> I will call out one thing for European readers. You’re suspiciously absent on lists of battery build outs

If I had to pull reasons out of my ass for this, I'd suggest South Australia and Texas both have a great deal of land with shitty agricultural output (as compared to Europe) and a lot more sunlight. I suspect building batteries is obviously very profitable today in Australia and Texas today, and companies will target Europe when the tech is a bit cheaper and the most profitable markets have been saturated.