[Fozzie_DeBear]

I think microgrids are another option for the 3rd world which is another example of skipping whole generations of technology (like the cellphone vs landline).

Regarding the role of policy artificially inflating demand for EV's...there may be something to that. We shall see if the products can be compelling with little public subsidization.

Not sure what difference China's existing IC market means...you have to look at the rate and direction of change.

I shared this article with some professors at the U of C who focus on innovation, the one who has replied so far basically said that the 'writing is on the wall' and that Alberta's business model is still focused upon meeting the needs of the transportation sector that has existed since Henry Ford's era (selling the fuel). It has been a nice long run, but we had better prepare for the next phase.