Record ESS Shipments Signal Tighter Market: What It Means for CATL

Posted on by Eben@CANSLIM Research

In a report examining September 2026 global energy storage tracking, with strong tenders pointing to continued growth, the analysis argues that record deployment is being driven by falling battery costs and a more supportive policy environment in China, which together make the economics of storage more attractive. The report describes September as another month of record growth, with monthly shipments reaching 112.2GWh and domestic shipments the key driver at 108.4GWh, up 91% year on year.

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