BESS
Bimergen Energy Corporation
Mentions (24Hr)
0.00% Today
Reddit Posts
Mentions
Calls on Solar and BESS providers.
Solar panels have zero rare earths in your link and this “Battery Energy Storage Systems (BESS) Grid-scale batteries need advanced cooling systems to operate safely and reliably. Rare earths like neodymium and dysprosium are used in the magnets that power fans and pumps. Other elements, like cerium and lanthanum, are used in sensors that monitor and manage battery temperature. Even though these materials are used in tiny amounts (on the gram-to-milligram scale), they are essential to preventing BESS systems from overheating. “ None of the actually batteries have rare earths (promoted by fake news and gobbled up by lemmings) and only magnets in the cooling system which can be replaced by brushed motors without magnets. Again, no need for rare earths.
Still seeing solar being the biggest growth in terms of utilities. BESS is really winning new energy generation. [https://www.eia.gov/todayinenergy/detail.php?id=67005](https://www.eia.gov/todayinenergy/detail.php?id=67005) >In our STEO forecast, utility-scale solar is the fastest-growing source of electricity generation in the United States, increasing from 290 BkWh in 2025 to 424 BkWh by 2027. Almost 70 gigawatts (GW) of new solar generating capacity projects are scheduled to come online in 2026 and 2027, which represents a 49% increase in U.S. solar operating capacity compared with the end of 2025. >Much of the utility-scale solar generation capacity additions will come online in Texas. We expect that solar electricity generation supplied to the grid managed by the Electric Reliability Council of Texas (ERCOT) will grow from 56 BkWh in 2025 to 106 BkWh by 2027. Increasing amounts of battery storage capacity help to support the fluctuations in solar output during the day. The electric power sector plans to expand battery capacity in ERCOT from about 15 GW in 2025 to 37 GW by the end of 2027.
To add on. A crash is product of an economic condition not bad products.. I may be speaking out of my ass, but from what I understand. AI is obviously incredible it will change the world, more than it has already. Even still, there is a shit ton of cash flooding into the sector. Entire companies are changing production lines to meet the need. Every company is thinning its staff due to AI adoption (supposedly). We are pumping out data centers and BESS plants for capacity in order to keep up with foreign countries AI. The energy sector has to produce more energy to keep up with demand. What happens when it can’t? Then what happens when some person in their garage figured out a better version which is now free. Well now you’re left with a lot of money in a lot of bad debt. A lot of banks get bailed out and we do it all again. I could fact check myself, but Cunningham’s law and all.
Another excellent post, thank you very much. Some challenging content for readers not in the industry but carefully explained and a thorough insight to the pros and cons of various BESS options. The fact you see potential in Invinity is very reassuring. And you’re right about Howard Hamlin!
Glad to hear there's interest in academia too! It's neat to see all these new technologies getting widespread attention with the BESS boom.
To ignore the strength of Chinese IP is pure cope. Tesla is successful because it was first in line to leverage Chinese innovations in battery, and now solar, energy storage, and in the future robotics. If the energy of the future is BESS, China is on the frontier with giants like CATL. Since the US obviously will not let native Chinese companies into the US, the only alternative is companies with connections to both able to transfer tech FROM China TO the US. Any other company not able to do so like the many many EV startup failures in the US, or those late in line like incumbent ICE, will be uncompetitive.
Seems like the next big AI thesis play is that utilities and power is going to grow big time? So I'd imagine that works out well for BESS picks like EOSE (as well as ETFs like XLU). Hope it recovers for you. I'm considering entering here.
Ford Energy stated that they were going to pivot to Battery Energy Storage Systems (BESS), like those Tesla Megapacks. But if they are closing down this plant, where are they going to get their batteries? Oh my bad, Ford was lying about these battery storage systems.
Your overview provides little rationale for why VFBs will be successful other than they are not Lithium Ion. While that is certainly a distinction, it basically ignores that there are other battery chemistries out there and dozens of BESS suppliers building on those chemistries. BESS deployment will be a huge market for sure with room for more than one OEM, but some color on how VFBs compare with the zinc based BESS systems from EOSE, or the sodium based BESS systems from PEAK, or even the handful of solid state startups would be useful. There are a wide range of approaches to this problem and the only thing that the companies coming to market share is they ALL claim their technology is superior. What does VFB offer over all of the other emerging battery technologies?
Well said. Yeah i always point out that even Texas and Florida are growing their BESS market. It just makes the most economic sense now. It's insane how much the cost of solar panels have come down and the technology continues to get better. Same with batteries.
Power Gen still seems to have juice. POWL looked great from their last report. GNRC had a good report and saw a great day yesterday Bought some MWH ipo yesterday. BESS play.
