On a recent episode of the Catalyst with Shayle Kann podcast themed around the “electric supercycle,” energy investor Andy Lubershein laid out a framework that should reshape how investors think about the EV trade. He argues four building blocks form what he calls the “electro-industrial tech stack”: solar photovoltaics, lithium-ion batteries, electric vehicles, and power … Energy Expert: Electric Vehicles Are the ‘Keystone Species’ of the Next Megatrend. Will Tesla’s Stock See Massive Gains?
