$QuantumScape(QS.US) rose by +10%, with new updates on the pilot progress of solid-state batteries; $EOS Energy Enterprises(EOSE.US) rose by about five points, and $Canadian Solar(CSIQ.US) saw a small gain.
Solid-state batteries, long-duration energy storage, and PV modules are all waiting for their respective industrialization milestones. For targets like $QuantumScape(QS.US) that have not yet generated revenue, price elasticity has always been higher, and so is the drawdown 😪
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