I work at a large financial institution and I recently had this company land on my desk. I spent a week doing an in-depth analysis of the business and fundamentals, not looking at the stock technicals other than the overall decline. This company is terrible, please do yourself a favor and gamble on SPY calls instead. A summary of my full DD is below, and if you’re thinking of investing do yourself a favor and read this. Then double check my work yourself via the 10Q, recent 8Ks / PRs, and general research. Fundamentals: Revenue growth alone is NOT a sign of a company being successful. Take a look at their most recent 10Q- this company is hemorrhaging cash. Revenue is up a couple hundred percent, sure. However- NXXT is positing itself a next-gen microgrid developer, with wireless EV charging, BESS, and solar all in one. They have not generated a single cent from this business. All of their revenues have come from their legacy mobile refueling business, which is not something that will make this company successful long-term. They have no progress on their next-gen technologies. They haven’t developed a prototype microgrid to prove real-world efficacy. They have a couple of patents and some “agreements” with other early stage energy companies for BESS and solar technology licensing, and yet they haven’t spent or received anything from these deals. Until dollars start to change hands, these agreements don’t mean anything. Fundamentals TLDR- The speculative part of this business where retail investors see promise is entirely speculative. You’re better off throwing it all on red. Financials Calling the financials of NXXT a “dumpster fire” would be a compliment. They are at serious risk of entering bankruptcy in the next 12-24 months. Following their most recent share purchase agreements at the end of 2025, they were able to get some cash on their balance sheet in the range of 2.5-7.5 million. What people don’t see, however, is that these SPAs are due as debt THIS YEAR, at effectively an 18% interest rate. Total due just on these SPAs in 2026 is ~$9M. They’re also being sued for defaulting on a previous $5M loan from Cohen Global Energy. In total, they have $24.7M in debt due in 2026. And we haven’t even talked about their cash burn from operations. NXXT had a $45M net loss from ops. at the end of Q3 last year; and that number will be higher when FY results are released. They have a 17.23M stockholders deficit. In addition to the $~25M in short term debt, they also have another $10M in current liabilities (also due in the next 12 months). They burned $14M in cash from ops, and are operating at a working capital deficit of $30M. Financials TLDR: this company is NOT profitable, and are not even close to becoming so. If they don’t go bankrupt in the next 2 years I’ll donate my 401K to a wildlife charity. Ownership NXXT is 66.5% insider owned, largely as a function of their constant share purchase agreements used to keep the company *barely* afloat. Institutions only own under 4% of total SHO. If you think billion and trillion dollar financial institutions are missing something that only you can see, seriously think about what that says. Their SPA agreements also function to constantly dilute the stock, thereby decreasing its value. The CEO himself has more than a 50% ownership stake. No wonder he sounds so confident about the future of his company. Stock Performance This company is 12 months out from a reverse merger and the stock is down 75% on the year. The only reason it’s not lower is unfounded retail hype. Check the 1Y chart, not the 15m or 5m. Summary- TLDR NXXT is a dumpster fire from a financial perspective. They have no proof that they can execute their long term business plan, and they’re a significant bankruptcy risk. Their revenue growth comes from mobile fuel delivery, and despite the increase they still had a net loss of 60M by the end of Q3 2025. Save your money, throw it all on red at the roulette wheel instead.
I personally doubtful that zinc will be a long term winner in BESS solutions, lithium is leading now, but in the long run it will be sodium or iron due to cost and safety. If you follow the BESS news, [sodium ](https://www.energy-storage.news/energy-vault-to-secure-1-5gwh-of-us-manufactured-sodium-ion-bess-from-peak-energy/)and iron have been winning contracts
some industries getting hit as if AI is vanishing tomorow BESS Memory Storage non meme nuclear and other as if metals aren't a safe place in market volatile times gold, silver miners
Oh for sure It's one of those things where I think market misses nunance and when you dig deeper, you can find great things. Solar and chips are like that. Like with solar, there is the world of BESS/Utilities which are growing great. Stuff like NXT/SHLS are killing it. I like FSLR as well. However, the residential side of things are great. People also think that solar requires subsidies, but BESS is actually so economical now, it's taking over energy generation. With Space, there is a lot of hype, but when you dig into it, companies that deal with sensors and components for satellites are doing well.
So sorry about not getting back to you earlier! BESS/Utility solar is not a fad and it's what the market misses. Utility is growing like crazy and basically is the most economical way to generate new energy, even without tax credits. I would suggest doing some research. It's pretty insane. HWM is a bit different, since they are more of the component maker of parts and tied to like all new aircrafts. Just more specialized here and I like the valuation. I've owned ANET for years, great company. I can get you a list of things later!
My core holdings for solar is really NXT, SHLS, and FSLR. My favorite speculative battery company is ELVA. Part of the problem is a lot of battery tech has really ran and it's probably way overvalued. Plus a ton of of them aren't profitable. ELVA is kind of there. They are now becoming profitable and transitioning more into BESS, also building a factory in the US, since they are a Canadian company. Just an example with how much some of the battery stuff is running, ELVA is up like 42% the past month. I found them like a month or so ago, so just watched this thing keep running like crazy.
More BESS news: [https://www.pv-magazine.com/2026/01/20/global-bess-demand-jumps-51-in-2025-as-installations-top-300-gwh/](https://www.pv-magazine.com/2026/01/20/global-bess-demand-jumps-51-in-2025-as-installations-top-300-gwh/) >Around 315 GWh was installed across both grid-scale and behind-the-meter battery energy storage system (BESS) markets, representing nearly 50% year-on-year growth, according to Benchmark Mineral Intelligence. >Geographically, China and the US led deployments, with China far outpacing all other markets. The world’s largest BESS market installed more battery capacity in December alone than the US – the second-largest market – deployed over the entire year. Meanwhile, Saudi Arabia, Australia, and Chile moved into third, fourth, and fifth place, respectively, displacing the UK and Italy from 2024’s top five markets. >Grid-scale projects were the primary driver of growth, accounting for nearly 240 GWh of global installations. Project sizes continued to increase, with 46 giga-scale projects entering operation in 2025, up from 17 in 2024. Looking ahead, more than 150 giga-scale projects are currently in the pipeline for 2026.
Because LNG turbines are still a path forward for a lot of data center and other energy names since there is a huge backlog to hook to the grid. Companies are looking to diversify and both have strong growth. For example, it's about a 7 year wait time for an LNG turbine [https://www.spglobal.com/energy/en/news-research/latest-news/electric-power/052025-us-gas-fired-turbine-wait-times-as-much-as-seven-years-costs-up-sharply](https://www.spglobal.com/energy/en/news-research/latest-news/electric-power/052025-us-gas-fired-turbine-wait-times-as-much-as-seven-years-costs-up-sharply) They are in such demand right now, that companies are actually retro fitting jet engine to use them as turbines. I'm very bullish on BESS in general, but LNG is going to take a while to phase out.
Agreed on BESS, but why LNG? They are actually opposite theses. LNG is naturally much more expensive than local pipeline prod, 3 times as expensive. Natural gas is thought to be a "bridge fuel" for inconsistent solar and wind. BESS makes S+W more consistent, so that challenges the need for natural gas. The LCOE for S+W is lower ex-US because there are either subsidies or freer trade with China, but even in the US, S/W LCOE is lower than natural gas where piped is 3 times cheaper. European natural gas consumption for example has decline for 3 years, so EU is not a LNG growth story.
Most power generation is going the way of LNG and BESS.
