From Giants To Microcaps: Some Energy Storage Winners To Watch
From Giants To Microcaps: Some Energy Storage Winners To Watch
Yo, have you noticed how EVs are already 20% of global auto sales? ⚡ And the U.S. grid is breaking records with all the solar + storage projects stacking up. Even if federal EV and solar credits are slowing down, storage isn’t stopping.
Some names I’ve been keeping an eye on:
Big Players:
- :- Core battery supplier,made $5B+ in energy last year.
- :- Crazy dominant in China’s EV market and huge battery ops.
- :- The lithium supplier keeping the whole system running.
- :- Big wind & solar utility tied to grid storage.
- :- Fuel cells deployed at over 1,000 sites.
High-Risk / Small Cap:
:- Tiny company moving from fuel delivery to microgrids & storage. Just signed a 28-year contract for a healthcare microgrid in California 409 kW solar + 300 kW battery, worth ~$5M over the contract life. Small but interesting if you like being early.
Honestly, storage isn’t a question anymore, it’s happening. Just wondering… which of these are on your radar? 👀
