<2026_2H> Global ESS 시장 전망(-2035)

The global power market has recently entered what is known as an “energy security race.” Electricity demand is rising rapidly worldwide as the adoption of artificial intelligence (AI), the expansion of data centers, the electrification of industries, and the increased use of renewable energy to achieve carbon neutrality are progressing simultaneously. In response, governments and major companies around the world are announcing a series of energy policies and investment plans aimed at securing reliable power supplies.

In particular, the rapid increase in data processing, led by generative AI, has made the growing power consumption of AI data centers a new driver of electricity demand. In addition to data centers, major industries such as semiconductors, batteries, steel, and chemicals are expanding and automating their production facilities, further increasing the importance of securing a stable power supply. In the future, power supply capacity is expected to become a key factor determining the industrial competitiveness of countries and companies, extending beyond the conventional scope of the energy industry.

As investment in renewable energy—particularly solar and wind power—expands, the role of energy storage systems (ESS) in utilizing electricity more efficiently and enhancing grid stability is rapidly growing.

The scope of ESS applications is also continuously expanding. While Grid-scale ESS has traditionally been the primary growth driver, supporting grid stabilization and renewable energy integration, the market has recently expanded to include commercial and industrial ESS for reducing electricity costs and managing peak loads, residential ESS paired with solar power, and power backup and power quality management solutions for data centers and other critical facilities.

In particular, the rapid growth of AI data centers is emerging as a new growth opportunity for the ESS industry. AI servers require higher power density than conventional data centers, and even momentary power interruptions can result in significant losses due to the nature of their services. Therefore, establishing a reliable power supply system is essential.

Reflecting these structural changes in the global ESS market, the <2026_2H> Global ESS Market Outlook (~2035) report partially reorganizes the existing market outlook framework and expands its scope of analysis.

First, the market outlook classification by application has been reorganized. To reflect the expansion of the AI industry and the growing power demand from data centers, “Data Center,” which was not separately classified in previous reports, has been newly added as an application. Accordingly, this report provides an outlook for the global ESS market by dividing it into Grid, Commercial, Residential, Data Center, and Others. The Others category includes ESS markets used for relatively diverse applications, such as telecommunications, marine applications, and UPS systems.

There have also been some changes to the regional classification. Japan, which was covered as a major region in previous reports, has a market structure strongly centered on residential ESS. Meanwhile, the importance of Australia and the Middle East has increased as large-scale ESS projects and demand for renewable energy integration have grown rapidly in these regions. Reflecting these market developments, this report adds Australia and the Middle East to its major areas of analysis and summarizes the ESS policies, power market environments, major players, and industry trends in each region.

We hope that the <2026_2H> Global ESS Market Outlook (~2035) report will serve as a valuable resource for understanding changes and future growth potential in the global ESS market and for establishing business strategies and investment directions for related companies.

Table of Contents

I. Global ESS Market and Technology Outlook

• 1. Global ESS Market Outlook
• 2. ESS Market Outlook by Technology

II. Global ESS Outlook by Application

• 1. Grid
• 2. Commercial
• 3. Residential
• 4. AI Data Center
• 5. Others (Telecom / Marine / UPS)

III. Global LIB/SIB ESS Market Outlook

• 1. Global LIB/SIB ESS Demand Outlook
• 2. Outlook by Application
• 3. Outlook by Region
• 4. M/S by Region

IV. LIB/SIB ESS Market Outlook by Application

• 1. Grid
• 2. Commercial
• 3. Residential
• 4. AI Data Center
• 5. Others (Telecom / Marine / UPS)

V. LIB-ESS Market Outlook by Region

• 1. North America
• 2. Europe
• 3. China
• 4. Asia
  • - Korea
• 5. Australia
• 6. Middle East
• 7. Other Regions

VI. Price Outlook (Based on Battery)

VII. LIB Supply Performance and Outlook by Manufacturer

• 1. Battery Supplier Shipment Performance by Company
• 2. Battery Supplier Shipment Performance and Outlook by Country
• 3. Battery Supplier Market Share Outlook by Country
• 4. Battery Supplier Shipment Performance and Outlook by Company
• 5. North American ESS Production Capacity Outlook
• 6. Outlook by Battery Form Factor
• 7. Outlook by Battery Chemistry

[Appendix] Global ESS Project List (2026 1~7)- Excluding China

[Appendix] Global ESS Deployment Policies

• - U.S.
• - Europe
• - China