Amid Ford’s shift away from making large electric vehicles, the automaker is adding a new product line to find a home for its batteries. Ford said Monday that instead of scuttling plans to build the batteries for those vehicles, it will pivot that capacity into a new battery storage business. Those storage systems, which will use cheaper LFP batteries, will be used to power data centers and help buffer demand on the electric grid.  Ford says the battery storage systems will start shipping in 2027 and that ...

The economics of battery storage systems (BESS) in Europe look much rosier following changes to the European Union’s (EU) power pricing structure in October, with several countries offering the potential for BESS profits to rise more than a 15%, according to Rystad Energy analysis. The new EU system sets power prices every 15 minutes, rather than every hour, giving BESS operators more opportunities to buy electricity when it’s cheap and sell it when prices rise. Since the new system was implemented, arbitr ...

Core Insights - Varco Energy and Fluence Energy UK Ltd. have successfully launched Phase 1 of the Sizing John Battery Energy Storage System (BESS), marking a significant step in the UK's energy transition [1][3] - The project, located in a grid-constrained area near Liverpool, will expand to a total capacity of 142.5 MW / 348.5 MWh with the completion of Phase 2 [2][5] Project Details - Phase 1 has a capacity of 57 MW / 137.5 MWh and is designed for a duration of 2.4 hours, one of the longest for operational battery projects in the UK [2][4] - Phase 2 will add an additional 85.5 MW / 201 MWh, with construction already underway and expected to be operational by Q4 2026 [2][5] Technological Impact - The Sizing John project aims to enhance grid stability and support renewable energy integration, addressing local supply and demand imbalances [4][5] - Fluence's Gridstack solution powers Phase 1, while Phase 2 will utilize the next-generation Gridstack Pro 5000, which includes advanced grid-forming capabilities [5][6] Strategic Importance - The project is positioned as a critical asset in the UK's efforts to transition to a net-zero future, particularly in light of recent grid stability challenges highlighted by events like the Iberian blackout [6][7] - Varco Energy plans to energize an additional 250 MW of assets in the UK over the next eighteen months, with a further 275 MW in its pipeline [8]

We came across a bullish thesis on Fluence Energy, Inc. on Capitalist Letters’s Substack by Oguz Erkan. In this article, we will summarize the bulls’ thesis on FLNC. Fluence Energy, Inc.'s share was trading at $19.39 as of December 1st. FLNC’s forward P/E was 93.46 according to Yahoo Finance. Microvast (MVST) Soars to Fresh Record on China Lithium Battery Restrictions Photo by Kumpan Electric on Unsplash As investors crowd into data center and semiconductor stocks as the “picks and shovels” of the AI bo ...

AMPYR Australia, an independent power producer, and InCommodities, a Danish financial intermediary, have entered into a 15-year battery storage agreement for the Bulabul battery energy storage system (BESS) located in Wellington, New South Wales (NSW). Valued at over $300m, the deal marks InCommodities' first ten-year-plus commitment in the Australian market. AMPYR will serve as the developer, owner, and operator of the Bulabul BESS. The Bulabul BESS, located in Central West NSW, is designed to charge f ...

Core Insights - Nuvve Holding (NASDAQ: NVVE) experienced a significant increase in stock price, tripling in value after announcing a landmark battery storage aggregation deal in Japan [1] Company Summary - The agreement represents Japan's first battery storage aggregation deal involving existing infrastructure, indicating a major step forward in the country's energy sector [1] Industry Summary - This development highlights the growing importance of battery storage solutions in the energy market, particularly in Japan, which is increasingly focusing on renewable energy and energy efficiency [1]

