According to a survey prepared by Energía Estratégica , the company that registered the largest stock market increase in the period was Fluence , with a growth of 180% in its shares.
The firm specializing in energy storage thus positions itself as one of the best performing players in the market, in a context where storage is beginning to consolidate as critical infrastructure for the stability of electrical networks and renewable integration.
In second place is GoodWe , with a rise of 166%, followed very closely by SolaX , which reached an increase of 160%.
The ranking also shows a strong evolution of companies traditionally linked to the photovoltaic sector that accelerated their positioning in energy storage.
Among them, Sungrow stands out, with a growth of 120%, while CATL advanced 87.44%.
Further behind are other relevant manufacturers in the ESS ecosystem such as Gotion and Canadian Solar , both with a 75% increase.
They also made significant progress:
- EVE Energy : +70%
- BATTERY REPEAT: +57%
- LG Energy Solution : +42%
- Sunwoda : +41%
- Tesla : +36%
Warehousing gains strategic importance
The stock market performance of these companies reflects an increasingly marked trend: energy storage has ceased to be a technological complement and has become a central focus of electricity investments.
The growth of specific tenders for batteries, the problems of renewable energy spillovers in different markets, the need for flexibility in networks and the advancement of hybrid projects are accelerating the demand for ESS systems in both utility-scale and commercial and industrial applications.
Added to this is the interest of governments and utilities in incorporating storage to improve reliability, stability and renewable integration capacity.
Latin America is beginning to position itself
In Latin America, various countries began to accelerate regulations and contracting schemes related to storage.
Chile continues to lead regional development with utility-scale projects associated with congestion and energy arbitrage, while markets such as the Dominican Republic, Brazil, Mexico and Colombia are beginning to incorporate new regulatory signals for ESS.
This context also explains why Asian manufacturers and global suppliers intensified their commercial presence in the region during the last year, especially in C&I and utility-scale segments.
ESS stock market performance ranking (May 2025 vs May 2026)
- Fluence — 180%
- GoodWe — 166%
- SolaX — 160%
- Sungrow — 120%
- CATL — 87.44%
- Gotion — 75%
- Canadian Solar — 75%
- EVE Energy — 70%
- REPT BATTERO — 57%
- LG Energy Solution — 42%
- Sunwoda — 41%
- Tesla — 36%
FES's next stops
The Future Energy Summit tour will continue with FES Guatemala on May 14 and FES Mexico on May 19, where key players from the public and private sectors will address the challenges and opportunities linked to the expansion of the energy system, new investment schemes and the execution of strategic projects.
To access the full FES 2026 tour schedule, learn more about it and be part of the meetings, the FES digital platform is available, while all events will have a live broadcast through the official Future Energy Summit YouTube channel.
For inquiries and more information, please contact info@futurenergysummit.com