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. 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: a fast-moving surge in electricity demand tied to AI data centers, shifting incentives and supply-chain rules that are reshaping solar-plus-storage and grid batteries, and a new round of lithium demand forecasts that explicitly prioritize energy storage system shipments—not just installations.