Xin Lang Cai Jing·2026-01-15 23:24Domestic Market - The capacity pricing mechanism is expected to be implemented in multiple provinces, marking a turning point for the economic viability of energy storage [1] - In regions like Inner Mongolia, Gansu, and Ningxia, stable supporting policies for energy storage are anticipated, with Gansu's independent energy storage IRR capital expected to reach 9.9% [1] - Domestic energy storage demand is projected to reach 154 GWh, 254 GWh, and 337 GWh in 2025, 2026, and 2027 respectively, representing year-on-year growth of 40.2%, 65.2%, and 32.5% [1] International Market - In the United States, the construction of data centers is driving rapid growth in energy storage demand, with 2025 being identified as the "demand year" for AIDC [1] - An additional 13 GW of data centers in the U.S. is expected to generate 10.7 to 25 GWh of energy storage demand in 2026 [1] - In Europe, there is a pressing need for flexible resources, improved business models, and a shift in subsidies, leading to a noticeable acceleration in large-scale energy storage development [1] Global Outlook - The global energy storage market is expected to see new installations of approximately 279 GWh, 423 GWh, and 563 GWh from 2025 to 2027, with year-on-year growth rates of 44%, 52%, and 33% respectively [1] - The recent large-scale power outages in Europe have created new demands for grid-connected energy storage, which may optimize the competitive landscape [1]