More BESS stats, can't link since these are tweets, but man, it's hard not to be bullish on solar for utilities. >BESS made up \~25% of new US grid capacity added in the first half of 2025 Solar and storage accounted for 82% of the total ... >Solar and BESS account for >81% of generation seeking interconnection in Texas, and the trend is accelerating
China already won. They install more [BESS facilities ](https://www.ess-news.com/2026/01/20/global-bess-demand-jumps-51-in-2025-as-installations-top-300-gwh/?utm_source=Energy+Storage+%7C+Newsletter&utm_campaign=22deebf4ea-dailynl_ess&utm_medium=email&utm_term=0_340f72e33a-11dae14eca-494530411&ct=t)in one month than US did in the entire year. In addition, I have been reading their AI is significantly more energy efficient.
If cheap power is the issue you'd go solar + BESS....
I don’t see it as that binary. Enphase is kind of components, components used for residential and commercial. Plus the adoption spans both. The townspeople see the farmer uses solar and wind to get free electricity, they are interested. The businessman wants an efficient home so builds a house with renewable power included, and realizes this would be great for his retail store locations too. The qualified installers and designers for commercial will be the same crews doing residential and vice versa. You don’t even necessarily need BESS. Just solar alone can knock your electricity bill down by 50-100%. BESS allows someone to go off grid, but 99% of scenarios can still be grid connected. Co-gen varies from place to place, but in every jurisdiction, free electricity is free electricity.
I post about a lot here, but there's like two kinds of solar, utility and residential. What ENPH does is more residential, which I'm still pretty bearish on. However, utility level is killing it. FSLR is utility level. Same with NXT and SHLS. Like even Texas and Florida are some of the fastest growing markets for utility level. From everything I've seen/read, BESS is really winning the energy generation race.
I ran this through my scoring model because the "$400M contract vs. $40M market cap" headline is usually a trap. After digging into the press releases and financials, here's the reality check: **Why the market faded the pop:** **1. Contract Structure Risk** These are **EPC (Engineering, Procurement, Construction) contracts**, not product sales. The revenue recognition is milestone-based over \~2 years (through 2027 per the PR). The $416M headline is the *maximum gross contract value*, but the company's actual margin on EPC work is extremely thin. In Q3 2025, they recognized $24.1M in revenue from a similar Texas BESS project but generated almost **zero gross profit** due to EPC accounting treatment. The CEO explicitly said: *"the $24.1M we recognized in Q3 did not generate significant gross profit due to the accounting treatment for this EPC industrial project."* Translation: Revenue ≠ Profit. The market knows this. **2. The Balance Sheet Problem** As of Sept 30, 2025: * **Cash:** $5.7M * **Working Capital Deficit:** \-$15.4M * **Stockholders' Equity:** \-$11.8M (yes, negative) * **Debt Due in 12 Months:** $16.5M To fulfill $400M+ in EPC work, they need **massive upfront capital** for battery modules, labor, and site infrastructure. They don't have it. The company itself disclosed: *"substantial doubt about the Company's ability to meet its obligations"* and is seeking to restructure $16.5M in debt. **3. Dilution is Coming** They raised $2.9M via stock sales in H1 2025 and have been consistently diluting (\~10% annually, but accelerating). To bridge the financing gap for these contracts, they will almost certainly issue more equity at depressed prices, crushing existing shareholders. **The "Asian CEO" Thing is a Red Herring** The real risk isn't fraud - it's **execution + financing**. This is a barely-solvent microcap trying to punch above its weight class. If they miss milestones, face cost overruns, or fail to refinance debt, equity holders get wiped out. **Bottom Line:** The contracts are real, but the *profitability* and *financing path* are not. The market spiked on the headline, then sold when analysts read the 10-Q and realized the company is burning cash faster than it can generate margin from these projects. Not saying it can't work - if they execute flawlessly and secure favorable financing, this could 5x. But the base case is dilution, not appreciation. **TL;DR:** High revenue ≠ High profit. Check their Q3 10-Q filing—they're revenue-rich but cash-poor, which is why the stock retraced.
Came across when screening/trying to look more into BESS plays. The run on them the past month is pretty wild, but the fundamentals of the company are not bad by any means.
Marketcap is big enoug now, but I missed a big run up, but you ever look into EVLA? Might be something you dig. Canadian company that is getting more into BESS and building a factory in the US. Another battery name.
Taking a look. Thanks for sharing. ELVA is similar story. Came across them when trying to find more names in the BESS space. They are battery company and building a new warehouse in the US, working on more BESS.
Yep. Software engineer here, but I follow a lot of the BESS/grid stuff around solar and it's so cool. Really awesome to see how much success it's having now and also wild to see how much the cost of panels have come down. Find it really interesting. Do you work in the industry?
My investment thesis from a few years ago was like focusing on companies that will do well with those bills, general trends of electrification, physical data center, HVAC. This was before openAI really took off, so i've done pretty well positioning. Then of recent added stuff around aerospace, defense/navy and modernization of that sector. Been trying to think of some new macro themes, but still working on. I think some interesting things are going to be like a ton of small businesses have boomer owners that are going to retire with no succession plan. Computer vision and warehouse automation. Just some stuff, it's hard to find plays around. Like I'm big on the idea of BESS, which is battery storage with solar, but it's hard to find names that I want to own outside of NXT and SHLS.
Yep. Like I'm ok with missing some things and also I tend to tweak my screener a bit. Like I'm ok with looking at less ROIC, if I can get more EPS growth for example. Or maybe rather than just look for revenue growth in the double digits, look for something over 5%, but a ton of EPS growth, which means margins improving or buying back a ton of stock. You can still catch some interesting stuff. I sold out of that tiny railcar company, but made like 40% profit on them. Caught that interesting Canadian company that deals with BESS that I messaged you about, market cap too tiny, that is up like 70% the past month. Came across TTI a few months ago: [https://www.reddit.com/r/stocks/comments/1okpz3y/comment/nmez5m2/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/1okpz3y/comment/nmez5m2/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) Never opened a position, but stock is like 30% since that post. I personally just hate finding companies that look awesome, then all of sudden I missed out on the like the 50% move over the past 1m or like 3m lol. That's the worst. However, I'm a big believer that unless you are buying like pure speculation, one of the worst things you can do an investor is over pay for something. Also, everyone has different approaches, the screening keeps me honest and keeps me constant. I break the rule every so often if it's a company I find compelling enough.
