Chinese Battery Storage Makers Pivot to Europe as U.S. Barriers Rise
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Workers manufacture energy-storage batteries for export at a factory in Lianyungang, in China’s Jiangsu province, on June 26. Photo: IC
Overseas orders for Chinese energy storage systems surged in the first half of 2026, driven by robust demand in Europe even as escalating trade barriers effectively shut Chinese firms out of the North American market.
The stark regional divergence underscores how geopolitical fractures and mounting protectionism are rapidly reshaping the global supply chain for critical renewable energy infrastructure.
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