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Global Energy Storage Market Sees Structural Explosion, AI Data Centers Become New Growth Engine

Release time:

2026-01-02

Global Energy Storage Market Sees Structural Explosion, AI Data Centers Become New Growth Engine

News Summary
According to the latest industry analysis, the global energy storage market is entering an explosive growth cycle driven by a completely new demand structure. It is projected that by 2026, new global energy storage installed capacity will reach as high as 438 GWh, achieving a year-on-year growth of 62%. The core driving force of market growth has undergone a fundamental shift: evolving from primarily smoothing renewable energy output in the past, to being propelled by the triple driving forces of "AI computing infrastructure expansion," "the rigid demand of the global energy transition," and "the increasingly severe problem of grid congestion." This structural change is profoundly reshaping the strategic layout of the global battery industry.

Deep Shift in Market Drivers
1. AI Computing Infrastructure Becomes the Primary Increment: The global AI race is driving an exponential increase in data center electricity demand. To ensure stable and efficient computing power and reduce electricity costs, accompanying large-scale Battery Energy Storage Systems (BESS) are becoming "standard configuration" for new data centers. This opens up a vast and highly certain new track for the energy storage market.
2. Energy Transition Rigid Demand Continues to Provide Support: The continuous rise in global installations of fluctuating renewable energy sources like wind and solar places higher demands on the grid's flexible adjustment capabilities. Energy storage, as a key technological solution, maintains strong underlying demand.
3. Grid Congestion Spurs "Localized" Energy Storage: Aging grid infrastructure and insufficient transmission and distribution capacity in many regions globally lead to a situation where "power cannot be delivered." Deploying energy storage at weak grid nodes or load centers has become an economically efficient solution to alleviate congestion and improve power supply reliability.

Reshaping and Response of the Industrial Landscape
Facing this historic opportunity, global battery giants have swiftly adjusted their strategies. Most notably, Korea's three major battery manufacturers (LG Energy Solution, Samsung SDI, SK On) plan to significantly increase their total U.S. production capacity to approximately 600 GWh, with a pronounced shift in investment and product focus towards energy storage systems to seize the initiative in the North American data center storage market. This marks a strategic pivot for leading companies from a singular focus on the electric vehicle market towards a new equilibrium of "balancing vehicles and storage" or even "storage-first."

Our Observations and Strategic Positioning
The transformation of the energy storage market's driving forces into a "triple play" signifies that the industry is moving from being driven by policy subsidies to a new stage driven by real, diverse, and rigid market demand. The rise of AI data centers not only brings immense market space but also places unprecedented high demands on the system efficiency, cycle life, safety standards, and response speed of energy storage. As a deep participant in the industry, we have keenly captured this trend and are accelerating targeted layout in related technology R&D, product definition, and capacity planning. We are committed to providing global customers with smarter energy storage solutions better suited to the needs of the new era.