C&I Energy Storage Market: 2025 Explosive Growth & Trends

In 2025, the commercial and industrial (C&I) energy storage market experienced explosive growth, with 6,965 new registered projects and new installed capacity reaching approximately 60GW/150GWh by September, a 1.5-fold year-on-year increase. User-side C&I storage accounted for 28% of new capacity. Policy support has been robust, with over 200 subsidy policies issued, driven by China's dual carbon goals and energy consumption controls. Key applications include peak shaving and valley filling, demand management, and participation in electricity trading. However, recent electricity price policy adjustments in provinces like Jiangsu and Zhejiang have impacted revenue, extending payback periods from around 3 years to over 5 years and reducing internal rates of return. Despite these challenges, C&I energy storage remains a critical tool for high energy-consuming industries to reduce costs, optimize energy structures, and comply with green electricity mandates. The market is expected to continue evolving with policy and pricing dynamics.