Global Scans · Energy storage · Weekly Summary

• [New] Global shipments of battery energy storage systems increased by 75.5%, reaching 421.2 GWh in 2025, with 600 GWh projected for 2026. Energy Industry Review
• [New] In 2026, the world is expected to add another 353.4 GWh of energy storage capacity, driven by demand from artificial intelligence data centers. Energy Industry Review
• [New] SQM expects global lithium demand to grow around 25% in 2026 after reporting record fourth-quarter sales volumes above 66,000 metric tons and stronger momentum from EVs and energy storage. LinkedIn
• [New] LG Energy Solution will keep global battery cell production at around 300 GWh in 2026, while increasing its proportion of supply for energy storage system (ESS) applications. Energy-Storage.News
• [New] Whether prices stabilize at current levels, rise further, or gradually ease will depend on how raw material supply, global energy storage demand, and trade policy all evolve together. WattCycle-US
• For the forecast period, EIA expects utility-scale battery energy storage to surge from 44,630.7 MW to 67,549.6 MW - an increase of 51.4%. Electrek
• In 2026 we expect further progress in energy storage systems (ESS), ranging from large-scale batteries connected to wind and solar plants to smaller, increasingly affordable batteries for residential rooftop solar systems. RankiaPro
• MarketBeat's screener flagged three lithium names - Amprius, Critical Metals and QuantumScape (QS) - as the highest dollar-volume lithium stocks recently; lithium exposure targets EV and energy-storage demand but carries commodity-price, supply-chain, geopolitical, and battery-technology risks. MarketBeat
• Standalone and co-located battery energy storage systems deals are rising, with strong growth underpinned by additions expected through 2026, with the United States projected to be installing almost 15 GW of new BESS capacity in 2026. Yahoo Finance
• Demand for long-lasting energy storage is accelerating and that offers a rare opportunity for U.S. and European clean technology companies to compete with China in its globally dominant battery sector. Los Angeles Times
• Millions of EVs could together form one of the largest energy storage systems in the world. Elli
• By 2026, energy storage capacity is expected to grow by more than 25%, ensuring consistent supply even during low-generation periods. / India Tata Power
• The Project advances New York's path to 10 GW of distributed solar and 6GW of energy storage by 2030. Cision PR Newswire
• The CEA has projected deployment of 80 GW of battery energy storage systems by 2035-36 as part of India's long-term generation planning framework. Center for Strategic and International Studies
• Demand Drivers: Global lithium demand is forecast to grow by approximately 14% in 2026, fueled by electric vehicles and the rapidly expanding energy storage sector. Yahoo Finance
• Energy storage installations are projected to reach 301 GWh in 2026, while plug-in hybrid electric vehicle sales are expected to hit 22.77 million units, representing a 16.8% increase from 2025 levels. Discovery Alert
• Production of energy storage system battery cells at NextStar Energy will continue accelerating through 2026. Automotive World
• Energy storage is expected to be a key driver for lithium demand between now and 2030. investing.com
• SpaceX's Starship rockets could transport Tesla's Optimus robots to Mars, while Tesla's energy-storage systems might power SpaceX's orbital data centers. Ainvest

Last updated: 17 May 2026