<2026_2H> Global ESS Market Outlook (~2035)
The global power market has recently entered what is known as an
“energy security race.” Electricity demand is rising rapidly worldwide as the
adoption of artificial intelligence (AI), the expansion of data centers, the
electrification of industries, and the increased use of renewable energy to
achieve carbon neutrality are progressing simultaneously. In response,
governments and major companies around the world are announcing a series of
energy policies and investment plans aimed at securing reliable power supplies.
In particular, the rapid increase in data processing, led by
generative AI, has made the growing power consumption of AI data centers a new
driver of electricity demand. In addition to data centers, major industries
such as semiconductors, batteries, steel, and chemicals are expanding and
automating their production facilities, further increasing the importance of
securing a stable power supply. In the future, power supply capacity is
expected to become a key factor determining the industrial competitiveness of
countries and companies, extending beyond the conventional scope of the energy
industry.
As investment in renewable energy—particularly solar and wind
power—expands, the role of energy storage systems (ESS) in utilizing
electricity more efficiently and enhancing grid stability is rapidly growing.
The scope of ESS applications is also continuously expanding. While
Grid-scale ESS has traditionally been the primary growth driver, supporting
grid stabilization and renewable energy integration, the market has recently
expanded to include commercial and industrial ESS for reducing electricity
costs and managing peak loads, residential ESS paired with solar power, and
power backup and power quality management solutions for data centers and other
critical facilities.
In particular, the rapid growth of AI data centers is emerging as a
new growth opportunity for the ESS industry. AI servers require higher power
density than conventional data centers, and even momentary power interruptions
can result in significant losses due to the nature of their services.
Therefore, establishing a reliable power supply system is essential.
Reflecting these structural changes in the global ESS market, the
<2026_2H> Global ESS Market Outlook (~2035) report partially reorganizes
the existing market outlook framework and expands its scope of analysis.
First, the market outlook classification by application has been
reorganized. To reflect the expansion of the AI industry and the growing power
demand from data centers, “Data Center,” which was not separately classified in
previous reports, has been newly added as an application. Accordingly, this
report provides an outlook for the global ESS market by dividing it into Grid,
Commercial, Residential, Data Center, and Others. The Others category includes
ESS markets used for relatively diverse applications, such as
telecommunications, marine applications, and UPS systems.
There have also been some changes to the regional classification.
Japan, which was covered as a major region in previous reports, has a market
structure strongly centered on residential ESS. Meanwhile, the importance of
Australia and the Middle East has increased as large-scale ESS projects and
demand for renewable energy integration have grown rapidly in these regions.
Reflecting these market developments, this report adds Australia and the Middle
East to its major areas of analysis and summarizes the ESS policies, power
market environments, major players, and industry trends in each region.
We hope that the <2026_2H> Global ESS Market Outlook (~2035)
report will serve as a valuable resource for understanding changes and future
growth potential in the global ESS market and for establishing business
strategies and investment directions for related companies.
Contents
Ⅰ. Global ESS Market and Technology Outlook
1. Global ESS Market
Outlook
2. ESS Market Outlook by
Technology
Ⅱ. Global ESS Outlook by Application
1. Grid
2. Commercial
3. Residential
4. AI Data Center
5. Others (Telecom /
Marine / 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/SIB ESS Market Outlook by Application
1. Grid
2. Commercial
3. Residential
4. AI Data Center
5. Others (Telecom /
Marine / UPS)
Ⅴ. LIB-ESS Market Outlook by Region
1. North America
2. Europe
3. China
4. Asia
- Korea
5. Australia
6. Middle East
7. Other Regions
Ⅵ. Price Outlook (Based on Battery)
Ⅶ. LIB Supply Performance and Outlook by Manufacturer
1. Battery
Supplier Shipment Performance by Company
2. Battery
Supplier Shipment Performance and Outlook by Country
3. Battery
Supplier Market Share Outlook by Country
4. Battery
Supplier Shipment Performance and Outlook by Company
5. North
American ESS Production Capacity Outlook
6. Outlook by
Battery Form Factor
7. Outlook by
Battery Chemistry
[Appendix] Global ESS Project List (2026 1~7)- Excluding China
[Appendix] Global ESS Deployment Policies
- U.S.
- Europe
- China