In short: Energy tech, batteries: "building out grid-level batteries" — part of the fastest-evolving (growth) end of the chain.
Fluence builds giant battery systems for the power grid, storing electricity when it's cheap or plentiful and releasing it when it's needed. It's in the "energy technology" layer — the part of the chain he expects to grow fastest.
11:17You've also seen more traditional companies like a Solaris that's using turbines, natural gas turbines, to generate that power. So those are good examples for that category. And then finally, if you look at the energy tech and kind of the evolution that we're seeing, particularly in the nuclear and the battery space, you've got companies like Fluence that's building out grid-level batteries.
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