Overseas markets are the primary profit source for China’s energy storage firms, with Europe’s commercial & industrial (C&I) energy storage and data center storage as the largest, most certain growth drivers. The global market is diversified, expanding across Europe, Southeast Asia, Australia, and the Middle East.
The U.S. faces short-term trade barrier impacts but benefits from “safe harbor” projects pre-2025, with data centers boosting demand. Europe’s mature C&I market sees strong needs, while China’s policy shifts (capacity tariffs) promise robust domestic demand.
Data center storage is a high-potential segment: U.S. data centers may account for 9% of electricity use by 2030. Storage solves grid strain, accelerates connections, enables green energy, and cuts costs (electricity makes up over 50% of data center expenses). The U.S. data center storage market could hit 120-250 GWh by 2030, offering massive growth.
The U.S. faces short-term trade barrier impacts but benefits from “safe harbor” projects pre-2025, with data centers boosting demand. Europe’s mature C&I market sees strong needs, while China’s policy shifts (capacity tariffs) promise robust domestic demand.
Data center storage is a high-potential segment: U.S. data centers may account for 9% of electricity use by 2030. Storage solves grid strain, accelerates connections, enables green energy, and cuts costs (electricity makes up over 50% of data center expenses). The U.S. data center storage market could hit 120-250 GWh by 2030, offering massive growth.