Global ESS Battery Shipments Rise 73% to 779.9 GWh

Global lithium-ion battery shipments for energy storage systems (ESS) reached 779.9 GWh from January through September, up 73% from 451.5 GWh in the same period last year, according to SNE Research. Third-quarter shipments totaled 286.8 GWh, rising 58% year over year and 7% quarter over quarter to a quarterly record. Rising electricity demand linked to expanding artificial intelligence data centers was identified as a key growth driver.

South Korean battery producers gained share in North America. The combined regional market share of LG Energy Solution and Samsung SDI increased from 13.4% to 20.9%. The report linked the shift to local production capabilities as U.S. tariffs and supply chain restrictions on Chinese-made batteries tightened.

LG Energy Solution shipped 22.1 GWh globally during the first nine months, up 355% year over year. North American shipments increased 431% to 18.4 GWh, raising its regional share from 4.8% to 15.0%. In the third quarter, the company shipped 8.1 GWh in North America, exceeding Hithium’s 7.1 GWh and ranking second behind CATL. North America represented 83% of LG Energy Solution’s global shipments.

Samsung SDI shipped 12.0 GWh globally, up 46%, while its North American shipments rose 17% to 7.1 GWh. Its regional share declined from 8.6% to 5.8% as the overall market grew faster. Shipments for AI data centers increased 68% to 2.8 GWh.

China remained the largest national market at 313.1 GWh, although its global share fell from 48.9% to 40.1%. North American and European shipments rose 71% and 87%, respectively, to 122.3 GWh and 131.2 GWh.

CATL led manufacturers globally with 198.3 GWh and a 25.4% share, followed by Hithium at 75.7 GWh and EVE at 71.6 GWh. By application, grid-scale ESS represented 575.9 GWh, or 73.8% of total shipments. Residential ESS shipments rose 152% to 97.5 GWh, while commercial ESS shipments increased 57% to 62.2 GWh.

Source: businesskorea.co.kr