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Growing BESS demand across 2025 and 2026 has been met with a surge in production outstripping end use, as fierce competition and time lags between cell manufacture and installation, now averaging 14.5 months globally, encourage apparent surplus.",[136],{"type":43,"attrs":137},{"color":45},{"type":35,"attrs":139,"content":140},{"textAlign":32},[141,146],{"text":142,"type":40,"marks":143}," The country is expected to have 5.2TWh of BESS and EV capacity online by the end of 2026, with a pipeline of 6.0TWh through to 2027",[144],{"type":43,"attrs":145},{"color":45},{"text":147,"type":40,"marks":148},".",[149,151],{"type":43,"attrs":150},{"color":45},{"type":152},"italic","Plans to halt approvals for new Chinese cell capacity for 2026 have been confirmed and expanded to include production of cells for EV applications as well as for battery energy stationary storage (BESS) as part of a review of total battery capacity, expected to be completed by year end. ",true,[156],{"slug":157,"name":158,"content":159},"evan-hartley","Evan Hartley",{"job_title":160,"image":161,"bio":163,"linkedin":164,"markets_covered":165},"Research Manager",{"filename":162},"https://a.storyblok.com/f/287943243085208/800x800/670548875a/evan-h.jpeg","Evan is a Research Manager at Benchmark Mineral Intelligence, focusing on supply, demand, and cost analysis for global battery cell manufacturing, with previous experiences within the cathode and precusor cathode markets. 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