Energy Storage
Overview
Driven by plummeting cell costs – particularly advances in next generation LFP technologies – and grid-stability demands, the global energy storage market hit record installations in 2025 and is projected to ship over 1TWh in 2026, dominated by utility-scale projects and emerging infrastructure backups. REA provides clients with detailed analysis on trends in the global ESS cell market and regional power markets.
Our Benefits
Global ESS installations
Track battery energy storage system installations in the US, China and Europe
Costs
Understand the cost drivers for battery energy storage projects and revenue drivers
Technology
Keeps track of key changes in the BESS cell technology landscape, including the growing role of sodium-ion cell technology
Geopolitics and policy
Keep on top of the shifting geopolitical landscape for BESS markets, including the role of investment tax credits, tariffs and regulatory shifts in regional power markets.
AI data centres as a % of total power use: USA vs China
AI data centres remain a key driver for US BESS demand
