2차 이용 배터리 에너지 저장 시스템 시장 규모, 점유율 및 성장 예측(2026-2032년)

The Second-Life Battery Energy Storage Systems Market is estimated at USD 0.11 billion in 2026 and is projected to reach USD 1.10 billion by 2032, representing a CAGR of 46.8% during the forecast period.

An EV battery can leave automotive service for several reasons. These include range degradation, vehicle retirement, warranty replacement, accident damage outside the battery, fleet replacement cycles or changing duty requirements. A pack that is no longer attractive for propulsion can still retain substantial usable capacity. Stationary storage places lower demands on gravimetric energy density and peak acceleration power. This allows qualified packs to continue operating for years if their internal condition, thermal history and remaining life are adequately understood. Repurposing can occur at pack level or module level. Pack-level systems preserve much of the original enclosure, cooling hardware and internal battery management architecture, reducing labor and reassembly cost. B2U's EV Pack Storage approach is built around using intact EV packs inside purpose-built cabinets. Module-level systems disassemble packs and regroup qualified modules into stationary racks. This provides more design flexibility but increases testing, labor and traceability requirements. Both architectures require a supervisory battery-management layer that can operate heterogeneous batteries safely and account for differences in state of health. The economics depend on more than the acquisition price of retired batteries. Operators must inspect, test, transport, store and qualify each pack, replace unsuitable components, adapt communications, provide fire and electrical protection, integrate power conversion and establish warranties acceptable to asset owners and financiers. Falling prices for new lithium iron phosphate storage create continuous competitive pressure. Second-life systems need to convert lower battery acquisition cost into lower installed or lifecycle cost without sacrificing safety, availability or bankability.

Market Drivers

• The supply of retired EV batteries is becoming larger and more structured. As the first large cohorts of electric vehicles age, automakers and fleet operators are beginning to create predictable streams of batteries that are no longer required in vehicles. B2U's 2026 strategic supply agreement with Waymo is an example of a direct fleet-to-storage model. Batteries from retired autonomous vehicles can move into stationary systems. Similar arrangements with automotive manufacturers can reduce feedstock uncertainty and give repurposers access to battery history, diagnostics and engineering data that are difficult to obtain from fragmented aftermarket sources.
• Grid and commercial storage demand creates applications tolerant of lower energy density. Stationary systems can use heavier and larger batteries because land and weight constraints are less severe than in vehicles. Second-life batteries are therefore suited to grid energy shifting, capacity services, renewable integration, commercial peak shaving, EV-charging support and resilience. B2U is operating grid-connected systems in California and Texas. Moment Energy targets commercial, industrial, data-center and microgrid applications. The 53 MWh Element Energy project in Texas shows that second-life systems can operate at utility scale rather than only as demonstration assets.
• Testing and certification are reducing a major bankability barrier. Heterogeneous battery condition has historically made warranties, permitting and insurance difficult. Repurposers are now investing heavily in qualification systems, state-of-health analytics and safety certification. In May 2026, Moment Energy announced third-party recognition of its battery-management hardware for repurposed batteries against UL 1973-related requirements. Connected Energy began development of a dedicated advanced EV battery testing facility in the United Kingdom. Moment Energy and Pulsenics are developing faster industrial-scale battery qualification. Better testing reduces the risk of mixing weak or damaged batteries into commercial systems.
• Circular-economy regulation is improving traceability. Europe's Batteries Regulation creates a more formal information framework for reuse and repurposing. From February 2027, covered EV and industrial batteries will require digital battery passports containing state-of-health, use-history and status information accessible to relevant operators. A repurposed battery receives a new passport linked to the original. This does not remove technical testing requirements. It can improve provenance and lower information asymmetry for second-life operators, financiers and customers.

