Artificial intelligence (AI) and robotics have emerged as major trends. AI services such as ChatGPT, Grok, and Gemini have become part of our daily lives. At the beginning of the year, Hyundai Motor Company unveiled its humanoid robot "Atlas" at CES, which is planned to be deployed in its factories starting in 2028.
As these advanced technologies continue to
emerge, there is one field whose importance is rising in parallel: energy
storage systems (ESS).
No matter how advanced AI becomes, it
ultimately relies on electricity. AI systems require large-scale computing
power for data processing, training, and inference, as well as cooling systems
to manage the heat generated during operation. In addition, the importance of
uninterruptible power supply (UPS) systems is growing to prevent service
disruptions caused by momentary power outages.
According to the International Energy
Agency, global data center electricity consumption is expected to reach 1,050
TWh by 2026. According to data from Korea's National Data Center, South Korea
generated 595.6 TWh of electricity in 2025. In other words, the amount of
electricity consumed by data centers this year is equivalent to nearly two
years of South Korea's total power generation.
Building more nuclear power plants may seem
like an obvious solution, but it is not that simple. In the United States, the
vast geographic area makes it difficult to distribute electricity efficiently,
while much of the existing power infrastructure is already aging. Against this
backdrop, renewable energy–integrated ESS solutions are emerging as a highly
practical alternative for the industry.
Europe faces a similar situation. To reduce
carbon emissions, European countries are promoting the deployment of renewable
energy–integrated ESS systems, while also exploring their application in the
maritime sector. In addition, countries such as China, Japan, and Australia are
introducing various policies that support the adoption of ESS systems.
Then, what will the market size and outlook
for ESS look like by major region, and what policies will support this growth?
This report focuses on lithium-ion
batteries (LIBs) and sodium-ion batteries (SIBs), which are expected to become
key technologies for ESS over the mid- to long term. It provides an overview of
the future market size, price outlook by region and application, and the
direction of battery supply for ESS by country. Beyond ESS itself, the report
also includes useful information for industry stakeholders who need insights
into power supply policies by country.
We hope this report will provide valuable
insights for industry participants.
Contents
Ⅰ. Global ESS Market and Technology
Outlook
1. Global ESS Market Outlook
2. ESS Market Outlook by Technology
3. Analysis of ESS Technology Advantages/Disadvantages
Ⅱ. Global ESS Outlook by Application
1. Grid
2. Commercial / Residential
3. Telecom / UPS
Ⅲ. Global LiB(+SiB) ESS Market Outlook
1. Global LiB(+SiB) ESS Demand Outlook
2. Outlook by Application
3. Outlook by Region
4. M/S by Region
Ⅳ. LiB-ESS Market Outlook by Application
1. Grid
2. Commercial
3. Residential
4. Telecom
5. UPS
Ⅴ. LiB-ESS Market Outlook by Region
1. North America
2. Europe
3. China
4. Japan
5. Korea
6. Others
Ⅵ. Price Outlook (Based on Battery)
Ⅶ. LiB Supply Performance and Outlook by
Manufacturer
1. ESS Battery Supply Performance and Outlook(‘23~’35)
2. Global ESS Order Status of Chinese Companies in 2025
3. Mid/Long-term Supply Outlook by Manufacturer(‘23~’35)
4. North America ESS Production Capacity Outlook of Korean Battery
Companies
5. Battery Supply Outlook by Type(‘23~’35)
6. Battery Supply Outlook by Chemistry (‘23~’35)
[Annex] Global ESS Distribution
Expansion Policy
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U.S.
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Europe
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China