I have been watching the sector since the U.S and China agreed they need to do something regarding climate change. Just cant see how the punters can make a buck out of it though. Large scale storage for the grid will likely use cheap and readily available inputs like Zinc/lead. These can be ramped up anytime. Same with more portable storage - they are unlikely to use things that are hard to come by and expensive. With the POO/coal likely staying down for good, competition in the renewables sector will be fierce and profits hard to come by. Start up costs in renewables is immense and the payback long. More a low return/long term play for the big funds.