Market Restraints

• The largest constraint is variability. Retired packs differ by chemistry, cell supplier, vehicle platform, age, climate exposure, charging behavior, software version and failure history. State-of-health percentage alone does not capture internal resistance, cell imbalance, latent damage or future degradation. Logistics can also be expensive because used high-voltage batteries are heavy and regulated for transport. Repurposers must establish product liability, warranty and fire-safety frameworks for hardware originally designed for a different duty cycle. Falling new-BESS prices are another major pressure. If new lithium iron phosphate systems become inexpensive enough, the cost advantage of testing and integrating older batteries can narrow. Recycling can also compete for feedstock where material value is high.

Technology and Segment Insights

• Pack-level repurposing is commercially attractive when batteries can remain mechanically intact and their original safety systems can be retained. It reduces dismantling labor and avoids rebuilding modules into new packs. B2U's operating portfolio demonstrates this architecture at grid scale. The trade-off is that the stationary system must accommodate different pack voltages, communications protocols and physical formats. This requires sophisticated cabinet controls and software.
• Module-level repurposing offers greater flexibility. Developers can grade modules, remove weaker units and assemble standardized stationary racks from compatible components. This approach can achieve higher packing density or create products tailored to commercial and industrial applications. It increases labor, testing and reassembly cost. The highest-growth enabling layer across both architectures is battery intelligence. This includes diagnostics, state-of-health estimation, adaptive BMS and software that allows batteries of different histories to operate safely within one stationary system.
• Battery qualification measures state of health, resistance, imbalance and safety condition. It is required before reuse. It is moving toward faster automated diagnostics. Pack-level repurposing reuses intact EV packs in stationary cabinets. It is the lowest-disassembly pathway. It is strong in grid-scale projects. Module-level repurposing rebuilds qualified modules into stationary racks. It offers greater design flexibility. It is common in commercial and industrial and customized systems. Adaptive BMS controls batteries with different aging histories. It is a critical safety and warranty layer. It is a fast-growing software and controls segment. Container and power conversion system integration converts repurposed batteries into grid-ready BESS. It is a major project-value layer. It is increasing standardization. Operations and maintenance and monitoring tracks degradation, availability and remaining life. It is important for financing and guarantees. It is growing with operational fleet size.
• The market is segmented by repurposing architecture, system component, application, system scale, battery source and geography. Repurposing architectures include intact EV pack reuse, module-level repurposing, cell-level reconfiguration, and mixed-pack adaptive systems. System components include retired EV battery packs and modules, battery qualification and diagnostics, battery management systems, racks, cabinets and containers, power conversion systems, energy management software, and thermal management and safety systems. Applications include grid energy shifting, capacity and ancillary services, commercial and industrial peak shaving, data centers and critical infrastructure, EV charging support, microgrids and backup power, and renewable energy integration. System scales include below 500 kWh, 500 kWh to 5 MWh, 5-50 MWh, and above 50 MWh. Battery sources include passenger EV batteries, electric bus batteries, commercial vehicle batteries, fleet and autonomous vehicle batteries, and prototype and engineering batteries.
• Second-life BESS is commercially proven at tens-of-megawatt-hour scale but remains small relative to new-battery storage. Pack-level reuse can avoid costly cell disassembly where battery health, safety and communications can be validated. State-of-health testing and battery-specific controls are becoming core enabling technologies rather than ancillary services. Grid-scale, commercial and data-center applications are expanding as retired EV battery supply becomes more predictable. North America leads current operating scale, while Europe has the strongest policy and project-development pipeline.

