Blink Charging & Create Energy: Pioneering the Future of Grid Resiliency with Turnkey Energy Storage Solutions
The energy storage and EV charging markets are undergoing a transformative shift, and Blink Charging (NASDAQ: BLNK) and Create Energy have positioned themselves at the vanguard with their groundbreaking turnkey energy storage solution. This integrated system, launched in 2025, merges Blink’s advanced EV charging infrastructure with Create Energy’s proprietary Nanogrid technology to address critical pain points in grid resiliency, cost efficiency, and scalability. Here’s why investors should take notice.
The Power of the Partnership
The collaboration between Blink and Create Energy represents a rare synergy of expertise. Blink’s Level 2 and DCFC chargers form the backbone of EV infrastructure, while Create Energy’s Nanogrid technology provides a modular, scalable platform for managing peak demand, eliminating utility fees, and enabling energy independence. The combined solution is designed to:
- Reduce grid reliance: By integrating on-site solar generation and storage, businesses can avoid costly grid upgrades and demand charges.
- Enhance resiliency: The Nanogrid’s ability to operate autonomously during outages makes it ideal for critical facilities like hospitals, data centers, and logistics hubs.
- Simplify deployment: The turnkey system streamlines procurement, installation, and maintenance, reducing project timelines and costs by up to 40%.
The partnership’s first real-world success is already evident in projects like Nissan North America’s continuously operational solar canopy, which has been running since its 2024 launch. This reliability underscores the system’s readiness for global expansion.
Market Dynamics & Growth Potential
The global EV charging infrastructure market is projected to grow from $25 billion in 2020 to $190 billion by 2030, driven by rising EV adoption and government mandates like the U.S. Inflation Reduction Act. Meanwhile, energy storage demand is surging as businesses seek to mitigate grid instability and reduce carbon footprints.
Blink’s strategic moves align with this trajectory. The company’s Q1 2024 results highlighted robust growth:
- Revenue up 73% YoY to $37.6 million, fueled by charger sales and network expansion.
- Gross margin expanded to 36%, reflecting vertical integration efficiencies.
- Net loss narrowed to $17.2 million, a 43% improvement over 2023.
Despite these gains, Blink’s stock has underperformed, trading near its 52-week low of $0.74 as of March 2025. This presents a potential buying opportunity, especially as the Create Energy partnership begins to scale.
Strategic Advantages & Risks
Strengths:
1. First-mover advantage: The turnkey solution is the first to combine EV charging, solar, and storage into a single scalable platform, creating a defensible moat against competitors.
2. Global reach: Blink’s presence in 30+ countries, including the EU and Asia, positions it to capture high-margin C&I projects.
3. Regulatory tailwinds: Compliance with Buy America requirements and alignment with net-zero goals ensures eligibility for federal incentives.
Risks:
- Execution challenges: Scaling a new technology partnership requires seamless integration and customer adoption.
- Competitive pressures: Rivals like ChargePoint and Tesla (TSLA) are also expanding into energy storage, though Blink’s focus on grid resiliency offers differentiation.
Investment Considerations
Blink’s Q1 2025 earnings report (pending as of this writing) will be pivotal. Analysts project a path to positive adjusted EBITDA by 2025, driven by:
- Cost reductions: Vertical manufacturing in the U.S. and India lowers production expenses.
- High-margin services: Recurring revenue from charger utilization and energy management software.
The partnership with Create Energy could accelerate this timeline. With deployments already secured for Tier 1 automotive clients and municipal projects like Alameda’s 50-port expansion, the company is well-positioned to capitalize on the $190B market opportunity.
Conclusion
Blink Charging’s collaboration with Create Energy marks a paradigm shift in how businesses manage energy and EV infrastructure. By addressing grid constraints, cutting costs, and enhancing resiliency, the turnkey solution is primed to dominate the C&I sector. With a strong balance sheet ($93.5M cash as of Q1 2024) and a stock trading at a $75M market cap—far below its $165–175M revenue target—Blink represents a compelling risk-reward proposition.
Investors should monitor Q2 2025 updates on the partnership’s deployment pace and margin improvements. If the company can meet its 2024 EBITDA targets and scale its new offering, Blink could transition from a high-risk play to a cornerstone of the energy transition—a move that could send its stock soaring.
In a sector where innovation and execution are king, Blink and Create Energy are writing the playbook for the next era of grid resiliency.