AI’s nonstop power demand is exposing a weak link in the grid — storage.
Batteries are becoming the quiet backbone of the AI boom, bridging renewables and round-the-clock energy use.
Source: Rohan Paul
Key Report Insights:
Energy Flows Rising: Trump sanctions + DoE refills trigger oil rotation.
AMD’s Rerating: OpenAI’s 160M warrants reprice AMD into AI infra play.
Gold Overcrowded: $4.3K top → -7% pullback; miners’ FCF still compounding.
China Battery Torque: 36.8% share; policy doubling capacity by 2027.
U.S. Grid Play: EOSE 10× YoY revs, 90% domestic, $18.8B pipeline.
Stay to the end for our portfolio update (+34% vs BTC since July 2025).
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