$RELL presented at the LD Micro conference yesterday and provided many important updates on their BESS segment. They are currently working with partners on some "very significant opportunities" to bring BESS production to the U.S. (likely in a similar manner to the Gotion deal). Management also specifically cited that their key end markets are "commercial, industrial, and datacenter markets". I have built a meaningful position in 12/18 $30 calls and haven't trimmed a single bit of my original position. Below is an infographic that management provided during their presentation, which I think lays the situation out pretty clearly.