Two operational SMRs globally in 15 years. Yawn. 70 under construction. Yawn. Meanwhile solar and BESS are accelerating revenue and profit overtaking coal. [https://world-nuclear.org/information-library/nuclear-power-reactors/small-modular-reactors/small-modular-reactor-smr-global-tracker](https://world-nuclear.org/information-library/nuclear-power-reactors/small-modular-reactors/small-modular-reactor-smr-global-tracker)
HOUSTON--(BUSINESS WIRE)-- LandBridge Company LLC (NYSE: LB; NYSE Texas: LB) (“LandBridge” or the “Company”) today announced that it has entered into development agreements (Option to Lease Agreements) with subsidiaries of Samsung C&T Renewables, LLC (“SCTR”) providing the option to lease acreage for two potential Battery Energy Storage System ("BESS") projects in Pecos and Loving counties, Texas with an aggregate capacity of 350 MW. The agreements grant SCTR exclusive rights at each site location to deploy and develop a BESS facility designed to enhance grid stability, support renewable energy integration, and deliver clean power to the local grid. The projects, which could achieve commercial operation as soon as year-end 2028, represent the first BESS projects on LandBridge’s acreage and underscore the Company’s commitment to leveraging its premium land assets for innovative projects across conventional and renewable energy development. Interesting news here from $LB. Looks like they’re diversifying. Stock price looks interesting here too
That’s me! Nothing really in that space. Missed the run on ORA since it was always too expensive for how I like to buy things. Never really found any plays in geothermal directly that made sense. It’s like BESS. I know the technology is growing and I’m more bullish on both, but it’s hard to find pure plays. Been eyeing HTHY recently, which they are just more grid modernization. It’s a big boring Japanese company, but should be a great set and forget computer.
As someone who been trying to research the space more, any thoughts on any companies to get into BESS? I own NXT and SHLS as my solar utility plays and looking into HTHIY for some exposure to grid automation. Just have a hard time finding companies that are profitable in the space. Thanks!
EOSE fresh lows, hilarious that Mutaliskgluon doesn't think Lithium Ion is going to win the BESS race (I work in the industry, it's being deployed in GW right now and no other chemistry is even off the ground). Also isn't it poetic that when mustalisk and steak itchy capitulated on their puts market pretty much set a local top? Someone @ me next time they capitulate so i can go short
I’m betting on XLU LEAPS right now. The whole sector is going through a massive upgrade because of all the new battery storage BESS and the infrastructure bill (IIJA). I just grabbed my first contract, 1 Jan 2028 $38 Call, and if it moves like I think it will, I’m planning to keep buying more through 2030. I'm betting on the sectors projected increase because it's regulated not just speculative. Hoping the leverage will outperform the broad market but still keep the same defensive protection the sector is known for.
Makes sense. Never looked too much into them outside what is posted here. From all my time looking into BESS names, it's hard to find stuff I want to buy based off how I invest.
Not long, but seems interesting. It's hard to find battery names and BESS names that I want to invest in, since a lot aren't at valuations I like or even generating FCF. Just a lot of speculative stuff gets hit whenever there is going to be down turns in the market. There's a canadian name I came across that is kind of interesting, but marketcap/price might be too small to share, but they are opening a factory in the US soon and now becoming profitable.
BESS is still unsuitable for bulk seasonal energy storage though, ie when you might only discharge fully a handful of times a year. This is the target use case for underground hydrogen storage. Until this storage mode is cheap I can't see how pv/wind can become a majority source on the median grid without taking large risks on blackouts.
Yeah works in a lab but so far the market is choosing BESS. Burning any resulting hydrogen is better match for thermal needs than electrical. Batteries keep dropping in costs and induction is eating into hydrogen's best applications.
You can get a good look at a BESS system by sticking your head up an engineer’s ass, but I’d rather take the developer’s word for it.
Kind of buried, but this is pretty interesting: >To boost revenue, Ford will turn its Kentucky EV-battery factory into a battery-storage business for customers such as utilities, wind- and solar-power developers, and massive data centers that train artificial intelligence. It's still pretty crazy how much BESS, **Battery Energy Storage System,** is really winning in terms of power generation for utilities.
It’s really hard to find names in the space I want to invest in for BESS. However I did by them when you brought them up and still long on NXT.
PS: China beats US severely in BESS installations and utilization.
Another data point showing how much solar + battery storage is really winning in terms of energy generation. [https://rhomotion.com/news/global-bess-installments-increase-29-y-o-y/](https://rhomotion.com/news/global-bess-installments-increase-29-y-o-y/) >the grid-scale BESS market saw 12.7GWh of new capacity enter operations globally in October 2025, a y-o-y increase of 29%. China led new operational capacity with just under 8.8GWh of utility scale BESS being added0 – a m-o-m increase of 72% – including one giga-scale vanadium flow battery. The US saw the next largest monthly capacity additions to the grid with 2.3GWh entering operations. This is a m-o-m decrease of 40%, however this was up y-o-y verses October 2024 by 13%. Australia saw 980MWh enter commercial operations in the form of the second phase of the Waratah Super Battery in NSW, however technical issues regarding transformer failures have reduced the operating power to 350MW until 2026. Europe saw just under 500MWh of new grid-scale capacity commissioned which includes a 260MWh project in Bulgaria with Hithium acting as system integrator. **Global YTD deployments have reached 156GWh, a y-o-y increase of 38%.** >Snapshot grid BESS installations in YTD 2025 (Jan-Oct 2025) vs YTD 2024 (Jan-Oct 2024), YTD % >• Global: +38% • China: +27% • Europe: +21% • North America: +21% • ROW: +242%
Westbridge Renewable Energy Corp. Developer of solar power /BESS projects. Today got their final transmission and connection approvals for their Dolcy project near Wainwright, AB. (Just days after the pipeline MOU between the feds and Alberta) Looks like a good play. Summary of most recent quarter: Q3 (ended Aug. 31, 2025) $1.5 M Net loss EPS: -$0.06 cash on hand: $30.1 M working capital: $29.9 M Westbridge has 21 renewable power / BESS projects in the pipeline in Canada, US, Italy and UK
No because EOSE is in a secular trend and is still needed regardless of the DC demand. They have a better product that TSLAs BESS and will only get more market share poverty time.
