To The Moon

Eh boss, if America and Iran really stop fighting, oil price come down. Oil come down, inflation cool down. Inflation cool down, Fed no need keep interest high.

When interest come down, utility companies can borrow cheaper money to build battery farms. More battery farms means more tenders for Fluence.

So for $Fluence Energy, Inc.(FLNC)$  , 

peace in Middle East → lower oil → lower inflation → lower rates → more energy storage projects.

Now market waiting for the June 17 Fed meeting. If Fed starts talking more about future inflation instead of old inflation data, growth stocks like Fluence may get another boost. But end of the day, Fluence still must show profits and win projects. Prata dough can be good, but still need to cook the prata properly.

During Q2 FY2026 results, CEO Julian Nebreda stated Fluence had signed Master Supply Agreements (MSAs) with two major hyperscalers and expected its first order during Q3 FY2026. 

Fluence disclosed a 12 GWh data-center pipeline tied largely to those hyperscaler agreements and said the first purchase order was expected "soon." 

Management indicated the hyperscalers had already completed rigorous qualification processes, meaning Fluence is now an approved supplier and the next step is actual project awards.

The key catalyst now is not another MSA announcement, but the conversion of those MSAs into actual revenue-generating purchase orders, which management guided could happen during the current quarter