Core Insights - LEAG Clean Power GmbH and Fluence Energy GmbH are collaborating to construct Europe's largest battery energy storage system, a 1 GW / 4 GWh facility in Jänschwalde, Germany, highlighting their leadership in energy technology in Europe [1][3][4] - The GigaBattery Jänschwalde 1000 project aims to enhance energy transition by providing constant energy availability, integrating renewable energy sources, and stabilizing the grid [3][4] Company Overview - LEAG Clean Power GmbH is part of the LEAG Group, which is Germany's second-largest electricity producer and focuses on innovative power projects, including battery storage and renewable energy systems [7][8] - Fluence Energy, Inc. is a global leader in intelligent energy storage and optimization software, with extensive experience in delivering advanced battery storage systems across nearly 50 markets [5][8] Project Details - The GigaBattery Jänschwalde 1000 will utilize Fluence's Smartstack™ technology, designed to provide essential grid services, support energy trading, and enhance Germany's energy security [1][3][4] - The project is characterized by its four-hour storage capability, which is intended to optimize grid connection and stabilize energy supply [4] Industry Impact - The German government has reaffirmed the importance of energy storage in achieving a secure, affordable, and sustainable power system, indicating a supportive regulatory environment for such projects [3] - The collaboration between LEAG and Fluence is positioned as a significant step towards transforming the energy landscape in Germany and Europe, addressing challenges related to renewable energy availability [3][4]

Financial Data and Key Metrics Changes - The company generated $302 million of Funds From Operations (FFO) during Q3 2025, or $0.46 per unit, representing a 10% year-over-year increase [4][20] - The hydroelectric segment delivered FFO of $119 million, up over 20% from the prior year, driven by solid generation and higher pricing [20] - The wind and solar segments generated a combined FFO of $177 million, supported by acquisitions, although offset by the sale of wind assets in various regions [21] Business Line Data and Key Metrics Changes - The hydroelectric segment's strong performance reflects growing demand for scale base load power and improved pricing [20] - The distributed energy, storage, and sustainable solutions segments generated FFO of $127 million, up from the prior year, supported by growth from acquisitions [21] - The company signed contracts to deliver approximately 4,000 GWh per year, including a significant 20-year contract with Microsoft [23] Market Data and Key Metrics Changes - The company is seeing accelerating demand for power across nearly all markets, driven by electrification, reindustrialization, and demand from hyperscalers [5][6] - The demand for hydro capacity is increasing as hyperscalers seek reliable and sustainable energy sources [8][9] - The company is well-positioned to capture increasing demand for hydro generation, with approximately 5 TWh of generation coming up for recontracting [9] Company Strategy and Development Direction - The company is focusing on strategic investments in critical technologies to support energy demand and grid reliability [4] - A strategic partnership with the U.S. government aims to reinvigorate the nuclear power industrial base, with an investment value of at least $80 billion [6][13] - The company is committed to maintaining high levels of liquidity and access to capital to deploy scale capital when opportunities arise [25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth prospects of the business, driven by the increasing demand for clean, dispatchable baseload power [12][81] - The company anticipates that the partnership with the U.S. government will catalyze growth in nuclear power generation both domestically and globally [61] - Management noted that while there is intent to accelerate permitting processes, progress has been limited but is expected to improve [28][29] Other Important Information - The company closed an incremental investment into Isagen, increasing its stake in a hydro business with a strong growth outlook [10] - The company executed $7.7 billion in financings during the quarter, bringing total financings over the last 12 months to $38 billion [22] - The company is actively pursuing capital recycling opportunities, having closed sales and signed agreements expected to generate $2.8 billion [24] Q&A Session Summary Question: Improvements in permitting pace in the U.S. - Management noted that while there is intent to accelerate permitting, progress has been limited but is expected to improve [28][29] Question: Data center power discussions outside the U.S. - Management indicated that discussions about adding power for data centers are occurring globally, with significant activity in Western Europe, Australia, India, and South America [30][31] Question: Timeline for U.S. buildout associated with the Westinghouse agreement - Management expects the first projects to begin development in the next quarter or two, with revenues starting relatively quickly [35][38] Question: Capital investment in the Santee Cooper project - Management stated that any investment would require appropriate protections around cost overruns and key risks [40][41] Question: Potential for Brookfield to be a source of capital for nuclear projects - Management expressed confidence in Brookfield's position to play a significant role in nuclear power growth, contingent on obtaining necessary protections [44][46] Question: Contracting existing hydro assets versus building new wind and solar - Management confirmed that the Microsoft Framework Agreement included hydro and indicated potential for more hydro deals in the future [48] Question: Engagement with stakeholders regarding the U.S. government partnership - Management reported positive reception from construction and technology providers regarding participation in new nuclear projects [52][54] Question: Expected margins during different stages of reactor development - Management indicated that Westinghouse's Energy Systems Division typically operates at a 20% margin during the development and construction period [64] Question: Changes in project eligibility for federal tax credits - Management confirmed clarity around safe harboring for the U.S. development pipeline and is monitoring FEOC definitions [66][67] Question: Valuations in private markets versus public markets - Management noted that valuations for high-quality operating cash-generative renewables assets are significantly higher in private markets [68][70] Question: Nuclear deployment strategy and potential growth - Management indicated that nuclear currently represents about 5% of FFO but is expected to grow over time as demand for clean energy increases [74][75]

