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Chinese export tax rebate cuts to raise European BESS costs
Europe installed 25.3 GWh of energy storage capacity in 2025, with annual additions expected to reach 35.1 GWh in 2026. Confidence among developers and investors has remained strong, but the market has been absorbing a wave of increasingly unpredictable cost pressures. InfoLink Consulting CEO Corrine Lin argues that prices across the supply chain are no longer moving in a single direction, cost pass-through has become less linear, and the market has entered a new phase of structural tension.
Jun 18, 2026
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