Some perspective: over the past 5-6 years, I have seen a raft of companies pop up promising better batteries. Their business plans are all fairly similar, but

Some perspective: over the past 5-6 years, I have seen a raft of companies pop up promising better batteries. Their business plans are all fairly similar, but none really succeed (that I have seen); most are treading water, and few have produced returns. It seems breaking into the battery market is very difficult. Glass batteries, AC batteries, cheap graphene from biomass, silicon anodes, none have really succeeded, yet. Maybe a move to intermittent energy sources (e.g. wind, solar, hydro) which require batteries and transmission will drive adoption of new technology. If I were to guess, it will be a shortage of lithium, nickel, cobalt, etc.