CSI Solar: solid ESS shipments growth in 2026E, fueled by non-US markets CSI Solar (688472 CH, Not rated) expects robust growth of its energy storage system (ESS) business for 2026E, with global shipments projected at 14-17 GWh, driven primarily by incremental demand in non-US markets, where the company maintains a strong presence through diversified project pipelines and partnerships. The current backlog stands at approximately USD3bn, characterized by high-quality orders concentrated in overseas high-marg ...