Fluence Energy: Investment Thesis Explained
The company makes an indispensable product to address critical problems that come with increasing energy demand in commercial sites and transition from fossil fuels to renewables.
🏭 Understanding The Business
AI hit the stage just as when were in the middle of a transition from fossil fuels to renewables. This is not just a voluntary change; it needs to be done as oil will be depleted in the next 50 years, and most other fossil fuels will be used up in 100 years.
It was already hard to achieve this in a timely and it’s even harder…