In the rapidly evolving US energy storage sector, companies must navigate a complex web of policy changes, supply chain challenges, and evolving customer needs.
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.
Chinese solar PV inverter and energy storage provider Sungrow has announced two major developments: plans for a Hong Kong IPO and the release of its half-year 2025 interim report.
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.
The battery storage arm of Canadian Solar expects to make between 7GWh and 9GWh of shipments this year, with the final figure dependent on trade policy developments.