Chinese battery manufacturer EVE Energy has signed a framework agreement with U.S.-based energy storage supplier Fluence covering up to 206 GWh of battery deliveries between 2027 and 2031.
EVE Energy said in a stock exchange filing that its subsidiary Hubei EVE Power signed the agreement with Fluence Energy Global Production Operation, LLC following earlier cooperation between the companies. The parties agreed on a committed delivery volume of 16 GWh for 2027, with a further 190 GWh of capacity reserved for 2028 through 2031.
According to EVE Energy, the agreement is a framework arrangement and specific product specifications, quantities, prices, delivery schedules and quality requirements will be determined through subsequent purchase orders. The company also warned that changes in industry policy, market conditions or other unforeseen factors could affect implementation.
The committed and reserved volumes apply across all product types, models and configurations purchased by Fluence from EVE Power or its affiliates, with deliveries counted against the agreed volumes on a GWh-equivalent basis. EVE did not disclose the battery chemistry, cell format, manufacturing location, contract value or destination markets.
EVE Energy is one of China’s largest lithium-ion battery manufacturers. It shipped 44.46 GWh of energy storage batteries in the first half of 2026, up 54.9% year on year, alongside 35.76 GWh of power batteries.
Fluence was launched by Siemens and U.S. utility group AES in 2018 and is listed on Nasdaq. The company supplies grid-scale storage systems, services and optimization software. As of June 30, it had deployed 19.3 GWh of energy storage systems and reported 12.6 GW of contracted storage backlog.
The agreement comes with execution risks on both sides. Fluence disclosed in August that it had incurred about $15 million in upfront costs associated with a planned long-term international battery supply agreement. On Sept. 16, two days before EVE’s filing, Fluence cut its fiscal 2026 revenue guidance from around $3 billion to approximately $2.4 billion, citing continuing production delays and supply-chain problems at its U.S. contract manufacturing operations.
The EVE-Fluence agreement extends the existing pattern of cooperation between Chinese battery manufacturers and U.S. storage integrators. EVE previously signed battery supply arrangements with U.S.-based Powin and American Battery Solutions/AESI, including a 19.5 GWh framework with AESI that EVE said remains under implementation. Separately, Chinese battery manufacturer REPT Battero is supplying 3 GWh of storage systems to U.S.-based Energy Vault during 2026 under an agreement signed in September 2025.
Such cross-border supply relationships are becoming more complex as U.S. tariffs, localization requirements and foreign-entity restrictions reshape battery sourcing. For the EVE-Fluence agreement, the eventual commercial significance will therefore depend less on the headline 206 GWh figure than on how much of the reserved capacity converts into binding purchase orders over the next five years.
The post EVE Energy signs 206 GWh battery framework with US storage supplier Fluence appeared first on Energy Storage.
