I think he's suggesting that thinking of it as a "bad thing" or "good thing" is misguided.

With any new large scale project that impacts the environment comes new responsibilities and new duties in oversight. Historically, it's best to have a tempered outlook when it comes to these "revolutions."

I feel like I could envision an opposition to eventual sodium ion battery technology form these larger companies (that have oil ties) with their expensive new investments that they would want to protect, but maybe I am misguided or jaded. Either way that would be the potential thread I see in this being an issue.