China's export value of energy storage inverters surged by 57% in the first two months of 2026, with imports into Europe increasing by as much as 83%.

Foreign media: China's energy storage inverter exports increased by 57% year-on-year to $1.66 billion in the first two months of 2026, with imports into Europe rising even more sharply by 83%.

Analysts point out that global AI development has already driven up demand for energy storage, and the ongoing war in the Middle East has intensified energy security concerns, potentially further boosting demand; Gulf countries may seek to reduce Iran's influence over the Strait of Hormuz by building pipeline infrastructure across the Red Sea and Arabian Sea, as well as deploying energy storage systems.

Although Iran initially announced a two-week ceasefire and reopened the strait, it closed again following Israeli attacks on Lebanon, with both sides planning negotiations in Islamabad. Industry insiders believe the conflict will further drive up raw material costs and prompt data centers to shift toward stable regions such as Southeast Asia.

Original source: toutiao.com/article/1862006913237067/

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