This is bullish for BESS plays as well such as EOSE, FLNC and TSLA. DataCenters will be buying lots of behind the meter storage for both backup and to buy electricity when the rates are lowest and then store it for when rates are high. FLNC just released and had a strong guide for 2026: The Company is initiating fiscal year 2026 guidance as follows: * Revenue of approximately $3.2 billion to $3.6 billion with a midpoint of $3.4 billion. As of September 30, 2025 approximately 85% of the midpoint of the Company's revenue guidance is covered by the backlog as of that date. * Adjusted EBITDA^(1) of approximately $40.0 million to $60.0 million with a midpoint of $50.0 million. * ARR of approximately $180.0 million by the end of fiscal year 2026. [https://ir.fluenceenergy.com/news-releases/news-release-details/fluence-energy-inc-reports-2025-financial-results-and-initiates](https://ir.fluenceenergy.com/news-releases/news-release-details/fluence-energy-inc-reports-2025-financial-results-and-initiates)
You can't run a large data center just on onsite solar for a variety of reasons and there are long lines to hook renewables and large data centers up to the grid (interconnect queues). The largest BESS in the country can only power a large AI data center for a couple hours. You don't seem to understand just how much load 500MW up to 1GW+ is, that's what these new AI data centers are going to be drawing. The scale is far too large for any non-fossil fuel or nuclear onsite solution.
This is a really solid breakdown and you're highlighting something most people still aren't paying attention to. Everyone's focused on GPU supply and model training costs, but the power infrastructure constraint is the real limiting factor for AI scaling over the next 5-10 years. The PJM capacity auction jump is wild - $16.1B with $7.3B directly attributable to data center load is a massive signal that this isn't a future problem, it's happening right now. And that 5-year median interconnection wait is brutal. If you're a hyperscaler trying to bring a new AI training facility online, you can't wait 5 years for grid connection. You have to go off-grid or hybrid, which completely changes the economics and the vendor ecosystem. From an investing perspective, this creates some really interesting plays: **Utilities with data center exposure in their service territories** are basically getting guaranteed load growth for the next decade. That's rare. Look at who's servicing the Northern Virginia corridor, Phoenix, and Texas clusters. They're going to print money on capacity charges. **Independent power producers that can move fast** \- natural gas peakers, distributed generation, microgrid integrators. If you can deliver contracted megawatts in 18-24 months instead of 5 years, you're worth a premium. The companies that can stand up modular power solutions are going to be in high demand. **Transformer and electrical equipment manufacturers** \- you mentioned long-lead equipment bottlenecks. If transformers and turbines are the constraint, whoever makes them has pricing power. This is boring infrastructure stuff that nobody talks about, but it's critical path. **Energy storage and battery systems** \- BESS is becoming essential for peak shaving and grid independence. The economics only get better as capacity prices stay elevated. The Texas situation is particularly interesting. 35 GW of peak DC load by 2035 in ERCOT is insane considering their current struggles with peak demand. That grid is already stressed in summer. Adding that much baseload means either massive buildout or rolling issues. Either way, companies that can operate off-grid or provide their own reliability are going to have a serious advantage. What's your take on nuclear coming back into the mix? We're seeing chatter about SMRs (small modular reactors) as a longer-term solution for data center baseload, but the timeline and regulatory path seems even messier than grid interconnection.
FGL: Stock had a nice move today and plenty of room to move further. News below is not new but recent. Just wanted to remind you how cheap it is and where it can go. On September 26, 2025, announced a landmark 276 million project to develop a 310 MWp solar photovoltaic power plant and a 620 MWh Battery Energy Storage System (BESS) in Sarawak, Malaysia. This project is part of a larger initiative that includes a 200 MW Tier-4 Green Data Centre Park. Significant Contract Opportunities: On September 24, 2025, the company stated it is positioned to benefit from up to RM17.4 billion (USD4.1 billion) in EPCC (engineering, procurement, construction, and commissioning) contract opportunities through 2028, driven by government green energy programs
Says you, most Li related companies are up massively YTD (miners/refiners) driven by AI/BESS/EVs growth... Stocks/companies valuation always precede increase in prices. It's not cool to be bearish lithium anymore. Boom - Bust - Boom - Bust... repeat.
They mentioned expanding into a variety of battery feilds (hence 100+ filed, filing, or approved patents). However Its been a moment since I saw the list of patents directly, but I believe I remenver the mention of possibly moving into BESS's with a few of those patents.
Energy stock (BESS mainly and lighter on solar).
BESS battery efficiency ratio is maybe 90%, aka 1MWh charged = 0.9 MWh discharged. And you pay the electricity transfer price and cost in between for charging, unless you charge with local wind/solar etc. Let's say you install 50 MWh site. You can use effectively MAX 45 MWh of this. with 90% efficiency, you get 40,5 MWh. Now on an average day, you could get 50 $ / MWh benefit, so about 2025 $ / day on average, even if on 'some days' it could be more. 2025 x 365 = 739 125 $ per year 50 MWh site costs fully installed, not accounting for additional operation and maintenance costs are maybe 6,5M$ minimum. My estimates are actually based on facts, I have experience in the industry and direct links to BESS container suppliers/manufacturers. This monstrosity has a 8+ year PAYBACK TIME to break even, not accounting for operational costs, maintenance costs, and estimated lifespan is maybe 5-10 years for this. Now, it's a bit different for grid frequency balancing (IDK if that is common US, it's growing thing in EU), but this is not what you highlighted in the post. BESS is installed because the grid operators, renewable builders etc NEED to to protect the grid and their investments, but it's not good for what you outlined.
Nice gain, I've been doing DD on utility scale BESS stocks and I honestly don't know why would anyone rather own EOSE, than NRGV or FLNC, because to me EOSE seems absolute dogwater from the financial standpoint (massive debt) and even its backlog is smaller than NRGV or FLNC in monetary value.
FLNC is the market leader in this space. Siemens and AES are parent companies. You can't have renewable infrastructure without grid scale battery backup. Data centres will learn heavily on BESS Technology
I work in the industry and will just say the BESS industry is growing, our company is rolling is out 10+ next year in just our region but know of over 100 rolling out across the territory including leasing opportunities between 2026-2027. It is risky with this administration due to some of the executive orders many of the projects have been halted and require petitions to move forward.
