U.S. Battery Capacity Growth Forecast: 2026–2031
MARC NORDLUND
jame...@whidbey.com
US: 44gwh to 110gwh from ‘24 to ‘29, and then it flattens
https://www.visualcapitalist.com/sp/npuc26-u-s-battery-capacity-growth-forecast-2026-2031/
Wow!
Ember said China’s total installed lithium-ion battery storage capacity reached almost 150 GW by the first quarter of 2026, accounting for more than half of global BESS capacity by the end of 2025, up from just over 20% in 2021.....China set a new national target in June 2026 under its 15th Five-Year Plan to deploy 300 GW of new energy storage by 2030, according to Ember, which cited the plan as having been issued jointly by the NDRC and NEA.
By the end of December 2025, China’s cumulative installed capacity of new energy storage technologies including lithium-ion reached 144.7GW, representing an 85% year-on-year rise.
China's battery industry is undergoing a structural power shift: energy storage is no longer a secondary market but an accelerating second engine that is growing at 2.5 times the pace of EV batteries. .....Total battery output in China reached 191.7 gigawatt-hours (GWh) in May 2026, up 55.2% year-on-year, while sales hit 182.2 GWh, a 47.4% increase. ......For the January-to-May period, EV battery sales grew 34.9% year-on-year; energy storage batteries expanded 87.7%. That 2.5x growth multiple is not a statistical blip. It suggests that grid-scale and distributed storage deployment — driven by renewable energy integration mandates and utility procurement cycles — is now a structural demand driver rather than a policy-dependent variable.
https://chinabizinsider.com/china-energy-storage-sales-surge-52-7-outpacing-ev-demand/
Oh....
Chanting USAUSA while falling behind.......