Location >> China's GF Securities forecasts that global energy storage installations will reach 438 GWh in 2026, representing a strong +62% YoY growth.
Date：2026-02-25
The acceleration is driven by a dual boost from AI compute power demand and global low-carbon energy transition, pushing energy storage to the forefront of next-gen infrastructure.
Key Takeaways：
AI x Power Systems — Data centers are emerging as new demand engines for grid-level storage and flexibility.
Energy Transition Momentum — Renewable penetration continues to rise, strengthening the need for storage across power, industrial and mobility sectors.
Market Signals — From policy tailwinds to new business models (utilities + corporate PPA + VPP), energy storage is becoming economically and strategically indispensable.
The industry consensus: We are entering a multi-year high-growth cycle for ESS.
