[New] Grid-scale energy storage requirements alone are projected to increase battery mineral consumption by 55% through 2030, while defence applications and advanced manufacturing create additional demand layers that compound traditional industrial consumption patterns.
Discovery Alert
[New] The International Energy Agency projects cobalt demand will increase threefold by 2040 under stated policy scenarios, driven primarily by battery electric vehicle production and renewable energy storage systems.
Discovery Alert
[New] Energy Storage Systems (ESS) are the fastest-growing segment, projected to account for 31% of total lithium demand in 2026.
Valley City Times-Record
[New] A significant portion of the projected demand growth in 2026 is attributed to Battery Energy Storage Systems and the burgeoning needs of AI-driven data centers.
The Chronicle-Journal
[New] The Advanced Clean Energy Storage Project in Utah plans to produce up to 100 metric tons of green hydrogen per day and store it underground.
Carbon Credits
[New] Energy storage demand is projected to experience 55% growth in 2026, following a 71% expansion in 2025, fundamentally altering lithium consumption patterns.
Discovery Alert
[New] By 2026, lithium will remain relevant for premium, long-range EVs - but mass fleets and storage will increasingly adopt sodium, permanently challenging lithium's dominance and redefining how the world thinks about energy storage.
techovedas
[New] With high-cost supply under strain and inventories gradually tightening, expectations are building that 2026 could mark the start of a rebalancing phase, supported by long-term demand tied to electrification, energy storage and the broader energy transition.
Investing News Network (INN)
[New] In China, the Eastern Data, Western Computing initiative is driving data centers toward renewable energy-rich western regions, where AI data centers paired with energy storage systems will become standard infrastructure for large-scale campuses.
Cision PR Newswire
[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
Renewable energy storage is expected to be the fastest-growing application, aligned with global clean energy and net-zero targets.
Yahoo Finance Singapore
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
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
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
Last updated: 25 January 2026
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