Accessible version AI Infrastructure - China (H/A) Lift '26 Global BESS forecast & battery shipment; ME tension leads to ESS demand Industry Overview Raise 2026 global BESS forecast; buy Sungrow After a strong year of 2025 (China BESS new installation +80% YoY), booming BESS demand continues in 1Q26, with China BESS new installation +176% YoY in 2M26. The interruption of oil and gas supply chains due to Middle East tension may pose attention on energy security and accelerate the global energy transition, ra ...