Energy Storage Stocks Today: Tesla, Fluence, Enphase, Sunrun and Albemarle React as AI Data Centers, Policy Deadlines and Lithium Forecasts Collide (Dec. 16, 2025)
NEW YORK — Tuesday, Dec. 16, 2025 (early afternoon ET). Energy storage stocks are back in the spotlight on the U.S. stock market today, driven by three forces that rarely hit at the same time: (1) a fast-moving surge in electricity demand tied to AI data centers, (2) shifting incentives and supply-chain rules that are reshaping solar-plus-storage and grid batteries, and (3) a new round of lithium demand forecasts that explicitly prioritize energy storage system (ESS) shipments—not just installations. That mix is creating unusually sharp differentiation inside the “energy storage” theme. Some names are moving on customer wins, partnerships and project pipelines; others
