InterSolar Day 1 Feedback

研报英文原文证据摘录

InterSolar Day 1 Feedback

EUROPE | Clean Technology EquityJuneResearch23, 2026

Intersolar Day 1 Feedback

Day 1 at Intersolar reinforced storage as the central investment theme, with

utility-scale solar-plus-BESS dominating and system integration (incl. SSTs)

emerging as the next frontier. Europe’s storage market is accelerating

rapidly, underpinned by volatility and policy support, while rooftop remains

in recovery, reinforcing portfolio tilts toward integrated, storage-led players.

Day 1 at Intersolar clearly set the tone that ESS is the name of the game across most markets.

Rooftop is in recovery mode, particularly in Europe, with C&I driving most of the growth, though the

focus remained on large scale PV co-located with BESS. This trend was consistently highlighted

across company meetings, with several players already advancing next-generation solutions,

including early-stage solid-state transformer (SST) offerings, underscoring the push toward higher

system integration and grid optimisation. According to SolarPower Europe's newly released

European Storage Outlook, in 2025, Europe’s battery storage market accelerated sharply, with

installations rising 48% YoY to 36GWh, driven primarily by utility-scale deployment, which accounted

for more than half of additions. Growth reflects rising renewable penetration, widening power price

volatility, falling technology costs, and improving policy frameworks. Germany, the UK, and Italy led

deployment, while Ukraine and Bulgaria emerged rapidly. Looking ahead, installations are expected

to exceed 50GWh in 2026 and reach 138GWh by 2030 (c.28% CAGR), as flexibility needs, energy

security concerns, and revenue stacking opportunities position storage as a core pillar of Europe’s

power system.

Canadian Solar (CSIQ US, HOLD).