[New] By 2050, electricity demand will have grown by more than 50% in the U.S; energy storage, wind, and solar generation will increase by 300%; and renewables are predicted to exceed 50% of generation capacity in Western U.S., New York, and Southeast.
FABTECH
[New] Budget 2026 is expected to strengthen the e-mobility ecosystem through higher funding for research and development, especially in advanced materials, high-performance battery components and next-generation energy storage.
Outlook Business
[New] Global energy storage installations will exceed 1 TWh by 2030, with long life (> 15 years) and high safety becoming key procurement metrics.
Tortai Technologies Co., Ltd
[New] Starting in 2026, we will begin to see real-time co-optimization take hold across U.S. grids as more ISOs adopt ERCOT-inspired storage frameworks that give energy storage systems unified participation in both energy and ancillary markets.
MCJ Newsletter
[New] Even in the US, where policy momentum has moved decidedly away from clean energy, we still expect some 33 6GW of wind, solar and energy storage to be installed in the years 2026-30.
BloombergNEF
[New] The number of suppliers offering U.S.-made battery energy storage system containers, modules, and cells is expected to double from three at the end of 2025 to six by the first half of 2026.
Mercomindia.com
[New] In 2026, energy storage will be clearly recognized as one of the fastest and most affordable ways to add flexible power and capacity near high-demand areas, especially as the rapid growth of AI data centers outpaces grid capacity and traps customers in multi-year interconnection queues.
Prometheus Institute
[New] The decisions made in 2026 will determine which companies, regions, and technologies will dominate the next decade of energy storage.
Battery Technology
[New] Renewable energy storage is expected to be the fastest-growing application, aligned with global clean energy and net-zero targets.
Yahoo Finance Singapore
[New] Energy Storage Monitor report said despite near-term year-over-year declines in the utility-scale and residential segments, it projected 92.9 GW of storage will be installed in the U.S. over the next five years.
Utility Dive
[New] Beyond electric vehicles, demand for batteries used in stationary energy storage is expected to grow steadily as China expands renewable power generation.
Net Zero Compare
[New] Risk Considerations: The concentration of energy storage systems lithium demand in China (50.7% of 2026 capacity additions) creates geographic concentration risk for lithium suppliers.
Discovery Alert
[New] The 31% projected growth in global energy storage installations from 273 GWh in 2025 to 359 GWh in 2026 represents acceleration rather than linear expansion.
Discovery Alert
[New] Lithium demand for energy storage is expected to grow by 55% in 2026, following a jump of 71% in 2025.
Mining Weekly
[New] Tesla plans to launch Full Self-Driving in an unsupervised mode and expand its energy storage operations with Megapack 3 and Megablock systems to support large-scale grid storage.
Interesting Engineering
[New] Energy Scaling: The completion of Megafactory Shanghai will double Tesla's energy storage capacity, potentially making the Energy segment equal to the Auto segment in profit within three years.
FinancialContent
California will be the first subnational entity to join the Global Energy Storage and Grids Pledge, which targets 1,500 GW of storage.
POWER Magazine
Last updated: 18 January 2026
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