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Global energy storage system shipments (AC-side) reached 328.02 GWh in 1H 2026, +87.9% YoY. Large-scale storage maintained a high share; residential storage doubled YoY and commercial & industrial (C&I) storage rose on stronger overseas demand. China

2026-07-21

Global energy storage system shipments (AC-side) reached 328.02 GWh in 1H 2026, +87.9% YoY. Large-scale storage maintained a high share; residential storage doubled YoY and commercial & industrial (C&I) storage rose on stronger overseas demand. China’s storage market in 1H displayed a split: tendering surged while award volumes only modestly recovered. Jan–Jun tender volume totaled 369.3 GWh (+89.9% YoY) versus awarded volume of 221.8 GWh (+21.5% YoY), leaving a ~147.5 GWh pipeline available for H2 system deliveries. US market forecasts flipped from negative to positive YoY, with the largest incremental additions from AIDC storage; Wood Mackenzie reports Q1 deployments of 3.3 GW/8.4 GWh, +54% YoY, a record single quarter.

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2026-07-21

Jefferies: Lowered its price target for IBM (IBM.N) from $320 to $260.

Jefferies: Lowered its price target for IBM (IBM.N) from $320 to $260.
2026-07-21

The International Energy Agency (IEA) says growing concerns are stemming from the increasing threat posed by the Mandeb Strait, which has become a vital passage around the Strait of Hormuz.

The International Energy Agency (IEA) says growing concerns are stemming from the increasing threat posed by the Mandeb Strait, which has become a vital passage around the Strait of Hormuz.
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