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“MACSE price levels were driven by bearish battery cost expectations. The market reality today is very different.”
“You can’t work miracles, so the problem remains — there will certainly be an impact for everyone,” Gabriele Buccini, head of Utility Storage at Trina Solar, told pv magazine Italia, referring to market volatility and the risks facing BESS manufacturers, which are now operating in a very different market environment than just six months ago.
Mar 12, 2026
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Battery Atlas 2026 launches with comprehensive map of Europe’s cell, pack and battery manufacturers
The report reflects the consolidation phase the European battery market is undergoing. While over 2,000 GWh of cell production capacity was announced in 2023, the realistic forecast for early 2026 is around 1,190 GWh, of which approximately 673 GWh is led by Asian companies.
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“MACSE price levels were driven by bearish battery cost expectations. The market reality today is very different.”
“You can’t work miracles, so the problem remains — there will certainly be an impact for everyone,” Gabriele Buccini, head of Utility Storage at Trina Solar, told pv magazine Italia, referring to market volatility and the risks facing BESS manufacturers, which are now operating in a very different market environment than just six months ago.
Advertisement
Battery Atlas 2026 launches with comprehensive map of Europe’s cell, pack and battery manufacturers
The report reflects the consolidation phase the European battery market is undergoing. While over 2,000 GWh of cell production capacity was announced in 2023, the realistic forecast for early 2026 is around 1,190 GWh, of which approximately 673 GWh is led by Asian companies.
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Energy Vault locks in 1.5 GWh of Peak Energy’s sodium-ion batteries for AI data centers
The companies will co-develop a full-stack storage platform – combining Peak Energy’s sodium-ion batteries with Energy Vault’s proprietary digital stack -dedicated to the Swiss company's AI infrastructure portfolio.
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