I wonder ????How much weight the November US elections has on the current downturn in the Democrats IRA program and the effect on retail Solar ESS systems.
If The Donald is forced off the ballot by a SUPREME COURT ruling things will change IMV.
The other item of serious consideration for Moat Building is the US GIGGA Factory in Georgia for FREYR.
If the 24M tech is holding up for mass production as well as less of an incendiary possibility for the retail mentality this could be moat building if Itochu encourages these batteries to be funneled towards friendlies.