Fluence Energy, the Arlington, Virginia-based grid-scale storage integrator spun out of AES and Siemens, has signed a master supply framework with Chinese cell giant EVE Energy's Hubei-based EVE Power subsidiary for up to 206 gigawatt-hours of lithium battery cells between 2027 and 2031, according to disclosures on 18 and 24 September.
16 GWh In 2027, 190 GWh Reserved For 2028-2031
The framework commits 16 GWh of firm 2027 volume plus a 190 GWh reserved envelope covering 2028 through 2031, structured as GWh-equivalent capacity across all EVE Power products, models and configurations. Specific chemistries, cell formats, prices, delivery schedules and quality specifications will be locked in through subsequent purchase orders; battery chemistry (LFP versus NMC) and manufacturing location have not been disclosed.
"This multiyear partnership strengthens our access to advanced battery technology and supports our ability to meet customer commitments with greater agility and cost certainty," said Fluence Chief Supply Chain Officer Roman Loosen in a separate 24 September statement to investors.
Why 206 GWh Matters
To put the number in perspective, Fluence had 19.3 GWh of energy storage systems deployed globally and a 12.6 GW contracted backlog as of 30 June 2026. Even the firm 16 GWh of 2027 volume covers close to a full year of the company's current run-rate, and the 190 GWh envelope for 2028-2031 is materially larger than any long-term supply contract Fluence has previously locked in. EVE Energy shipped 44.46 GWh of energy-storage batteries in the first half of 2026 alone, up nearly 55% year on year.
A Supply-Chain Answer To A Weaker Quarter
The deal arrives just 48 hours after Fluence cut its FY2026 revenue guidance from $3 billion to $2.4 billion, blaming production delays and supply-chain frictions at its US manufacturing lines. It also comes as US operators race to lock long-dated cell supply amid portfolio consolidation moves like Energy Vault's 2.3 GW Goshe acquisition and large gigawatt-hour breakings-ground across Europe.
Reporting based on coverage from pv magazine USA, Energy-Storage.News and Fluence Energy's own 24 September investor disclosure.