Wire · opportunities
SMA Solar backlog leaps on energy storage demand, lifting shares
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Fusion42 · 22 August 2026 · Fusion42 review
SMA Solar's order backlog surged 50% year-on-year to €1.75 billion, driven by rising demand for flexible energy storage systems amid increasing electricity consumption linked to AI and data center expansion, while rooftop solar panel sales also grew significantly.
This Wire brief sits within Fusion42's coverage of Clean Energy.
◆ ◆ The Wire takeaway
Your chance to capitalise on rising energy storage demand linked to AI and data centres is here; SMA's backlog jump signals growth opportunities for suppliers in flexible battery and solar sectors.
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1 source · 13 Aug 2026
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