If I were a VC or PE firm, this is exactly where I’d be putting a lot of money in the next year or two. Right now there’s a lot of fear given the stance of the current administration, which makes it pretty ripe for smart money willing to play the long game (as Buffett famously noted).

The technology keeps improving, clean energy is increasingly shaping up to be a new arms race with China, and politics these days tend to swing back and forth wildly. By 2028+, it’s very plausible we’ll see things 180 and there'll be plenty of government attention given to clean energy. Even the current administration could change their tune if it's positioned as "beating China" (or even for no reason at all, because who knows with them).

Spending a couple years to prop it up and become a well-established player by then could be a huge advantage.