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25.01.26 - 14:15
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2026 Is The Year Of Balance Sheet Engineering In The Battery Storage Market (ZeroHedge)
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2026 Is The Year Of Balance Sheet Engineering In The Battery Storage Market
By Michael Kern of OilPrice.com
In the first quarter of 2026, the global energy storage market is no longer a playground for visionaries... it is a graveyard for the undercapitalized.
The data is rough. As of March 2025, QuantumScape sat on $860 million in cash against a trailing twelve-month burn rate of $331 million. This 2.6-year window is the "valley of death" made manifest in a ledger.
While the early 2020s were fueled by the speculative highs of SPAC mergers and theoretical energy density, the 2026 market has pivoted to "Balance Sheet Engineering."
Success is now measured by manufacturing yield and the ability to exploit the U.S. Inflation Reduction Act (IRA) Section 45X.
The gap between a patent and a production line has become a chasm that physics and finance are struggling to bridge.
Lessons from the Liquidation Slow-Burn
The history of next-generation batteries is written in the records ...
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25.01.26 - 04:42
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Investors′ expectations from Union Budget 2026 (Times of India)
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The government should definitely make a uniform policy for accredited investors but with fewer norms. And before angel investors, the government should look at F&Os as they are even riskier and more speculative. Angel investing drives capital formation....
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24.01.26 - 15:02
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Apple: Quartalszahlen am Donnerstag – das wird erwartet (Der Aktionaer)
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Die Berichtssaison der US-Konzerne nimmt in der kommenden Woche Fahrt auf. Unter anderem vier Tech-Schwergewichte, die zusammen rund zehn Billionen Dollar Marktkapitalisierung auf die Börsenwaage bringen, werden ihre Bücher öffnen – darunter Apple mit den Zahlen für das erste Geschäftsquartal....
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