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Energy & Storage Strategy Weekly Report — Vol. 49 (2026.07.27 — 08.02)

Vol. 49 | 2026.07.27 — 08.02 | Market Mood: 72 / 100 — Building

The energy sector is rapidly advancing next-gen technologies. While China aggressively commercializes solid-state batteries and perovskite solar (35.5% efficiency), Western nations counter with substantial R&D funding and strategic partnerships. Governments globally prioritize domestic manufacturing and critical material sourcing for batteries and hydrogen, with robust support catalyzing large-scale green hydrogen and long-duration storage projects. Sodium-ion batteries are now commercially deploying. This report details key R&D breakthroughs, policy acceleration, and competitive landscapes in SSB (500 Wh/kg) and green hydrogen (8-10 GW/year electrolyzer capacity).

Leverage this week’s critical data to inform your strategic R&D investments and market positioning.

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