China (PRC) | Alternative Energy Equity Research Expert Call Key Takeaways: Overseas ESS Outlook We hosted an expert call with Mr. Echo Che from Envision AESC (Unlisted) and discussed the outlook on the overseas ESS market. Key takeaways follow. Demand outlook. The expert expects global ESS installation to be around 360 GWh (125 GWh) in 2026, or +35% YoY. The main drivers of this expansion would be the United States, Australia, and the Middle East, while Europe is projected to grow at a much slower pace, li ...