The global energy storage market maintained its accelerated pace of expansion in 2025, with growth of 43% and the addition of 106 GW of new capacity, compared to 73 GW installed in 2024. This data comes from a survey released by the consulting firm Wood Mackenzie.
With this advancement, global installed capacity reached 270 GW. Projections indicate that the sector should reach 1.545 GW by 2034, representing an expansion of almost ten times the current level, reinforcing storage as one of the pillars of the global energy transition.
According to the consultancy, 82% of new installations in 2025 were driven by projects of utility scalesThis segment remains dominant in relation to residential and commercial applications, supported by the need to integrate renewable sources, strengthen the reliability of electrical grids, and government contracting programs.
Another factor highlighted by the study is the strengthening of the commercial viability of storage projects in 2025. The drop in battery costs, coupled with improved profitability and diversification of revenue sources, has increased attractiveness for investors.
Government tenders also continue to play a significant role. According to the consultancy, even moderate levels of regulatory support are capable of accelerating project development and reducing the perception of risk.
Key global markets
China maintained its absolute leadership in the global energy storage market in 2025, accounting for 54% of new installations worldwide. According to the consultancy, this dominance reflects ambitious goals for renewables, policies integrating generation and storage, and robust domestic production capacity.
Despite this, the study warns of short-term challenges. The removal of mandatory coupling requirements between renewables and storage, and the absence of consolidated remuneration structures, are expected to generate uncertainty between 2026 and 2027. Even so, China is expected to account for approximately 50% of new global capacity over the next decade.
In the United States, the market registered 53% growth compared to the previous year. This growth was driven by markets with capacity constraints, state incentives, and the first wave of repowering and expansion of already installed battery systems. "Approximately 12% of existing systems in the US will require capacity expansion by 2025, creating a new segment with strong growth potential," the report points out.
Other markets are gaining strength.
Besides China and the United States, Australia, Germany, and Saudi Arabia stand out as strategic markets. Australia recorded 55% growth in 2025, driven by capacity investment programs and successful state auctions.
Germany maintained its European leadership in energy storage, supported by high renewable energy penetration and market liquidity. Meanwhile, Saudi Arabia emerged as a new and significant player, with large-scale storage projects expanding the Middle East's presence in the sector.
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