起点锂电·2026-01-13 06:10Global Energy Storage Market Size - The global energy storage system integration shipment volume is expected to reach 510 GWh by 2025, representing a year-on-year growth of 50%. The newly installed capacity for large-scale energy storage is projected to be 456 GWh, with a year-on-year increase of 51.39% [2][4]. Key Drivers of Growth - The significant growth in global energy storage demand is driven by three main application scenarios: - On the generation side, the transition to a cleaner energy structure is accelerating, with increasing shares of renewable energy sources like solar and wind. This necessitates energy storage systems to mitigate the intermittency and volatility of renewable energy output, leading to a strong demand for storage batteries. - On the grid side, the integration of a high proportion of renewable energy into the power system raises the requirements for stability and flexibility. Energy storage on the grid can quickly respond to system demands, effectively participating in frequency regulation, peak shaving, and backup services, thereby enhancing grid resilience and security. - On the user side, the penetration of energy storage applications continues to grow, with increasing demand from commercial and industrial storage, AI data center backup power, and home energy storage. The need for electricity cost management, reliable power supply, and energy self-sufficiency drives significant growth potential in user-side storage, making it an important source of incremental demand in the energy storage market [4]. Future Market Projections - Following the recent implementation of mandatory energy storage policies in major global economies, there is an explosion in demand across various scenarios such as commercial, data centers, edge computing, and emergency power supply. The global energy storage system shipment volume is expected to reach 2,260 GWh by 2030 and 6,650 GWh by 2035. The newly installed capacity for large-scale energy storage is projected to reach 1,995 GWh by 2030 and 6,091 GWh by 2035 [5]. Competitive Landscape in 2025 - The global energy storage market in 2025 is characterized by "explosive growth" and "intense reshuffling." The competition among leading companies is heating up, with Tesla regaining its position as the top global shipper of energy storage systems due to strong recovery in the North American market and capacity release from its Asian factories. The top five companies in global energy storage system shipments are Tesla, Sungrow Power, CRRC Zhuzhou, CATL, and HIBOR [6].