Chinese energy storage giants reportedly exit US market

Major Chinese energy storage system suppliers that once dominated the US market have reportedly withdrawn almost entirely from US operations in 2026. Mounting regulatory restrictions, overlapping tariffs and ownership scrutiny are opening the door for non-Chinese suppliers.

• Chinese ESS suppliers have largely exited the US market in 2026
• Regulatory limits, tariffs and ownership scrutiny drove the retreat
• Non-Chinese suppliers are set to fill the gap