Plug Power Inc. (PLUG) Presents at Wolfe Research Utilities, Midstream & Clean Energy Conference Transcript

Plug Energy Inc. (NASDAQ:PLUG) Wolfe Analysis Utilities, Midstream & Clear Vitality Convention October 1, 2024 8:50 AM ET

Firm Individuals

Julian Nebreda – CEO of Fluence
John Berger – CEO of Sunnova
Jose Luis Crespo – Normal Supervisor of Gas Cell Purposes

Convention Name Individuals

Unidentified Analyst

On to our subsequent panel, persevering with on the Clear Theme. This morning we have now a number of the form of key leaders within the Clear Vitality Area. I’ll end with the mics right here first.

So to my left, Julian Nebreda, who’s the CEO of Fluence. After which we have now received John Berger, CEO of Sunnova, to his left. After which to his left, from Plug Energy, Jose Luis Crespo, who’s the Normal Supervisor of Gas Cell Purposes.

So, thanks, gents, for becoming a member of us this morning. And perhaps to start out off, if every of you would briefly give a short snapshot of your organization, transient snapshot of the funding case, after which we’ll open it up for extra dialogue.

Julian Nebreda

Fluence Vitality, we’re a battery storage firm. We offer battery options in entrance of the meter, utility scales in entrance of the meter. We’re primarily a know-how firm that gives options to our prospects.

I believe our funding case is a superb alternative of the battery storage market. This market exploded, the know-how has matured in a approach that has allowed that right this moment regulators globally and prospects globally are utilizing this know-how effectively and economically. And the market is in a really, superb place.

Now we have seen a major discount in price that the increasingly more enterprise instances are standing up, and we have now seen that super demand. And we’re in a really distinctive place with that providing of home content material within the U.S. and a de-risk answer exterior