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this post was submitted on 23 Jul 2026
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Incidentally, this is why I'm heavily invested in battery technology.
Kinda looks like a sunrise ๐
Wow California has a lot of renewable energy. Even if all of it's imports are fossil fuels that's still pretty good.
I was surprised to learn the US actually is 43% renewable+nuclear. Plus almost all new generation is renewable.
China gets a lot of attention because they're still building out their grid, but the US hasn't been doing bad at transitioning. Our biggest issue is slow adoption of electric cars, but I largely blame Trump for that.
Iirc the imports are mostly hydro from Washington State and BC hydro
Any companies in particular?
Generac is the big one. They've got a mix of retail units and industrial grade.
I've also got some money in Dragonfly, which has primarily focused on truck battery alternatives, but it's moving into larger scale products.
Then there's a big lithium mine being conducted in Thacker Pass, Nevada, which trades under LAC.
Right on. Ill take a look at these. Thanks!
They're currently all in the god's damned toilet. But... hope springs eternal.
Buy low, sell high
That's what they keep telling me
Tbf, renewables and their peripherals, paper products, physical PMs, are the ones that will do well long-term. Health, domestic AI, banks are radioactive.