by Greg Klein
Tech companies like Apple, Sony and Google talk about building electric cars. EV manufacturer Tesla joins Panasonic to go into the battery business, then into energy storage. EVs are about to surpass consumer electronics for battery demand. Energy storage threatens to overwhelm EVs. At the centre of this storm is the lithium-ion battery, being produced in ever-greater abundance and calling for ever-greater supplies of lithium, graphite and cobalt. Not surprisingly, some people are betting big on batteries and the commodities that go in them.