GreenergyDaily

Apr. 23, 2026

Gotion High-Tech Co. Ltd., a major Chinese battery maker, is seeing renewed global focus on the green transition as disruptions to fossil fuel supplies linked to the Middle East conflict drive demand for clean energy technologies.

"Everyone is placing more emphasis on the new energy transition since the conflict in the Middle East" began, founder and chairman Li Zhen said in an interview with Bloomberg Television this week. Ongoing advancements in solar and wind, and cost improvements in batteries mean governments can "achieve self-sufficiency and not rely on fossil fuel supplies from a few countries," he added.

Gotion sees demand for energy storage systems growing to five times more than for EVs in the long run.

"The momentum in AI means it will require a lot of electricity, therefore more energy storage is needed. And that's a huge opportunity for us," Li said.

Gotion plans to build 100 gigawatt-hours of capacity in each of the Asia-Pacific, EMEA and the Americas over the next five years, while aiming to double its overseas shipments this year.

Gotion has been accelerating its overseas expansion in recent years, with planned factories in the US and Morocco, and a Slovakia plant set to begin production by the end of this year, Li said.

However, the company previously said it could not proceed with its $2.4 billion Michigan battery plant, announced in 2022, after state and local partners in the US withdrew support.

"We must strive to improve our battery, and cooperate better with the American markets," Li said.