The Unpredictability of the Solar Value Chain

There will always be some level of unpredictability about how companies might respond to these opportunities. Hanhua made a $2.5 billion investment in the US while we were doing the research and response to the inflation reduction act. I was surprised to see a pension fund as a top holder of a solar pipeline that wasn't really on my radar. That's a big opportunity and batteries, right? The sun doesn't shine 24 hours a day. So incorporation and more advancement in battery technologies will help enable more deployment of solar.