The lithium market seems crazy and susceptible to high volatility from Chinese stockpiles. Meanwhile, battery technologies, even at the high end, are becoming rapidly commoditized and experiencing price wars, meaning new investment even into state of the art battery tech probably isn’t exposed to a lot of upside because all the consumer markets it can feed into will have consumers expecting the highest quality at bargain basement prices.

The exceptions will likely be highly industry-specific and involve complex military or enterprise consumers with special needs, and I doubt casual investors will have access to information necessary to reliably speculate about those opportunities.