change their mindsets to build gas-powered cars?
Thanks a lot! I don’t know any on your list. Awesome!