Highlights of the global energy transition in 2025 | Ember
Synthesis of Ember''s key findings from 2025, tracing how clean electricity expanded, where new growth centres emerged and how technologies like batteries and
Mainland China accounts for most of the global energy storage demand, driven in the near term by regional requirements for new utility-scale wind and solar projects to include energy storage capacity. However, the Chinese market is entering an era of change.
CATL and Hithium ranked as the top two in global energy storage cell shipments. Key market themes include (1) full capacity and full sales; (2) tiered differentiation; (3) emerging players; and (4) capacity buildup. *InfoLink strives for information comprehensiveness, but manufacturers' official data shall prevail in case of any discrepancies.
AC Side: Sungrow Tops the List, BYD Energy Storage Enters Top Three The top five global energy storage system integrators (AC side) in Q1 2025 were: Sungrow, Tesla, BYD Energy Storage, HyperStrong, and CRRC Zhuzhou Institute.
Globally, energy storage project development is increasingly driven by the utility-scale segment, with mandates and targeted auctions driving gigawatt-hour projects in markets like China, Saudi Arabia, South Africa, Australia and Chile.
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