The world is moving to more radically decarbonize, and energy storage will form a critical part of this zeitgeist, however, renewables come with an intermittency that reduces their ability to fully replace traditional fossil fuel alternatives. This backdrop is set to play out over the next decade and beyond. It's a critical macrotrend and Fluence Energy (NASDAQ:FLNC) forms a pick-and-shovel play on the ramping rollout of solar and wind energy.