Kodak isn't the kind of companies I thought I'd look at... Ever. Yet, I'd buy this chart blindly.

But if I were to find a play on batteries, I wouldn't look at a dying brand which was never able to adapt, I'd look at much leaner pure-plays, and some of them are waking up real good lately.

This narrative goes with my SolarEdge thesis shared weeks ago, boosted by the war in Iran as another wake up call for households and industries to migrate to solar plus battery.

This is where the world is headed and this crisis is just a reminder of it, and as orders increase with stable rates, demand for lithium and efficient components also will, the supply chain is worth investing.

Electrification is the next step for the world.