Global Energy Storage Market and Supply Chain Report Nov. 2025

The Global Energy Storage Market and Supply Chain Report for November 2025 provides a comprehensive analysis of the energy storage industry. In the first three quarters of 2025, cumulative global energy storage cell shipments reached 410.45 GWh, a 98.5% year-on-year increase, with full-year estimates at 567.3 GWh. System shipments totaled 286.4 GWh, revised up to 400 GWh for the full year. Market installations reached 142.6 GWh, up 35.9% year-on-year, with China, the US, and Europe accounting for 89.2% of the share. Key players include CATL, Hithium, EVE Energy, BYD, and CALB in cells, and Tesla, Sungrow, BYD, CRRC Zhuzhou, and Huawei in systems. Policy updates highlight Italy's MACSE auction, China's plan to double utility-scale storage by 2027, and US tariff reductions on China. The report also covers regional trends in Europe, the Americas, and Asia Pacific, with a focus on utility-scale, residential, and C&I markets.