Energy Storage
Battery technologies and grid-scale storage enabling energy reliability.
Active institutional funds added a net $7.0 billion in Q2 2026, versus $1.7 billion in Q1 2026 — an inflow 309% larger. 64.5% of companies in this theme saw increased active positions in Q2 2026.
Ecosystem Map
Cathode and anode materials, lithium refining and battery recycling. Excludes diversified miners with immaterial battery-material exposure.
Integrated BESS hardware, controls and project deployment for utility-scale storage. Includes system integrators and storage asset platforms; excludes cell-only manufacturers.
Manufacturers of lithium-ion cells and battery packs for EVs and stationary storage. Excludes pure mineral miners and system integrators without cell manufacturing.
Storage designed for multi-hour to multi-day duration: flow batteries, compressed air, thermal and gravity systems. Excludes conventional short-duration lithium-ion projects.
Bottleneck Tracker
Bottleneck details are part of the Pro plan.
Recent Discoveries
Recent discoveries are part of the Pro plan.