The Index
400 dossiers · 1 need attention
A research screener for every company we cover. Search a name or ticker, then sort and triage dossiers by coverage freshness, our conviction and trading relevance.
electrification2 names· avg TR 4 | ||||||||
| The cheapest electron-storage on the grid at the worst round-trip efficiency on the grid — a genuine multi-day monopoly whose moat (iron at $0.10/kWh, a US steel-mill factory, ArcelorMittal upstream) is only worth owning if regulators keep paying for firm capacity rather than cheap throughput; the Google $1B deal proves demand exists, the sub-40% RTE proves the bet is on policy and capacity value, not arbitrage. | — | 0 | ||||||
| A structurally sub-scale #6 battery maker whose survival now rests on a US-policy bet that just inverted — the Ford anchor is gone, EV demand cratered, and the entire growth pivot (ESS/LFP) is a margin-thin race into China's home turf; only the SK Group balance sheet keeps it solvent, and there is no tradeable security to express a view on. | — | 8 | ||||||