I was surprised to learn the US actually is 43% renewable+nuclear. Plus almost all new generation is renewable.

China gets a lot of attention because they're still building out their grid, but the US hasn't been doing bad at transitioning. Our biggest issue is slow adoption of electric cars, but I largely blame Trump for that.

Iirc the imports are mostly hydro from Washington State and BC hydro

Generac is the big one. They've got a mix of retail units and industrial grade.

I've also got some money in Dragonfly, which has primarily focused on truck battery alternatives, but it's moving into larger scale products.

Then there's a big lithium mine being constructed in Thacker Pass, Nevada, which trades under LAC.