#supply chain

2개의 글

June 30, 2026

FLNC Stock Outlook 2026: The Backlog Is Big, But Where Are the Margins?

Fluence Energy (FLNC) 2026 investment analysis: battery energy storage system (BESS) market growth, the Siemens and AES parentage, margin and supply-chain risk, IRA tax credits versus tariffs, order backlog conversion, peer comparison and bull versus bear scenarios.

FLNC Fluence Energy US Stocks

June 29, 2026

MP Materials (MP) Stock Outlook 2026: Is the U.S. Rare-Earth Magnet Play Real?

MP Materials (NYSE: MP) stock outlook 2026. We examine the Mountain Pass mine, NdPr neodymium magnet vertical integration, Defense Department backing, GM and Apple supply deals, the China supply-chain independence theme, and the rare-earth price and Chinese dumping risks, plus the metrics to watch each quarter.

MP Materials MP rare earth