Global energy storage demand surges, overseas orders from Chinese companies increase by 220% year-on-year
Against the backdrop of the accelerated global transition to clean energy, battery storage has rapidly grown from a marginal segment of the energy market to a core sector. Chinese energy storage companies are particularly aggressive in their overseas expansion. According to data from the China Energy Storage Alliance, in the first half of 2025, Chinese companies secured a total of 186 gigawatt-hours (GWh) of overseas energy storage orders, a significant increase of over 220% compared to the same period last year. This figure fully confirms the critical position of Chinese manufacturers in the global energy storage supply chain.
Even in the face of tariff barriers set by some markets, Chinese energy storage companies are actively laying out new markets. In terms of order sources, the Middle East, Europe, and Australia contributed nearly 60% of the share; to mitigate external risks, companies are also adjusting their global strategies, such as promoting localization of production in Southeast Asia to optimize their layout.
Meanwhile, the overall deployment pace of the global energy storage market is also accelerating. Energy research consultancy Wood Mackenzie predicts that by 2034, the investment scale in the global battery storage sector will reach approximately $1.2 trillion, which will be used to support an additional 5,900 gigawatts (GW) of wind and solar installed capacity globally. The report particularly notes that under the trend of a continuous increase in the proportion of renewable energy, advanced grid-level battery technology is key to ensuring the stable operation of the grid.
Against the backdrop of the accelerated global transition to clean energy, battery storage has rapidly grown from a marginal segment of the energy market to a core sector. Chinese energy storage companies are particularly aggressive in their overseas expansion. According to data from the China Energy Storage Alliance, in the first half of 2025, Chinese companies secured a total of 186 gigawatt-hours (GWh) of overseas energy storage orders, a significant increase of over 220% compared to the same period last year. This figure fully confirms the critical position of Chinese manufacturers in the global energy storage supply chain.
Even in the face of tariff barriers set by some markets, Chinese energy storage companies are actively laying out new markets. In terms of order sources, the Middle East, Europe, and Australia contributed nearly 60% of the share; to mitigate external risks, companies are also adjusting their global strategies, such as promoting localization of production in Southeast Asia to optimize their layout.
Meanwhile, the overall deployment pace of the global energy storage market is also accelerating. Energy research consultancy Wood Mackenzie predicts that by 2034, the investment scale in the global battery storage sector will reach approximately $1.2 trillion, which will be used to support an additional 5,900 gigawatts (GW) of wind and solar installed capacity globally. The report particularly notes that under the trend of a continuous increase in the proportion of renewable energy, advanced grid-level battery technology is key to ensuring the stable operation of the grid.