Orders skyrocketing 3000%! Global ESS battery annual sales poised to historically surpass 1 TWh!
As "full capacity" and "flooded with orders" became the truest reflections of the ESS sector in H1, a growth wave driven by both AI computing power and the energy transition is propelling the global ESS battery market to unprecedented heights. Data from the National Energy Administration shows that in H1, investment in key energy projects in China maintained positive growth despite last year's high base, with new-type energy storage up 74.3% YoY. As of end-June, completed and operational new-type energy storage installations nationwide reached 153 GW/396 GWh (153 GW/396 GWh), up 61% YoY. Compared with the end of 2025, when the figures stood at 136 GW/351 GWh (136 GW/351 GWh), this implies new installations of 17 GW/45 GWh in H1.
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