The global long-duration energy storage market is estimated at US$6.34 billion in 2026 and is projected to reach US$23.02 billion by 2036, growing at 13.8% CAGR. Growth is driven by rapid renewable energy deployment, grid congestion, supportive government policies, and increasing demand for multi-day storage solutions. U.S. trade tariffs on battery components and critical minerals have created near-term cost pressures but are accelerating domestic manufacturing investment.

As AI data centers demand massive power and networking infrastructure, two smaller companies are positioned to capitalize on the boom. Fluence Energy provides industrial-scale battery systems for clean, stable power delivery, while Credo Technology offers high-speed copper cables that match fiber-optic performance with lower power consumption. Both companies address critical data center pain points as hyperscalers invest nearly $1 trillion in infrastructure buildouts.

The global energy storage market is projected to grow from US$ 50.16 billion in 2025 to US$ 486.18 billion by 2035 at a CAGR of 25.50%, driven by plummeting hardware costs and renewable integration needs. Lithium-ion technology dominates with 87% market share, while grid-scale applications lead in capital investment. China leads global deployments with 108 GWh of new capacity in 2024, while the US expands rapidly across key states. Manufacturing overcapacity and robust capital inflows are fueling market growth.

Law firm Johnson Fistel is investigating potential securities law violations by Fluence Energy's officers and directors, alleging false statements and undisclosed material facts about the company's business relationships and financial performance.

Fluence Energy is positioned as a promising energy technology company with significant international market potential, offering grid optimization and battery storage solutions, and demonstrating strong backlog bookings of nearly $5 billion.

Fluence Energy and Torch Clean Energy are collaborating on a 160 MW / 640 MWh battery energy storage project in Cochise County, Arizona, featuring solar-plus-storage technology with domestic content manufacturing.

Law firm Bragar Eagel & Squire is investigating potential claims against Fluence Energy following a class action complaint alleging misleading statements about company relationships and financial performance.

Law firm investigating potential claims against Fluence Energy following a class action complaint alleging misleading statements about company relationships, revenue, and business prospects during October 2021 to February 2025.

AI's massive electricity consumption is creating a new investment landscape in energy, with nuclear and renewable providers emerging as critical infrastructure for powering data centers and AI technologies.

Fluence Energy launched a new manufacturing facility in Houston, Texas, producing thermal management systems for battery energy storage solutions in partnership with Bergstrom, strengthening domestic manufacturing and energy security.

Fluence Energy and ACE Engineering have completed a new automated energy storage production facility in Bac Giang Province, Vietnam, with a projected annual manufacturing capacity of 35 GWh, focusing on innovative energy storage solutions.

Law firm Johnson Fistel is investigating potential securities law violations for four companies, alleging false statements, misleading disclosures, and corporate governance failures.