Energy & Pulse / Insights

Supply Chain

Manufacturer routes to market, trade restrictions and their effect on storage procurement, worked from filings and published trade measures rather than vendor claims.

Locked Out of the U.S., Chinese Battery Makers Are Rewriting How They Enter Europe

Chinese battery storage exporters just had their best half-year on record — and almost none of it came from the market that used to matter most. In the first half of 2026, Chinese energy storage companies signed overseas orders totaling roughly 298 GWh, up about 83% year-over-year. Europe alone accounted for more than a third […]