Muckerman: Yeah, it sure is. You think about Tesla (NASDAQ: TSLA) and SolarCity being combined, with some help from Panasonic and that lithium-battery factory. If energy storage does happen -- which, I think it would have to from renewable-energy sources -- the Tesla Gigafactory out there in California is looking to build more batteries than the entire capacity to build batteries worldwide is right now. So they're expecting the need to be there.