1、London l 2026/2/242026 marks the dawn of the Decade of Delivery.We are moving beyond the era of simple storage into an age ofsystemic resilience.As global grids grapple with structural scarcity and regulation constraints,our mission is nolonger just to build batteries,but to architect the resilient
2、backbone of a zero-carbon civilization.1.Strong Demand&Supply Gap3.Land Availability&Nosie Control2.Long Duration Energy Storage Trend4.Maintenance Cost SurgeBy the end of 2025,According to our internal database and Solar EU,BESS demand of EU in 2025 exceeded 86GWh,Installation Capacity exceeded 29.
3、7GWh.Cornex already have 110GWh Production Capacity and 450GWh Production Capacity is Under Construction.0100200300400500600700800900202420252026YearGlobal ES Battery Demand VS Production InstallationCell DemandProduction Capacity020406080100120140160202420252026YearEuropean Energy Storage Demand Pr
4、ojection(20242026)Residential(GWh)C&I(GWhl)Utility-Scale(GWh)-Strategic Shift in BESS Operations:From Peaking to FirmingSource:Bloomberg NEF LDES ReportLonger Durations:According to Bloomberg NEF,Market shifting from short-term peak-shaving to long-duration grid firming.UKs LDES Cap&Floor mechanism
5、and Italys MACSE program,both favoring longer durations.2025:4.0h|2030:6.4h|2050:9.4h(Avg.Discharge Duration)024681012142020202520302035204020452050YearGlobal BESS Project Average Duration TimeBrazilChinaGermanyIberiaItalyJapanUSGlobal-Location Shift:Closer to ResidentialPrime grid connection points
6、 near 330kV/132kV substations are nearly exhausted.Simultaneously,European regulations(like the EU Battery Regulation)and local planning authorities have tightened noise pollutionlimits.-Preference Shift:Higher Energy Density Lower NoisePlanning permission is no longer just about grid;its about Ener