Fluence Supplies Energy Storage Technology for BrightNight and Cordelio Power's 1,200 MWh Pioneer Storage Project in Arizona
Rhea-AI Summary
Fluence (NASDAQ: FLNC) will supply its Gridstack Pro™ energy storage system for the Pioneer Clean Energy Center in Yuma County, Arizona. The facility pairs a 300 MW ac solar plant with a 300 MW / 1,200 MWh battery system under a long‑term tolling agreement to deliver firm, on‑demand capacity and boost regional grid reliability. Fluence said Gridstack Pro will use U.S.-manufactured cells, modules, enclosures, and thermal systems. On-site construction is underway and commercial operation is expected by April 2027.
Positive
- 300 MW / 1,200 MWh utility-scale storage paired with 300 MW solar
- Project operates under a long-term tolling agreement
- U.S.-manufactured cells, modules, enclosures, and thermal systems
- Commercial operation expected by April 2027
Negative
- None.
News Market Reaction
On the day this news was published, FLNC gained 12.58%, reflecting a significant positive market reaction. Argus tracked a peak move of +18.4% during that session. Our momentum scanner triggered 44 alerts that day, indicating elevated trading interest and price volatility. This price movement added approximately $571M to the company's valuation, bringing the market cap to $5.11B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
FLNC fell 4.91% while closest peer NRGV gained 8.78%. Other peers (RNW, ENLT, BEPC) were modestly negative and NXXT was flat, pointing to a FLNC-specific move rather than a unified sector trend.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 11 | Industry recognition | Positive | +8.3% | Named top-three global battery energy storage provider in S&P report. |
| Dec 08 | Project milestone | Positive | -4.6% | Phase 1 of Sizing John storage project fully operational; Phase 2 launched. |
| Nov 24 | Earnings report | Neutral | +2.6% | Reported FY25 results with margin improvement and FY26 revenue/EBITDA guidance. |
| Nov 07 | Major project win | Positive | +4.9% | Announced 1 GW / 4 GWh GigaBattery Jänschwalde, Europe’s largest storage project. |
| Oct 29 | Earnings scheduling | Neutral | +12.0% | Set date and webcast details for Q4 and FY25 earnings release. |
FLNC has often reacted positively to recognition and large project wins, but has previously shown both positive and negative moves on operational project news, indicating mixed follow-through on seemingly good headlines.
Over the last few months, Fluence has reported several notable milestones. The company was highlighted as a top-three global battery energy storage provider in an S&P Global report, with prior news on building Europe’s largest 1 GW / 4 GWh project with LEAG. It also advanced the Sizing John project with Varco, moving from Phase 1 operations toward Phase 2 construction. Earnings for fiscal 2025 showed $2.3B revenue, improved margins, and a $5.3B backlog with FY26 revenue guidance of $3.2B–$3.6B. Today’s Arizona project award fits this pattern of securing large, grid-scale storage deployments.
Market Pulse Summary
The stock surged +12.6% in the session following this news. A strong positive reaction aligns with Fluence’s history of notable moves on large project wins and industry recognition, as seen around prior news with backlog of $5.3B and projects like the 1 GW / 4 GWh GigaBattery. Investors would likely weigh the long-dated nature of the Arizona project, execution risk through the expected April 2027 COD, and broader sector volatility when assessing how durable any move might be once initial enthusiasm for new capacity subsides.
Key Terms
battery energy storage system technical
thermal management systems technical
AI-generated analysis. Not financial advice.
Gridstack Pro™ system supports U.S. manufacturing and delivers reliable, dispatchable energy for Arizona’s growing electricity demand
ARLINGTON, Va., Jan. 15, 2026 (GLOBE NEWSWIRE) -- Fluence Energy, Inc. ("Fluence") (NASDAQ: FLNC), a global market leader delivering intelligent energy storage systems, services, and asset optimization software, today announced it will supply its advanced Gridstack Pro™ energy storage solution for the Pioneer Clean Energy Center. The project, located in Yuma County, Arizona, is being developed by BrightNight, a leading next-generation power and digital infrastructure company, and its joint venture partner, Cordelio Power, an independent power producer operating across the United States and Canada.
The Pioneer Clean Energy Center pairs a 300 MW ac solar facility with a 300 MW / 1,200 MWh battery energy storage system to provide firm, on-demand capacity to support Arizona’s fast-growing electricity needs. Operating under a long-term tolling agreement, the facility is expected to significantly bolster local grid reliability and help mitigate peak demand challenges within the regional load pocket.
“Pioneer will deliver reliable, dispatchable clean power that Arizona needs to support its rapid growth,” said Martin Hermann, Chief Executive Officer, BrightNight. “This project demonstrates how large-scale renewables paired with advanced storage can provide firm capacity and real grid resilience. We are pleased to work with partners who share our commitment to building the next generation of energy infrastructure.”
Fluence’s Gridstack Pro solution will incorporate U.S.-manufactured cells, modules, enclosures, and thermal management systems, supporting the advancement of domestically produced energy storage technology while strengthening American energy security.
