BESS
Bimergen Energy Corporation
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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.