26 June 2025 Global Energy Storage Global Energy Storage: Key takeaways from our battery value chain conference Neil Beveridge, Ph.D. +852 2123 2648 neil.beveridge@bernsteinsg.com Brian Ho, CFA +852 2123 2615 brian.ho@bernsteinsg.com Hengliang Zhang +852 2123 2629 hengliang.zhang@bernsteinsg.com Over the past 6 weeks we held a series of webinars with executives from leading companies across the battery value chain to explore the opportunities and risks facing the industry. Below are our key takeaways. China ...

Newport Beach, CA, June 30, 2025 (GLOBE NEWSWIRE) -- Bimergen Energy Corporation [OTCQB: BESS], (“the Company” or “Bimergen”), a developer of utility-scale battery energy storage projects and an independent power provider, today announced the proceeding of a corporate action to cancel 1,287,694 shares upon a shareholder litigation completion. This action follows the favorable ruling from the Superior Court of California from a litigation which began in 2023, aimed at increasing shareholder value. These shar ...

Summary of Shoals Technologies Group (SHLS) Update / Briefing Company Overview - Shoals Technologies Group specializes in electrical balance of system (eBOS) solutions for the solar energy market, particularly focusing on battery energy storage systems (BESS) [6][7] - The company is diversifying its offerings beyond utility-scale solar, investing in new growth opportunities including OEM, commercial and industrial (C&I), international markets, and BESS [7] Industry Insights - The BESS market is a critical component of renewable energy, providing energy storage using rechargeable batteries [9] - Key battery technologies include lithium-ion and lithium iron phosphate, which dominate the market [10] - The BESS market is expected to grow at an annual rate of nearly 30% over the next ten years, increasing from approximately 24 gigawatts to over 200 gigawatts by 2034 [12] - The market value is projected to exceed $100 billion by 2034, with significant growth in long-duration energy storage technologies [13] Product Offerings - Shoals does not sell batteries but focuses on interconnection solutions between batteries and inverters, including combiners, recombiners, and multi-load break disconnect switches [14][15] - Products are designed for high efficiency in DC coupled applications, which consolidate and distribute DC power from battery containers [18] - The company emphasizes high-quality, custom-engineered solutions that are integral to solar plus storage and standalone storage systems [17] Customer Base - Shoals serves a diverse customer base including EPCs, integrators, OEMs, and data centers, with a focus on solar plus storage projects [20] - Long-standing relationships with customers in the solar space provide a competitive advantage, allowing the company to introduce its new eBOS solutions [24] Competitive Advantages - The company highlights its innovative product offerings, customizable solutions, and ongoing investment in product development as key differentiators in the market [22][24] - Shoals is scaling operations with a new mega plant of over 630,000 square feet dedicated to BESS production [23] Market Strategy - The company aims to educate design engineers, EPCs, and contractors about its solutions to penetrate the market further [31] - Shoals intends to cast a wide net in its marketing strategy, focusing on various customer segments rather than just a few large names [30] Additional Insights - The BESS market is essential for managing intermittent renewable energy sources, ensuring grid reliability, and supporting peak power demand [11] - The company is positioned to meet the growing energy demands driven by sectors such as AI and data centers [11]

No one would guess that behind the oak-paneled cabinet doors are shelves stacked with facial tissue and flavored water. How one family solved a storage problem with grace—and $500,000. https://t.co/czqkcyWLe4 ...

Power producer Globeleq said its $300-million Red Sands project in South Africa, that will be the biggest standalone battery energy storage system on the continent, has reached commercial close https://t.co/ixperNeJb3 ...

Queue, Tesa Megapacks, Supercapacitors, Gigawatt-scae Batteries, PyTorch No Power Pant Bow Up 2 minutes June 25, 2025 A Training Load Fuctuations at Gigawatt-scae Risk of Power Grid Backout? //108GW Large Load No comments By Jeremie Eiahou Ontiveros, Ajey Pandey and Dyan Pate The argest A abs are racing to buid muti-gigawatt-scae datacenters, and stressing our century-od power grid to an unprecedented extent. Not ony is the scae massive, but A training workoads have a very unique oad profie, unexpectedy ris ...

