Energy storage cell supply cannot meet demand: orders are scheduled until next year, and companies are accelerating capacity expansion to meet the surge in demand.

People’s Finance News April 3 report: The ever-hot global energy storage market is making battery cells an unprecedented scarce commodity. Reporters learned from interviews with multiple parties that, currently, domestic energy storage cell production capacity has fully shifted into a supply-and-demand tight situation with demand outstripping supply. Several leading companies already have energy storage cell orders scheduled through the end of the first quarter of 2027. Meanwhile, spot prices for cells have rebounded sharply compared with the 2025 low point, and the industry’s bargaining power has flipped. At the same time, driven by the supply-demand gap, China’s domestic energy storage cell sector has sparked a new round of capacity expansion. Multiple companies have announced large-scale expansion plans. However, industry sources interviewed warn that there is a need to guard against the risk of oversupply after capacity is released in a concentrated way. A rush of irrational expansion not only could repeat the cyclical “old path” of the new energy industry, but also could lead to quality and compliance problems triggered by low-price price wars, damaging China’s global reputation in the energy storage industry. (21st Century Business Herald)