Episode 875

875: Inside Fluence’s Bold Battery Bet: Domestic Content, AI, and Grid Resilience

Published on: 20th November, 2025

In 2008, Fluence installed one of the first lithium-ion battery systems ever connected to the U.S. grid. Back then, the idea of a domestic battery supply chain felt distant—almost theoretical.

Today, it’s real.

John Zahurancik, now President of Fluence Americas, has spent nearly two decades pushing the storage industry from “interesting pilot projects” to critical grid infrastructure. The last time he was on SunCast, he said domestic content would happen.

This year, Fluence started shipping it.

In this episode, John breaks down how storage has quietly become the backbone of the power system—independent of renewables—and why the next wave of deployments will be bigger, faster, and more strategically important than anything we’ve seen.

We dig into:

🔹 What true U.S.-made battery content means for developers and grid operators

🔹 How AI and hyperscale data centers are reshaping grid architecture

🔹 The fire-safety testing Fluence spearheaded that is now industry standard

🔹 Why batteries are becoming the “shock absorbers” of the modern grid

If you care about project execution, energy security, or the future of grid reliability, this conversation is essential.

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About the Podcast

SunCast
Your resource for developing a clean energy or climate tech career
Nico Johnson takes you into conversations with those at the forefront of Renewable Energy.

SunCast gives an inside look into what is happening in renewable energy. From conversations with the biggest Solar Panel manufacturers in the world to the small startups creating the future of renewable energy, such as carbon capture and battery technology breakthroughs.

SunCast is dedicated to providing the knowledge, research, tools and expert guidance you need to understand, grow and be ahead of the curve in the fastest-growing markets in the world.

Featuring over 800 conversations, Nico has interviewed people from Tesla, SolarCity, Trina Solar, Meyer Burger, Conergy, SunEdison, Energy Vault and even the US Government... to name a few. Covering topics such as Solar Power, Wind Energy, Batteries, Electric Vehicles, Carbon Capture, Finance, Hydrogen, and more.

You can watch SunCast on YouTube: https://www.youtube.com/@SunCastMedia

...or view the full archive of SunCast episodes here: https://www.suncast.media/media/podcast