Fluence Energy ($FLNC) is a market-leading energy storage company born from a joint venture between Siemens and AES. In this episode, we unpack their full‑stack approach — large-scale battery systems paired with AI-powered software and services — which gives them scale, deep industry credibility, and a pathway to higher-margin recurring revenue. We also dig into recent execution hiccups at a U.S. factory that delayed deliveries, counterbalanced by strong new orders and a growing project backlog driven by renewables and rising demand from data centers. The competitive landscape is fierce (think Tesla, other incumbents, and low‑cost international suppliers), and the story hinges on whether Fluence can fix operational issues, realize domestic manufacturing advantages, and turn momentum into consistent profitability. Is it a durable leader poised to ride the energy-storage boom, or a high‑risk growth name that still needs to prove execution?

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