Energy Storage Stocks Surge at Midday as Grid Scarcity, Texas Battery Buildout, and Analyst Upgrades Refocus Wall Street
Energy storage stocks jumped at midday, with Sunrun up 7.7%, SES AI 7.4%, and Enphase 5.3%. Tesla and Fluence each rose 4.4%. Generac fell 3.5%. PJM’s latest capacity auction hit a record price cap, missing its reserve margin target by over 6,600 MW, as data center demand surged.
