Solar and battery makers face margin pressure despite market growth

Rapid capacity expansion in solar and energy storage manufacturing has outpaced demand growth, leaving producers with overcapacity and eroding economics despite the sectors' overall expansion.

First covered Nov 6, 2026 · 9:00 PM PT · 1 article

Solar and battery makers face margin pressure despite market growth — Image via pv-magazine.com

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4d PV Magazine Beyond scale and hardware — Solar and battery energy storage systems (BESS) have scaled dramatically since 2015, but demand growth is not necessarily translating into better economics for…

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Appeared in: 2026-11-07 (#1) · 2026-11-08 (#5)

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Solar and battery makers face margin pressure despite market growth

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