Sure we&#x27;re far from commercialization , it&#x27;s a slow business. But it may be cheaper than solar+storage. And china may be a market - they are throwing serious money at it , and maybe not the only one.  And it may be more scalable, maybe.<p>And let&#x27;s not forget - solar is tiny. If you wanted to replace the energy infrastructure with solar - it would take decades , it would require a massive share of the world steel supply ,and it would be a huge building project, and the EROI would not be so big.<p>So it might be too early to say who will win the race.