EARNINGS RELEASE & FINANCIAL SUPPLEMENT SECOND QUARTER 2022 Financial Supplement Second Quarter 2022 Table of Contents | Overview | PAGE | | --- | --- | | Corporate Profile | 3 | | Earnings Release | 5 | | Selected Quarterly Financial Data | 16 | | Financial Information | | | Consolidated Balance Sheets | 18 | | Consolidated Statements of Operations | 19 | | Reconciliation of Net Income (Loss) to NAREIT FFO, Core FFO and AFFO | 20 | | Reconciliation of Net Income (Loss) to EBITDA, NAREIT EBITDAre, and Core ...

Financial Supplement Second Quarter 2023 | Overview | PAGE | | --- | --- | | Corporate Profile | 3 | | Earnings Release | 5 | | Selected Quarterly Financial Data | 15 | | Financial Information | | | Consolidated Balance Sheets | 17 | | Consolidated Statements of Operations | 18 | | Reconciliation of Net (Loss) Income to NAREIT FFO, Core FFO and AFFO | 19 | | Reconciliation of Net (Loss) Income to EBITDA, NAREIT EBITDAre, and Core EBITDA | 21 | | Acquisition, Cyber Incident and Other, net | 22 | | Debt Detai ...

EARNINGS Financial Supplement Third Quarter 2024 Table of Contents | Overview | PAGE | | --- | --- | | Corporate Profile | 3 | | Earnings Release | 5 | | Selected Quarterly Financial Data | 14 | | Financial Information | | | Condensed Consolidated Balance Sheets | 16 | | Condensed Consolidated Statements of Operations | 17 | | Reconciliation of Net (Loss) Income to NAREIT FFO, Core FFO and Adjusted FFO | 18 | | Reconciliation of Net (Loss) Income to NAREIT EBITDAre and Core EBITDA | 20 | | Acquisition, Cybe ...

Core Insights - The article emphasizes the importance of efficient data storage and processing capabilities in seizing technological advantages in the AI era, highlighting Docker-based MySQL as a preferred database solution for AI applications [1][3]. Group 1: Background and Technology Overview - The acceleration of digital transformation has made AI technology a core driver of economic and social development, necessitating robust data processing and storage capabilities to handle vast amounts of data generated during AI model training and operation [3]. - MySQL, as one of the most widely used open-source relational databases, is favored for its stability and efficiency, but traditional deployment methods have limitations in flexibility and resource utilization [3]. - Docker's containerization technology offers a new deployment solution for MySQL, enhancing resource efficiency and isolating environments to avoid conflicts, making it suitable for rapid iteration and parallel development in AI projects [3][4]. Group 2: Testing Configuration and Results - The testing environment for Docker-based MySQL included high-performance hardware, such as Intel® Xeon® Gold 6430 processors and PCIe Gen5 ESSD UH812a storage [5]. - Tests were conducted in three scenarios: read-only, write-only, and mixed read/write, with QoS thresholds set for IOPS and bandwidth to evaluate performance [9][14][18]. - In the read-only scenario, IOPS and bandwidth performance remained stable, with deviations from QoS thresholds controlled within 1% [9]. - In the write-only scenario, IOPS and bandwidth performance also showed minimal deviation from QoS thresholds, ensuring robust performance under high load [14]. - The mixed read/write scenario demonstrated exceptional resource management and performance, with deviations from QoS thresholds remaining below 1% [18]. Group 3: Benefits of Docker-based MySQL Solution - The Docker-based MySQL solution enhances storage utilization efficiency and reduces total cost of ownership (TCO) by allowing elastic resource allocation based on AI project needs [20]. - Data security is improved through independent storage units for different projects, preventing resource contention and ensuring stable operation of critical tasks [20]. - The solution simplifies data lifecycle management, reducing operational complexity and labor costs through quick data classification and backup operations [20]. Group 4: Conclusion - The company positions itself as a key player in driving data ecosystem innovation, focusing on high-efficiency storage solutions to support various AI applications and accelerate data value release [21]. - Future developments will continue to enhance storage solutions, enabling AI applications to reach new heights and fostering collaborative growth in data storage and intelligent applications [21].