New rules to Europe’s battery game

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, supported by a robust project pipeline. At the same time, the market has been quietly absorbing a wave of increasingly unpredictable cost pressures. InfoLink Consulting CEO Corrine Lin sees 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 marked by structural tensions.