Global ESS Battery Shipments Surge 73%, With Korean Makers Gaining North American Share
Global lithium-ion battery shipments for energy storage systems (ESS) surged 73% year-on-year in the first nine months of this year, marking rapid market growth. Rising electricity demand driven by the expansion of artificial intelligence (AI) data centers has emerged as a key growth driver.Global E
Global lithium-ion battery shipments for energy storage systems (ESS) surged 73% year-on-year in the first nine months of this year, reaching 779.9 gigawatt-hours (GWh). This rapid market growth is driven by rising electricity demand, particularly from the expansion of artificial intelligence (AI) data centers. South Korean battery makers, LG Energy Solution and Samsung SDI, made notable gains in North America, with their combined market share rising to 20.9%, up from 13.4% a year earlier.
LG Energy Solution led these gains, shipping 22.1 GWh globally in the first nine months, up 355% year-on-year, and increasing its North American shipments by 431% to 18.4 GWh. This shift in demand towards Korean companies with local production capabilities is driven by tighter U.S. tariffs and supply chain restrictions on Chinese-made batteries.
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