This is one of those areas (like the .com boom) where you need to be careful not to buy into the hype. In the US some dominant players are Tesla with their giga battery factory as well as Solar City which focus on finance models and the installations. This is technology that requires a lot of R&D and you can bet your bottom dollar that SA companies will only do well on the financing, resell and installation side. The winners in SA in this space will be the financial institutions that fund flexible financing for hardware in the retail space, battery importers and perhaps companies that does large installations. This remains a developing country with limited opportunities when it comes to state of the art technology. SA for example missed the biotechnology boom completely because we're so far removed from where things actually happen.