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NoMalarkyZone t1_j01i6cf wrote

I would bet on CATL, I think the Chinese will basically prop that up no matter what and I won't be surprised if they win the battery wars.

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TimTaga t1_j01ixet wrote

I dunno, you could be right but at a glance their battery specs are way behind gmg, in power density, charging speed, materials cost, recyclability, heat dissipation, cycles/lifespan, fire safety. Almost every metric.

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NoMalarkyZone t1_j01k56m wrote

Thats why I don't necessarily pick a company. I toss the money in an ETF style China fund thats heavy in CATL, but represents a lot of Chinese energy storage / production sector.

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