On the battery production and innovation side I like LG Energy Solutions and Samsung SDI. These stocks pulled way back a few months back over concerns about the EV market downturn, but you’re right that nobody was talking about the opportunities in addressable market for BESS products.
NRGV is the more innovative of the two. For example, they combine hydrogen with BESS or hydropower. [https://www.energyvault.com/projects/minieradenergia](https://www.energyvault.com/projects/minieradenergia) [https://pv-magazine-usa.com/2025/09/30/california-hybrid-hydrogen-fuel-cell-and-battery-storage-facility-is-now-online/](https://pv-magazine-usa.com/2025/09/30/california-hybrid-hydrogen-fuel-cell-and-battery-storage-facility-is-now-online/)
I know a thing or two about the industry, and i dont think that SPOT electricity price optimization is the thing - you will never pay back the batteries with that, or at least get good ROI. Just do the math. Batteries lose 5-10% every day on charge/discharge cycle, and 100$\mwh or 0.1$\kwh is not really enough to even break even. Grid balancing (keeping hZ at correct levels) is the profitable part. The BESS battery system manufacturers are kinda the play, maybe, if tariffs work against chinese batteries (are there any in US?). Us made batteries cant compete without tariffs. What is the situation with this in US?
Fluence Energy is a global leader in energy storage technology and services, positioned at the center of the renewable energy transition. As utilities, grid operators, and corporations accelerate adoption of clean energy, FLNC’s battery energy storage systems (BESS) and digital optimization platform offer essential solutions to balance supply and demand, stabilize grids, and maximize renewable generation. The demand for energy utilization in AI will only grow larger.
Yeah weird how they are overlooking BESS technology
Moss Landing was a rare bird. Firstly, the NMC chemistry they used is quickly falling out of favor for the current flavor of LFP which will further give way to even more advanced chemistries that have cheaper and safer characteristics. The Moss Landing ccgt peaker plant was a strong candidate for utility scale BESS co-location because when the peaker was operating power would be wildly cheap and the now full SOC batteries could operate instead of the plant the next time the gid was having a capacity event. The BESS would also perform grid ancillary services for power quality, etc. Moving forward, utilities are mainly looking to place utility-scale BESS in places with major power fluctuations due to the duck curve and/or lacking transmission. The proliferation of stand alone storage would be even greater if the batteries were not coming from Chyna and the fire community / greater community wasn't terrified of batteries. The changing chemistries and domestic manufacturing arm will change this and give the US at least a long-shot horse chance in supplying core AI infrastructure over the near term.
You are definitely not a chemist. There is no substiute for lithium in high performance batteries. Sodium is more BESS. Everything that moves is mainly a lithium batterie. Next gen batteries are solid state. Guess what, they are made of lithium as well..!
Natural gas, SMRs, restarted nuclear, BESS, Solar . . . There’s a ton of new supply coming online independent of that higher demand on traditional energy traders. Microsoft, Meta, xAI and the big guys are their own trading shop. If anything, it’s going to be bigger than anyone can imagine today.
Solar energy and BESS are the number one privately invested source of energy. From people putting solar on their roofs and batteries in their garage to massive solar farms. Tens of billions of dollars per year, every year, at a rapidly increasing rate. Literally no private investor would ever put a cent into a new coal fire power station right now without massive guarantees from the government, but they're begging for project approvals and gigawatt grid connections for their new solar and BESS projects.
I work in distributed energy generation. Put any turbine or gas engine manufacturer on a dart board, and chances are you’ll hit someone currently under contract for datacenter power generation. Gas engine’s have shorter lead times right now. CAT, Everllence, MTU, Jenbacher (industry rumor is they are getting ready to go public), Wartsila. Diesel engines have been a huge play in data centers for several decades: CAT, Cummings, Rehlko (fka Kohler) Turbines generally can produce more power per “shaft” than gas engines: ABB, Siemens, GE, some big names in this space Battery energy storage is going to start taking off for datacenters shortly, if not already: CATL, Tesla, SAFT (owned by total energies), Powin (not sure who of these is public) Supercapacitors, if any manufacturers are public, could be another interesting play. Supposedly they can have 4x the daily throughput of a LFP BESS with less degradation - leading to a longer use of a component used for voltage and frequency stability in the datacenter itself. A vertical market investment here could be also investing into gas producers, midstream O&G, and gas utilities. A massive amount of natural gas is required to generate hundreds of megawatts of power off grid. A lot of this industry is manufactured in the EU, so the recent tariffs have been brutal for the industry to manage.
Solar + BESS is great in places that are always sunny, but AI is going everywhere. I work at the intersection of AI + clean power and none of the hyperscalers are seriously considering building their data centers backed solely with solar + BESS in most places. If they are, you better believe it’s going to be paired with significant gas capacity to ensure reliability, driving the $/MWh price way up when you need to layer in that redundancy for solar intermittency, and making new nuclear significantly more cost competitive. There is a reason you’re seeing them sign PPAs with existing nuclear plants in the Midwest / mid-Atlantic: reliable baseload power or “clean firm.” Solar + BESS can’t give them that in those areas. Even in ERCOT right now which is great for solar + BESS and has little to no regulatory red tape, I’m pretty sure the last LCOE I heard for that tech is over $100/MWh. Also look at Meta’s deal with Entergy LA last year for their new data center there. It’s new gas capacity + some renewables for show, but the capacity they’re relying on is gas. Hyperscalers are also investing heavily in clean firm solutions — Google with Fervo (geothermal), Kairos (advanced nuclear), etc. and Meta put out an RFP for a partner to develop 1-4 GW of new nuclear last December. That’s up to 33 TWh/year. That’s not small scale and it’s just the beginning. There’s definitely also a pride thing here. These companies are in a rat race to try to deploy the first data center powered by a new reactor as a feather in their cap. To be fair, I don’t think that SMRs / advanced nuclear are going to be big winners in the near to medium term. They’re a bit more of a moonshot IMO, and I think trying to pick the winner there is really hard or near impossible. More likely, I think, is a tranche of new AP1000’s in the next 10-15 years with smaller scale innovation in the SMR and advanced spaces until 1-2 preferred tech winners eventually emerge, then those 1-2 companies are going to take off, but good luck picking the right stocks. The regulatory and operational risk of a bunch of different / new reactor types is huge. I think once we see one or two advanced reactor or SMR designs go commercial, that’s likely the only type that will be deployed & scaled because companies who actually operate these plants longterm don’t want a bunch of different designs in their fleet. They (and the industry at large) will want as much consistency across their fleet as possible to enable knowledge sharing, drive down cost of replacing equipment, etc. This just isn’t an industry that deals in enough scale to justify deploying and maintaining multiple new reactor types longterm. It also operates with a rigid safety first mindset (a good thing IMO) but I do think it will mean that the winner in the SMR & advanced nuclear race isn’t necessarily going to be the best tech, but is instead going to emerge via the combination of cost, speed to market, and safety. Anyway, all that to say, don’t get me wrong: solar + BESS is awesome and we will see a lot more of it in the places where it makes sense, but there will be a huge role for existing and new nuclear and other clean firm solutions in the AI power boom because solar + BESS isn’t reliable, clean firm power everywhere.