Competitive and Strategic Outlook

• B2U Storage Solutions is the strongest current utility-scale specialist by disclosed operating capacity. Its pack-level EV Pack Storage platform avoids cell-level remanufacturing. The company combines battery sourcing, repurposing, project development, financing and market operations. Element Energy differentiates through adaptive battery-management technology that can control heterogeneous battery modules. LG Energy Solution Vertech provides turnkey integration for selected deployments.
• Moment Energy focuses on commercial, industrial and infrastructure storage. It is scaling battery qualification, repurposing and certification in North America. Connected Energy remains an active European second-life BESS specialist and is moving from distributed systems toward multi-MWh grid development. Mercedes-Benz Energy directly develops stationary storage solutions using repurposed vehicle batteries. 4R Energy develops, manufactures and sells lithium-ion battery systems based on second-use automotive batteries. Automotive OEMs, battery suppliers and system integrators such as Renault and Mobilize, JLR, Volvo Energy, LG Energy Solution Vertech, Wykes Engineering, Allye Energy and Pramac are treated as project, feedstock or integration ecosystem participants unless they directly supply a dedicated second-life BESS product.
• North America is the leading current market because it combines the largest clearly disclosed specialist operating portfolio, utility-scale project references, new repurposing capacity and access to a rapidly expanding electric-vehicle fleet. B2U Storage Solutions reported approximately 100 MWh of operational energy storage by September 2026 across California and Texas. It has more than 5,000 repurposed EV batteries under management. Its systems have operated in wholesale power markets since 2020, providing an important bankability reference.
• Texas is emerging as a central deployment market. B2U's Bexar Corrilla project entered operation in 2025. Bexar Martinez followed in September 2026 at 28 MWh, taking the company's Texas portfolio above 50 MWh. B2U expects additional ERCOT capacity over the following six months. Element Energy also operates a 53 MWh second-life project in Texas. This demonstrates that utility-scale deployment is no longer limited to one technology provider.
• The supply and manufacturing side is also strengthening. Moment Energy raised USD 40 million in Series B financing in May 2026 and opened a new EV battery repurposing facility in Vancouver in June. Its 2026 battery-management certification work addresses one of the principal safety and permitting barriers for repurposed systems. B2U's supply partnership with Waymo illustrates how fleet operators can become direct feedstock partners. This creates a more predictable route from first-life vehicle use to grid storage.
• Europe remains strategically important because automakers and second-life developers have a longer history of pilot and commercial projects. Regulation is creating more structured battery traceability. Mercedes-Benz Energy, Renault Group, Connected Energy and Nissan-backed projects provide operating references. Connected Energy is developing a larger French pipeline. The EU battery passport becomes mandatory for relevant battery categories from February 2027. Asia Pacific has a large future feedstock opportunity through Japan, China and South Korea. It currently has fewer transparent grid-scale second-life BESS deployments than North America.
• Recent developments confirm accelerating market activity. In September 2026, B2U's 28 MWh Bexar Martinez project entered commercial operation in Texas, taking the company's operating second-life portfolio to about 100 MWh. In September 2026, Moment Energy announced third-party verification of U.S. sourcing compliance for its BESS platform as domestic-content and foreign-entity rules tighten. In June 2026, Moment Energy opened its new EV battery repurposing facility in Vancouver, expanding North American manufacturing capacity. In the second quarter of 2026, B2U announced a strategic battery-supply agreement with Waymo to repurpose batteries retired from its autonomous-vehicle fleet. In May 2026, Connected Energy secured building permits for 12 MW and 9 MW second-life BESS projects in France. In May 2026, Moment Energy announced recognized safety certification for battery-management hardware designed specifically for repurposed EV batteries. In May 2026, Moment Energy closed a USD 40 million Series B financing round to scale second-life storage deployment. In January 2026, Connected Energy began development of an advanced EV battery testing facility in Norfolk, which is also planned to host its first wholly owned and operated second-life BESS site.

Conclusion

• The second-life battery energy storage systems market is at an early commercial stage with very high growth potential. Growth is driven by growing retired EV battery supply, grid and commercial storage demand, automated testing and safety certification and circular-economy regulation and battery traceability. Pack-level repurposing is commercially attractive for grid-scale projects. Module-level repurposing offers greater design flexibility for commercial and industrial applications. Adaptive BMS is a critical enabling layer. North America leads current operating scale. Europe has the strongest policy and project-development pipeline. Battery heterogeneity, logistics and product liability and falling new-BESS prices remain the key restraints. The market is projected to grow from USD 0.11 billion in 2026 to USD 1.10 billion by 2032 at a CAGR of 46.8%.

