GNRC in “Cheap Batteries Move Profits Downstream”
Generac Holdings Inc.
Generac can source cheaper cells for residential and commercial storage products while benefiting from growing demand for backup power and distributed energy management.
GNRC impact map — “Cheap Batteries Move Profits Downstream”
How this story travels from the headline to GNRC’s own business — positive, negative or mixed, direct or indirect, the mechanism, and how strong the exposure is.
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Price history, marked with story events
Aug 19, 2019 – Aug 18, 2020 · 253 sessions
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Full story
Cheap Batteries Move Profits Downstream
Cell oversupply is crushing battery prices and transferring value to storage developers, automakers and power-system integrators.
BULL side — Generac can source cheaper cells for residential and commercial storage products while benefiting from growing demand for backup power and distributed energy management.
Read the full Cheap Batteries Move Profits Downstream storyBull side
2 stories- Gas Turbines Become the New Backlog
GNRC in “Gas Turbines Become the New Backlog”
AcceleratingExposure: not rated yetData centers and grid instability are reviving dispatchable gas power faster than manufacturers can add turbine capacity.
Generac offers natural-gas-fueled industrial generators and distributed-energy controls that can address behind-the-meter and backup-power demand.
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GNRC in “Cheap Batteries Move Profits Downstream”
FadingExposure: not rated yetCell oversupply is crushing battery prices and transferring value to storage developers, automakers and power-system integrators.
Generac can source cheaper cells for residential and commercial storage products while benefiting from growing demand for backup power and distributed energy management.
Bear side
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