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The risk of structural overcapacity becomes prominent, and the industry states that energy storage cells may face capacity clearance in the coming years
3 day ago /
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Author：小编
After experiencing several years of explosive growth, the energy storage industry is now facing the risk of structural overcapacity in production capacity. Tian Qingjun, Senior Vice President of Envision Group, stated at the 2026 World Dynamic Battery Conference that this year, the planned expansion scale for energy storage cells exceeds 800 GWh, with completed production capacity reaching approximately 1.2 TWh to 1.5 TWh by the end of the year, and total planned production capacity surpassing 2 TWh, far exceeding the actual global market demand.
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