Key Benefits of this Report

• Insightful Analysis: Detailed market insights across regions, customer segments, policies, socio-economic factors, consumer preferences, and industry verticals.
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• Market Drivers and Future Trends: Assess major growth forces and emerging developments shaping the market.
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Report Coverage

• Historical data from 2021 to 2024, Base year 2025, and Forecast years from 2026 to 2032
• Growth opportunities, challenges, supply chain outlook, regulatory framework, and trend analysis
• Competitive positioning, strategies, and market share evaluation, and trade analysis
• Revenue growth and forecast assessment across segments and regions
• Company profiling including strategies, products, financials, and key developments

TABLE OF CONTENTS

1. Executive Summary

• 1.1. Market Opportunity and Key Findings
• 1.2. Second-Life Stationary Storage Outlook
• 1.3. EV Battery Feedstock and Commercial Scale-Up

2. Market Overview

• 2.1. Battery Retirement from Automotive Service
• 2.2. State-of-Health Assessment and Qualification
• 2.3. Pack-Level versus Module-Level Repurposing
• 2.4. Battery Management and Adaptive Controls
• 2.5. Stationary System Integration
• 2.6. End-of-Second-Life Recycling Pathway

3. Market Size and Forecast, 2026-2032

• 3.1. Global Market Revenue
• 3.2. Annual Growth Analysis
• 3.3. Repurposed Battery, Integration and Service Revenue

4. Market by Repurposing Architecture

• 4.1. Intact EV Pack Reuse
• 4.2. Module-Level Repurposing
• 4.3. Cell-Level Reconfiguration
• 4.4. Mixed-Pack Adaptive Systems

5. Market by System Component

• 5.1. Retired EV Battery Packs and Modules
• 5.2. Battery Qualification and Diagnostics
• 5.3. Battery Management Systems
• 5.4. Racks, Cabinets and Containers
• 5.5. Power Conversion Systems
• 5.6. Energy Management Software
• 5.7. Thermal Management and Safety Systems

6. Market by Application

• 6.1. Grid Energy Shifting
• 6.2. Capacity and Ancillary Services
• 6.3. Commercial and Industrial Peak Shaving
• 6.4. Data Centers and Critical Infrastructure
• 6.5. EV Charging Support
• 6.6. Microgrids and Backup Power
• 6.7. Renewable Energy Integration

7. Market by System Scale

• 7.1. Below 500 kWh
• 7.2. 500 kWh-5 MWh
• 7.3. 5-50 MWh
• 7.4. Above 50 MWh

8. Market by Battery Source

• 8.1. Passenger EV Batteries
• 8.2. Electric Bus Batteries
• 8.3. Commercial Vehicle Batteries
• 8.4. Fleet and Autonomous Vehicle Batteries
• 8.5. Prototype and Engineering Batteries

9. Regional Market

• 9.1. North America
  • 9.1.1. United States
  • 9.1.2. Canada
• 9.2. Europe
  • 9.2.1. United Kingdom
  • 9.2.2. France
  • 9.2.3. Germany
  • 9.2.4. Rest of Europe
• 9.3. Asia Pacific
  • 9.3.1. Japan
  • 9.3.2. China
  • 9.3.3. South Korea
  • 9.3.4. Rest of Asia Pacific
• 9.4. Rest of World

10. Market Dynamics

• 10.1. Drivers
  • 10.1.1. Growing Retired EV Battery Supply
  • 10.1.2. Grid and Commercial Storage Demand
  • 10.1.3. Automated Testing and Safety Certification
  • 10.1.4. Circular-Economy Regulation and Battery Traceability
• 10.2. Restraints
  • 10.2.1. Battery Heterogeneity and State-of-Health Uncertainty
  • 10.2.2. Logistics, Handling and Product Liability
  • 10.2.3. Falling New-BESS Prices
  • 10.2.4. Competition with Direct Recycling

11. Competitive Landscape

• 11.1. Pack-Level Repurposing Specialists
• 11.2. Adaptive BMS and Module Repurposing Providers
• 11.3. Automotive OEM Second-Life Programs
• 11.4. System Integrators and Project Developers
• 11.5. Battery Diagnostics, Financing and O&M

12. Company Profiles

13. Recent Developments

14. Appendix