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China's GF Securities forecasts that global energy storage installations will reach 438 GWh in 2026, representing a strong +62% YoY growth.

Date:2026-01-12

China's GF Securities forecasts that global energy storage installations will reach 438 GWh in 2026, representing a strong +62% YoY growth.
 
The acceleration is driven by a dual boost from AI compute power demand and global low-carbon energy transition, pushing energy storage to the forefront of next-gen infrastructure.
 
Key Takeaways:
AI x Power Systems — Data centers are emerging as new demand engines for grid-level storage and flexibility.
Energy Transition Momentum — Renewable penetration continues to rise, strengthening the need for storage across power, industrial and mobility sectors.
Market Signals — From policy tailwinds to new business models (utilities + corporate PPA + VPP), energy storage is becoming economically and strategically indispensable.
 
The industry consensus: We are entering a multi-year high-growth cycle for ESS.
 
Join ABES 2026 and Explore New Energ Storage Opportunities in ASEAN: 
Against this backdrop, ABES-ASEAN Battery & Energy Storage Expo
serves as a dedicated platform connecting the entire energy storage value chain, from batteries and energy storage systems to recycling, system integration, and end-user applications. The expo also offers valuable opportunities to engage directly with Vietnamese buyers and project developers who are facilitating in-depth discussions on project demand, market entry, and regional collaboration.
 
Date: March 25–27, 2026
Venue: IMPACT Exhibition and Convention Centre, Bangkok, Thailand