Energy storage price hikes seen as short-term; costs to keep falling

This signals that the recent market stress in energy storage is cyclical, not structural, which matters for anyone tracking project economics or supply chain stability. The framing suggests the current price bump is noise against a secular deflationary trend, driven by technology competition and scale. The key variable to watch is whether lithium-sodium rivalry accelerates cost declines faster than the industry's capacity build-out can keep pace, as that dynamic will determine if the short-term squeeze truly remains isolated.