Core Insights - Eos Energy Enterprises Inc. (NASDAQ:EOSE) experienced a significant stock price increase of 11.94%, closing at $16.03 after securing a new order for a 228 MWh battery energy storage system from Frontier Power Ltd. [1][3] Group 1: New Order and Technology - The new order for the 228 MWh battery energy storage system is part of a larger partnership established in April 2025, where Eos Energy will deliver a total of 5 GWh of battery energy storage systems (BESS) to Frontier using its proprietary Z3 system [2][3] - The Z3 system includes a proprietary battery management system, software, controls, and an analytics platform called DawnOS, which is designed to validate performance and reliability in various grid environments [2][3] Group 2: Market Confidence and Future Prospects - Eos Energy's Chief Commercial Officer, Nathan Kroeker, expressed that the new order reflects ongoing confidence in the company's zinc technology and the strength of its partnership with Frontier [3] - The new system will also be tested across Frontier's upcoming projects under Ofgem's Cap-and-Floor program, indicating a commitment to long-duration storage solutions [3][4] Group 3: Upcoming Earnings Announcement - Eos Energy is scheduled to announce its third-quarter earnings performance after market close on Wednesday, November 5, which may provide further insights into the company's financial health and operational progress [4]

Core Insights - Home battery storage systems are becoming increasingly popular as homeowners seek energy resilience amid rising electricity rates and frequent severe weather events [1] - Briggs & Stratton has introduced a new lineup of Backup Battery Packages that offer three levels of backup power: Essential Power, Managed Power, and Whole Home Power [1] Product Details - The core of the battery packages is the Briggs & Stratton SimpliPHIⓇ 6.6 batteries, which are scalable and can be used with or without solar energy to provide backup power or reduce utility costs [2] - The packages include EG4Ⓡ hybrid inverters that automatically switch to battery power during outages and allow for easy integration with home standby generators [2][6] - The battery packages are designed to be user-friendly, with installers assisting homeowners in selecting the appropriate package based on their energy needs [4] Performance Metrics - An average U.S. home has a continuous energy use of 1.23 kW, with a one-battery SimpliPHI 6.6 system providing 10.8 hours of backup at 50% load, while a three-battery system can deliver 90 hours at 100% load [5] - The system can be scaled up to 18 batteries, providing a maximum continuous power of 84 kW and a total capacity of 119.7 kWh [5] Market Context - Homeowners with solar panels can enhance their energy independence by adding battery storage, as grid-tied solar systems typically shut down during outages [7] - The SimpliPHI batteries have a proven track record, having been used by the U.S. Department of Defense in challenging environments since 2010 [8] Company Background - Briggs & Stratton, headquartered in Milwaukee, Wisconsin, is a leading manufacturer of engines and energy solutions, with a presence in over 100 countries [11]