Let’s take a look at $ABAT. Low float and it has a good short of approx 8%. I think we can make this move like crazy. Food for thought: AI data centers are adopting battery storage to manage rapid power swings, ensure uptime, integrate renewables, and meet sustainability goals. Lithium-ion BESS, repurposed EV batteries, and emerging chemistries like flow and zinc-based systems are key solutions. ABAT’s role in recycling lithium batteries is positioning itself to take advantage of these developments.
Many large data centers are already co-locating with some sort of generation (often renewable + BESS; sometimes just one or the other) to enable them to connect to the grid without causing significant stability issues (that would otherwise prohibit them from connecting to the grid). I would assume this impact is already priced in as it’s been a thing for several years.
Tesla just got some of the best news it could of possibly received. The senate slashed the provision in the BBB that cut ITC from BESS.
EOSE EOS Energy Enterprises: Pioneering Zinc-Based Long-Duration Energy Storage EOS Energy Enterprises specializes in zinc-based long-duration energy storage (LDES) systems, crucial for integrating renewable energy sources like solar and wind into the grid. With U.S. demand for LDES projected to reach 460 GW by 2050, EOS's advanced zinc-bromine battery technology positions the company at the forefront of this rapidly expanding market. Technological Advancements and Manufacturing Milestones Building upon zinc-bromine battery technology initially developed by Exxon in the 1970s, EOS has secured multiple new patents over the past decade, enhancing various aspects of its battery systems. In June 2024, EOS commenced commercial operations of its first state-of-the-art manufacturing line, producing the Z3 battery—its latest and most advanced system. The EOS Znyth™ aqueous zinc battery was designed to overcome the limitations of conventional lithium-ion technology. It is non-flammable, can be safely installed indoors and out, is scalable, efficient, quiet, and manufactured in the U.S. These attributes position EOS's technology as a robust, safe, and proven solution for utility, industrial, and commercial customers with energy storage needs in the 3 to 12-hour range. EOS Energy Enterprises joins the ranks of just four other U.S. companies recognized by Bloomberg New Energy Finance (BNEF) as a Tier 1 energy storage supplier. Strategic Partnerships and Financial Growth Since going public in 2020 through a merger with a special purpose acquisition company (SPAC), EOS has navigated market challenges to secure critical investments. In August 2023, the company partnered with ACRO Automation Systems to design, develop and implement high-output manufacturing lines for its zinc-based LDES systems. ACRO, based in Wisconsin, brings over 80 years of experience to the table and is a recognized leader in high-speed, custom designed, automated manufacturing systems. In June 2024, EOS secured a strategic investment of up to $315 million from Cerberus Capital Management, a firm with $65 billion in assets under management. This investment is aimed at supporting EOS's profitability roadmap, with Cerberus's operational and technical expertise expected to accelerate EOS's growth strategy and strengthen its industry position. Further bolstering its financial foundation, EOS finalized a $303.5 million loan guaranteed by the U.S. Department of Energy (DOE) in December 2024. This funding, following a rigorous two-year vetting process that validated the technical strengths and commercial viability of EOS's battery technology, will support Project AMAZE. The initiative aims to expand the company's manufacturing capacity to 8 GWh by 2027, with $68.3 million of the loan already allocated toward procuring additional high-volume manufacturing lines. Supply Chain Strengthening and Market Expansion In January 2024, TETRA Technologies, a key supplier of high-purity zinc-bromide electrolyte essential to EOS's batteries, announced a significant multi-year capital investment to ensure a reliable supply of this critical material. Through its U.S.-based manufacturing process, TETRA will provide at least 75% of EOS's electrolyte needs, reinforcing a dependable supply chain and demonstrating confidence in EOS's technological advancements and market potential. To further enhance its supply chain and manufacturing capabilities, EOS signed a Memorandum of Understanding in November 2024 with Wabash National Corporation, a leading manufacturer of advanced engineered solutions for the transportation, logistics, and distribution industries. This partnership is expected to improve EOS's supply chain efficiency, enabling the effective and reliable delivery of large-scale battery energy storage systems (BESS) across the U.S. High-Profile Contracts and Strategic Collaborations EOS continues to expand its market presence through significant partnerships and contracts. In December 2024, the company secured a 400 MWh order with International Electric Power to enhance resilience for a project at Marine Corps Base Camp Pendleton in California. This follows a 216 MWh order with City Utilities, underscoring EOS's growing influence in critical energy markets. Additionally, in December 2024, EOS and FlexGen Power Systems announced a Joint Development Agreement (JDA) to create America's first fully integrated, domestically produced BESS. This collaboration combines EOS's Z3™ zinc-bromine batteries with FlexGen's HybridOS™ Energy Management System (EMS) to deliver comprehensive energy storage solutions tailored for long-duration applications. Targeting a substantial market opportunity with a combined pipeline exceeding 50 GWh, the partnership positions EOS to offer more competitive, scalable, and efficient products. Infrastructure Expansion and Leadership Enhancement To meet the increasing demand for American-made energy storage solutions, EOS received preliminary approval to construct a 181,000-square-foot facility on a 28-acre site at the former U.S. Steel Duquesne Works, located within the Regional Industrial Development Corporation (RIDC) industrial park along the Monongahela River. This facility, part of the Mon Valley expansion under Project AMAZE, will house new manufacturing lines dedicated to producing EOS's advanced zinc-based energy storage systems. Separately, EOS has announced plans to further expand its manufacturing capacity beyond the Mon Valley project, positioning the company to scale production significantly and solidify its leadership in the growing LDES market. In alignment with its growth and innovation objectives, EOS is expanding its leadership team. In December 2024, Francis Richey was appointed Chief Technology Officer, bringing decades of experience in battery technology to advance EOS's zinc-bromine systems. The company also welcomed David Urban to its Board of Directors, whose expertise in government relations and public policy will assist EOS in navigating complex regulatory environments and capitalizing on opportunities created by the Inflation Reduction Act. Market Position and Future Outlook With endorsements from influential organizations and robust federal and state support, EOS is well-positioned to capture a significant share of the fast-growing LDES market. Experts estimate that LDES could deploy 1.5 to 2.5 terawatts of power capacity globally by 2040, representing an investment of $1.5 to $3 trillion. As the only player in the LDES space capable of scaling large utility orders, EOS is poised to lead the market's next phase of growth. As of its third-quarter 2024 financial statements, EOS reported a commercial pipeline valued at $14.2 billion (±59 GWh), with an order backlog of $588.9 million (±2.3 GWh), reflecting strong demand and confidence in its innovative energy storage solutions. Management projects a 10x revenue increase in 2025, aiming for total revenue between $150 million and $190 million.
