CATL, the world’s biggest lithium-ion OEM, saw flat ESS revenues in the first half of the year, but the extent to which this can be blamed on the increased US-China tariffs, if at all, is far from clear.
As the BESS industry matures, the trend towards a closening relationship between OEMs and project owners looks set to continue, but system integrators will continue to have a role to play.
LG Energy Solution (LG ES) will nearly double the production capacity of battery cells for energy storage systems (ESS) at its Michigan, US, factory by the end of 2026.
CEA has recently released two battery energy storage system (BESS) reports for Q2 2025, the Energy Storage System Price Forecasting Report and the ESS Supply, Technology, and Policy Report.
The US Department of Commerce has provisionally decided to impose anti-dumping (AD) tariffs on active anode material (AAM) product imports from China of 93.5%, bringing the total tariff on them to 160%.
