Slowing EV growth in North America, tariffs, and policy restrictions are pushing automakers and battery suppliers to repurpose idle capacity. At the same time, surging power demand and grid volatility from generative AI data centers are lifting demand for battery energy storage systems (BESS), making energy storage a key diversification market alongside defense, drones, and humanoid robots.
Australia introduced a liquefied natural gas reserve policy aimed at prioritizing domestic supply, while producers warned the rules could pressure prices if the market becomes oversupplied. The changes, scheduled to take effect on January 1, 2028, were reported by Bloomberg and Reuters as the government moved to secure gas for local buyers in the world's second-largest LNG exporting nation after Qatar.
The US Commerce Department on September 11 issued final affirmative determinations in its anti-dumping and countervailing duty investigations of crystalline silicon photovoltaic cells and modules from India, Indonesia, and Laos, setting dumping margins of up to 123.04% and subsidy rates as high as 173.70%, according to the department's International Trade Administration.
Shihlin Electric is bullish on continued growth in heavy electrical equipment and energy-related businesses as demand rises for Taiwan Power grid reinforcement, energy transition projects, and AI data center (AIDC) build-outs. The company said its planned T4 plant is scheduled to start production in September 2027, while orders on hand have already topped NT$60 billion (approx. US$1.9 billion) and are extending into 2030.
China's energy storage industry has expanded at breakneck speed since the launch of the 14th Five-Year Plan, growing 50-fold in just five years. The government is now applying the brakes, as local government support has helped spawn large numbers of speculative "energy storage cockroaches"—companies that secure project rights without actually building the projects—causing planned capacity on paper to soar while actual construction lags far behind.
ProLogium said Kyushu Electric Power will make a strategic investment as its long-running collaboration expands from industrial cooperation into capital participation. The move signals growing confidence in next-generation battery technologies, with potential implications for energy security, manufacturing supply chains, and electrification efforts in global markets.
Taiwan's EV charging industry remains in a fiercely competitive, fragmented phase, according to Blockcert chairman Chang Chung-I. While charging stations may appear to offer an unattended business model, their operations involve numerous complexities that operators often discover only after sites go live, and a lack of operational management experience can result in substantial costs.
STMicroelectronics (ST) recently shared its perspective on balancing AI growth with sustainability during a press conference in Taiwan. The company emphasized that controlling carbon emissions from AI data centers depends largely on internal rack design rather than simply building facilities in countries with high renewable energy adoption.
Song Chuan Precision said on September 8 that its second-quarter 2026 revenue and gross margin hit record highs, as demand for AI server power supplies, energy storage, and EV charging all rose at the same time. The company also benefited from a richer product mix tilted toward higher-margin new-energy products, lifting second-quarter consolidated revenue and gross margin to record levels and swinging net profit back into the black from a year earlier.
Jin Lian Cheng Resources completed an upgrade to its desulfurization production line as demand increased for lead-acid battery recycling tied to high-spec uninterruptible power supply (UPS) systems used by semiconductor plants. The Taiwanese waste lead-acid battery processor said the upgrade restored normal operations while improving sulfur oxide treatment, real-time monitoring, and environmental management.
Over the past half-year, multinational companies and semiconductor suppliers have pressed the government to reduce surplus power conditions. To increase the flexibility of green power transfer and matching, Taiwan Power (Taipower) has planned to launch Sandbox 3.0 in October 2026, which market watchers expect will help address TSMC's surplus electricity issue and add flexibility to Taiwan's renewable energy market.
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