The 2026 global energy storage market has shifted from a focus on theoretical energy density to “Balance Sheet Engineering,” with Western companies relying on US subsidies while China executes a massive scale-up of Sodium-Ion technology.
In the first quarter of 2026, the global energy storage market is no longer a playground for visionaries… it is a graveyard for the undercapitalized.
The data is rough. As of March 2025, QuantumScape (NYSE: QS) sat on $860 million in cash against a… [5647 chars]
Source: OilPrice | Published: 2026-01-23T20:00:00Z
Credit: OilPrice