“We first put storage on the U.S. grid to meet exactly the kind of reliability needs Arizona is facing, and we have since proven that it can be delivered at massive scale,” said John Zahurancik, Chief Customer Success Officer, Fluence. “We are proud to partner on this project, demonstrating that U.S.-made battery systems can meet critical power needs reliably and cost-effectively.”
Full on-site construction is currently underway, with commercial operation expected by April 2027.
About BrightNight
BrightNight is a next-generation power and digital infrastructure company, purpose-built to serve the evolving needs of utilities, data centers, and commercial and industrial (C&I) customers.
BrightNight designs, develops, and operates large-scale energy and infrastructure sites that integrate utility-scale renewables, advanced gas generation, battery energy storage, and power-optimized hubs for digital infrastructure. BrightNight’s industry-leading 35 GW portfolio of best-in-class power projects is concentrated in the fastest-growing energy markets and data center hubs across the U.S.
BrightNight’s customer focus and proprietary AI platform–PowerAlpha®–enable it to deliver industry-leading economics, performance, and uptime.
To learn more, visit www.brightnightpower.com
About Cordelio Power
Cordelio is an independent power producer that develops, builds, and operates wind, energy storage, and solar facilities. The company manages a 1,860-MW operating portfolio across the United States and Canada, as well as a U.S. development pipeline of more than 18,000 MW. Cordelio strives to work with all stakeholders in an efficient, safe, and environmentally responsible manner. The company is wholly owned by the Canada Pension Plan Investment Board.
To learn more, visit https://cordeliopower.com/
About Fluence
Fluence Energy, Inc. (Nasdaq: FLNC) is a global market leader delivering intelligent energy storage and optimization software for renewables and storage. The Company's solutions and operational services are helping to create a more resilient grid and unlock the full potential of renewable portfolios. With gigawatts of projects successfully contracted, deployed, and under management across nearly 50 markets, the Company is transforming the way we power our world for a more sustainable future.
For more information, visit our website, or follow us on LinkedIn or X. To stay up to date on the latest industry insights, sign up for Fluence's Full Potential Blog.
Cautionary Statement Regarding Forward-Looking Statements
The statements contained in this press release that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, without limitation, statements regarding the anticipated timeline of the project and delivery, output and capacity, expected impact of the project on Yuma County, AZ and the surrounding region, and statements regarding beliefs, assumptions, prospects, plans, and objectives of management. Such statements can be identified by the fact that they do not relate strictly to historical or current facts. When used in this press release, words such as "may," "possible," "will," "should," "expects," "plans," "anticipates," "could," "intends," "targets," "projects," "contemplates," "commits", "believes," "estimates," "predicts," "potential," or "continue," or the negative of these terms or other similar expressions and variations thereof and similar words and expressions are intended to identify such forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking.
The forward-looking statements contained in this press release are based on our current expectations and beliefs concerning future developments, as well as a number of assumptions concerning future events, and their potential effects on our business. These forward-looking statements are not guarantees of performance, and there can be no assurance that future developments affecting our business will be those that we have anticipated. These forward-looking statements involve a number of risks, uncertainties (some of which are beyond our control) or other assumptions that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements, which include, but are not limited to, severe weather events impacting the projects and timelines, changes to the regulatory environment in the United States, general economic conditions, the potential for political, social, or economic unrest, terrorism, hostilities or war, unforeseen circumstances outside of Fluence’s control which may cause the energy storage systems to not perform as anticipated, and such factors set forth under Item 1A."Risk Factors" in our Annual Report on Form 10-K for the fiscal year ended September 30, 2025, filed with the Securities and Exchange Commission ("SEC") on November 25, 2025, and in other filings we make with the SEC from time to time. New risks and uncertainties emerge from time to time and it is not possible for us to predict all such risk factors, nor can we assess the effect of all such risk factors on our business or the extent to which any factor or combination of factors may cause actual results to differ materially from those contained in any forward-looking statements. Should one or more of these risks or uncertainties materialize, or should any of the assumptions prove incorrect, actual results may vary in material respects from those projected in these forward-looking statements. You are cautioned not to place undue reliance on any forward-looking statements made in this press release. Each forward-looking statement speaks only as of the date of the particular statement, and we undertake no obligation to publicly update or revise any forward-looking statements to reflect events or circumstances that occur, or which we become aware of, after the date hereof, except as otherwise may be required by law.
Media Contact
Shayla Ebsen, Director of Communications
Email: media.corporate@fluenceenergy.com
Phone: +1 (605) 645-7486
Analyst Contact
Chris Shelton, Vice President of Investor Relations and Sustainability
Email: investorrelations@fluenceenergy.com
FAQ
What project will Fluence (FLNC) supply Gridstack Pro to in Arizona?
What is the storage capacity of the Pioneer project that FLNC is supplying?
When is the Pioneer Clean Energy Center expected to begin commercial operation?
Are Fluence’s Gridstack Pro components for the FLNC-supplied project U.S.-made?
How does the Pioneer project support Arizona’s grid according to FLNC partners?
