Energy Storage News•about 2 months ago
How important is cell-to-ESS vertical integration?
Key Takeaway
Developers and large power consumers procuring ESS must weigh the supply chain stability offered by vertically integrated suppliers against the solution flexibility provided by system integrators.
AI Summary
- •The energy storage market is seeing a strategic tension between vertically integrated ESS-cell suppliers and flexible system integrators.
- •Vertically integrated suppliers offer enhanced supply chain control, potentially leading to more predictable delivery for large-scale ESS projects.
- •System integrators provide greater flexibility and diverse solutions, which may prove more advantageous in the evolving medium-term market for developers.
- •Developers and large power consumers should assess whether supply chain stability or solution adaptability is paramount when selecting ESS partners.
Topics
oemstorage
Article Content
Although vertically integrated ESS-cell suppliers retain more control over their supply chain, system integrators’ flexibility may help them in the medium-term, writes Solar Media Market Research analyst Charlotte Gisbourne.