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NEWS TAGGED ENERGY STORAGE
Friday 17 July 2026
SOFC gains traction in AI data centers, opening three paths for Taiwan suppliers
As AI ushers in an era in which computing capacity increasingly translates directly into power demand, energy has become the foundational layer of the "five-layer cake" framework outlined...
Thursday 16 July 2026
Gotion High-Tech expects 1H26 profit to more than triple on market gains and expansion

Gotion High-Tech said its first-half earnings are set to rise sharply, a result that could matter for battery investors and electric-vehicle...

Wednesday 15 July 2026
Mistral AI urges France to reserve cheap power for European AI firms
Arthur Mensch, CEO of French AI startup Mistral AI, said France should prioritize low-cost nuclear electricity for domestic and European AI companies as US technology groups expand...
Wednesday 15 July 2026
South Korea moves to secure power for new chip cluster

South Korea is accelerating plans to supply electricity to a new semiconductor cluster in the country's southwest by 2030, potentially...

Wednesday 15 July 2026
Buima lifts June revenue as battery modules and energy storage demand grows
Buima said that its June 2026 revenue continued to rise on stronger green energy business and battery backup unit (BBU) module shipments, with sales the second quarter and first half...
Friday 10 July 2026
Malaysia solar firms rush to secure stock before China tax breaks end
Malaysia's renewable energy market is expected to keep expanding in 2026 as data center construction and rising solar adoption support demand, while Chinese policy changes are already...
Friday 10 July 2026
LGES turns idled US EV battery lines toward AI data centers as storage demand fills the EV gap
LG Energy Solution's move to convert part of an idled US electric-vehicle battery plant into a line making lithium iron phosphate (LFP) cells for energy storage shows how South Korea's...
Thursday 9 July 2026
Power-Win sees stronger momentum as battery recycling market expands
Taiwan's largest waste battery processor, Power-Win Technology, reported stronger first-half momentum as rising waste battery volumes, higher recycled-material prices, and more electric-vehicle...
Wednesday 8 July 2026
Sodium batteries to cut below LFP costs in 2027, reshaping energy storage economics

China is increasingly viewing 2026 as the launch year for sodium-ion batteries, as the technology's cost advantages in the energy storage...

Tuesday 7 July 2026
China's sodium battery boom faces supply risk

China's sodium-ion battery sector is drawing intense attention as surging lithium carbonate prices lift lithium battery production costs...

Tuesday 7 July 2026
Hyundai Rotem targets 2029 hydrogen rail launch as Foshan case raises cost concerns

South Korea's hydrogen rail commercialization is entering the final stretch, with Hyundai Rotem, a unit of Hyundai Motor Group, building...

Tuesday 7 July 2026
LGES posts higher second-quarter sales, supported by US production credits
LG Energy Solution (LGES) reported stronger second-quarter sales and a swing back to operating profit, a result that could matter for global investors tracking how policy incentives...
Tuesday 7 July 2026
US grid strain from AI power demand extends order boom for Taiwan equipment makers

A US emergency order to stabilize electricity supplies during an extreme heat wave has underscored a deepening structural imbalance...

Tuesday 7 July 2026
BBU demand lifts Taiwanese battery module makers as AI server adoption expands
Battery backup (BBU) module demand from AI servers continued to rise in June, supporting revenue growth at Taiwanese suppliers AES-KY, Simplo Technology and STL. These companies have...
Tuesday 7 July 2026
JLC revenue climbs 40% as Taiwan's circular economy law takes effect
JLC reported a sharp rise in June revenue after Taiwan's Resource Circularity Promotion Act took effect, while the lead-acid battery recycler also benefited from early investment in...