Although vertically integrated ESS-cell suppliers retain more control over their supply chain, system integrators’ flexibility may help them in the medium-term, writes Solar Media Market Research analyst Charlotte Gisbourne.

Japan’s NGK Insulators has discontinued its sodium-sulfur (NAS) battery product line, with the exit of its partner, BASF, thought to have led to the final decision.

A roundup of battery energy storage system (BESS) stories from the US including Fullmark Energy’s 130MWh BESS reaching commercial operations, Habitat optimising a 500MWh BESS for Ørsted, and Quino Energy securing US$10 million in Series A funding.

LG Energy Solution and Stellantis’ joint venture (JV), NextStar Energy, Canada’s first large-scale lithium-ion (Li-ion) battery manufacturing plant, is expanding to produce energy storage system (ESS) batteries.

Partnerships will determine whether India can emerge as a global hub for battery manufacturing and energy storage.

Samsung SDI is ramping up its manufacturing of energy storage batteries in the US to 30GWh by the end of 2026, while EV demand remains sluggish.

Despite a slowdown in electric vehicle (EV) sales in the US, LG Energy Solution (LG ES) experienced a quarterly rise in profits, driven in part by increasing demand for energy storage.  

Tesla reported record energy storage deployments and business segment profits in Q3 2025, just ahead of a shareholder vote on CEO Elon Musk’s historic remuneration package.  

Eos announced its move to Pennsylvania, US, as well as agreements for energy storage projects with Talen Energy and MN8 Energy.

Redwood Materials has closed a US$350 million Series E funding round to scale up its critical battery materials and energy storage businesses.