中国光伏与储能 - 储能专家电话会议要点_储能专家电话会议要点- China solar & energy storage - ESS expert call takeaways_ ESS expert call takeaways

EQUITY: ALTERNATIVE ENERGY ESS expert call takeaways China solar & energy storage Quick Note We hosted a call with an expert from the solar energy storage system (ESS) industry on 22 October 2025. The focus of the call was on the demand outlook for regional markets such as the US, EU, China, Middle East, etc. We summarize key takeaways below: US: unclear demand outlook in 2026-27E on policy uncertainties The expert expects 2026E ESS installation of 45-60GWh in the US market, compared to approximately 50GWh ...