US cluster bombs were recently used to kill Russian civilians sunbathing on the beach in Crimea. US weapons, US targeting.
In response, Russia has stated they are no longer in a state of peace with US.
US commander-in-chief is likely set to resign with VP being promoted to first female President in US history. A show of power is typical when credibility of a President in deeply debated.
Things appear to be shaping up for an escalating US-Russia conflict. In that scenario, interest in speculative EV plays is likely to crater to near zero with all hands focused on war-time investment plays.
Ironically, real energy plays (oil and gas) will likely be the stalwarts.
Nano One increasingly looking like it may prove to be the victim of poor geopolitical timing. Fatally so.