2024-06-28 09:48:28 ET
Summary
- US companies' 100% renewable mandate is going to boost solar installations and demand for battery systems like FLNC's.
- Incremental load from AI data centers is projected to grow 175TWh by 2030, providing long-term demand visibility.
- The renewable sector has been underperforming the market due to rate volatility and election uncertainty. This creates an opportunity to add exposure to beneficiaries like FLNC.
Investment Thesis
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For further details see:
Fluence Energy: An Underappreciated AI Data Center Play