"it's an AI, energy and robotics company" you state. They have the largest AI real world compute cluster. They lead in energy BESS, which is increasing exponentially. They will make thousands of robots this year, which far exceeds any of their peers. So yep, winning.
fr. I don't get how / why people don't understand that this is one of those industries / products where the winners are always large, well capitalized firms. They simply have better researchers, better engineers, etc. How'd they competing with CATL and with BYD? And BYD has been cutting prices. also if any of them had even done any research, the challenge for solid state batteries is scaling it, not the prototype. Not to mention they've done alot of exciting investments but without any follow through on progress... still waiting to see an update on their 1.2GW solar BESS plant lol. If you even open the position costs data or smth on webull (admittedly there isn't alot of insight into how this is calculated, but it seems the bias is towards assuming more shares are being sold than actually are), this shit is scary af.
Watchlist time. They will retest their 52 week lows, and then some. In the solar EV space, I'm watching First Solar (FSLR) who make cells through panels, and Shoals Tech (SHLS) in the electrical balance of systems space. Both will be survivors, but things will get pretty dark before they get better. In the wind space, I'm still holding Vestas Wind (VWDRY), as its not that levered to the US market, and they have the best product in the offshore wind space. I'm watching Cadeler A/S (CDLR) who own/operate jack-up crane vessels serving the same market and have some built in growth this year thanks to fleet expansion. CDLR under 17 would be nice, under 15 a gift. In the storage system space, I'm watching Fluence (FLNC). Really tight margins, which means they operate near break-even, competes with Tesla, will benefit if trade talks with China break down, as unlike Tesla they can produce 100% US domestic BESS. Wouldn't buy any above their current 52 wk lows. But might consider them if on sale.
Tesla does just sell cars, they sell batteries and BESS. Thy have a few sites and just made a deal with another company in California. Said company doesn’t care about Elons behaviors. They went with a local company instead of companies that source their batteries from China and its tariffs
I did (as a job for a national utility) an analysis of the market size of BESS supporting power grids as they approach 100% renewable energy penetration (best case for BESS). The summary is : BESS techno economic optimal deployment is equivalent to 10% of the vehicle market (IE if 100% of cars are EV, 10% of that capacity is optimal for BESS). Reason: the more BESS is deployed, the more smooth /stable is the power grid. Stable grids are less technoecomically good for BESS. You get to a point where there is no payback any more. Sure, out some error bars around that, but ELI5, BESS will always be a smaller market than vehicles.
Tesla is a BESS company. Battery Energy Storage System and Megapacks are selling well. Maybe better than the cars?
I think you mean intermittent instead of inefficient. It depends on the location, but onshore wind and solar often have lower LCOEs than gas, coal, hydro, and nuclear. But in any case big tech has been one of the biggest supports for the boom of renewables by contracting PPAs to provide green power. You are right that we’re experiencing a shift where they are seeking to contract power profiles beyond those of wind and solar (although continuing to contract in the meantime). BESS helps smooth/extend the energy profiles somewhat but ultimately they are trending towards a desire for 24/7 profiles in the long term. This bodes well for nuclear but the costs are high, schedules long, and quite a lot of risk to both. I’m seeing more developers looking at multi-technology solutions with mixes of solar/BESS/combined cycle (gas) to meet the 24/7 needs and provide a portion of it green. It’s still yet to be seen how interested big tech and other green-buyers will accept this approach. Longer duration storage could help as the tech evolves too (less apportionment to CC). I do see a future for large scale SMRs and traditional nuclear designs but in reality we are still years away from the point of significant new nuclear growth. Everything starting development now is pretty much seen as a pilot project.
I noticed some of the other favorite stocks on this thread include AI stocks. I also believe AI is the future, although I'm not invested in it. It worth noting AI requires a lot of energy relating to data centers. One thing probably all or most data centers\\AI will have in common is the need for BESS or batter energy storage systems. BLGO essentially has best battery to meet this demand. When I say best, I mean 2.9X the energy density and a 60% to 70% cost advantage in terms of manufacturing. So, by far the best. It will just take a little time before it goes commercial.
Lmao you think the real money comes from the Powerwalls? I found [the article](https://www.ess-news.com/2025/01/30/teslas-2024-energy-storage-revenue-surpasses-10-billion/) that was in the image above where the $10B figure is from, which discusses "deployments" and internally links [this one](https://www.ess-news.com/2025/01/03/tesla-smashes-its-own-records-with-big-increase-in-energy-storage-deployments-in-2024/) discussing their deployments of, oh look at that, grid BESS systems. I review documents on this every week. I know their size in this market. You're a dumbfuck.