Markets & Policy
In highly regulated energy markets, policy decisions can make or break new technologies, strategies, and even entire industries.
Support from policymakers, in the form of procurement exercises, priority dispatch, tax incentives and a wealth of other instruments, has been vital to the global solar industry’s success, and new mechanisms to support growth in energy storage are an increasingly important part of the story today.
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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.
16 hours ago
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