Ford Motor Company’s entry into the “fiercely competitive” energy storage market is a “big strategic pivot,” but one that makes sense, ESN Premium has heard.
The US market is expected to be the largest source of revenue and driver of activity for Fluence in 2026, and a second battery cell deal with a domestic supplier is imminent.
In the rapidly evolving US energy storage sector, companies must navigate a complex web of policy changes, supply chain challenges, and evolving customer needs.
A year since the implementation of the initial steps in EU Batteries Regulation went into effect and the impacts are already being seen, writes Nicholas Bellini of TÜV SÜD.
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.
