Global energy storage battery deployments reached 108 GW in 2025, up about 40% year-on-year, according to the International Energy Agency. China led with more than 63 GW of new capacity,

followed by the US at 19 GW, Australia at nearly 8 GW, Europe at about 6.2 GW,

and Saudi Arabia at over 3 GW. Utility-scale storage accounted for roughly 80% of total installations, while behind-the-meter storage experienced accelerated growth.

Last year's global storage deployments of 108 GW — up 40% year-on-year — were dominated by China, the US and Europe, but emerging markets such as Australia and Saudi Arabia saw explosive growth. Lithium battery costs have fallen by nearly 90% over the past decade, pushing storage from demonstration to commercial scale, with CATL, Tesla and other leading companies dominating cell supply. For New Zealand SMEs, two opportunities stand out.

First, residential solar-plus-storage installation and services. Australia's ninefold surge in residential additions to 3.4 GW last year validates the business model for high electricity price regions. With New Zealand's wholesale electricity prices fluctuating frequently, the payback period for rooftop solar paired with storage could be compressed to 6–8 years.

Second, participating in grid ancillary services. New Zealand generates about 82% of its electricity from renewables; large-scale storage can help alleviate hydro shortages in dry years. However, bottlenecks such as slow grid connection approvals and monopoly must be addressed.

Upstream hardware is heavily reliant on the Chinese supply chain. If trade frictions intensify, delivery lead times and costs will come under pressure. Securing long-term contracts early or exploring alternatives such as Samsung SDI could provide a buffer.

Australia's subsidy policy directly triggered a ninefold surge in installations. If New Zealand introduces a similar mechanism, local integrators will face a window of opportunity.

Keywords: energy storage batteries, global, new installed capacity, 2025, International Energy Agency, China, US, Australia, Saudi Arabia, utility-scale storage

国际能源署数据显示，2025年全球储能电池新增装机容量达108吉瓦，同比增长约40%，中国新增超63吉瓦，美国新增19吉瓦，欧洲新增约6.2吉瓦。澳大利亚新增近8吉瓦，沙特阿拉伯新增超3吉瓦。公用储能占全球部署量的约80%，用户自建储能加速增长。

全球储能去年新增108吉瓦，增速达40%，中、美、欧仍占主导，但澳大利亚、沙特等新兴市场呈爆发式增长。锂电池成本十年降近90%，驱动储能从示范走向规模化，宁德时代、特斯拉等头部企业垄断电芯供应。新西兰中小企业可关注两条路径：一是户用光储系统安装与服务，澳洲去年户用新增3.4吉瓦的9倍暴涨，验证高电价地区商业模式成熟，新西兰批发电价波动频繁，屋顶光伏配储的投资回收期有望压缩至6-8年；二是参与电网侧辅助服务，新西兰约82%电力来自可再生能源，大规模储能可缓解旱年水电缺口，但需警惕并网审批慢、电网垄断等门槛。

上游硬件高度依赖中国供应链，若贸易摩擦加剧，交货周期和成本将承压，提前锁定长协或寻求韩国SDI等替代或为缓冲之策。澳洲补贴政策直接引爆9倍装机，新西兰若出台类似机制，本地集成商将迎来窗口期。

关键词: 储能电池, 全球, 新增装机容量, 2025年, 国际能源署, 中国, 美国, 澳大利亚, 沙特阿拉伯, 公用储能

AI illustration on MiDeer Observer

Source: National Energy Administration Portal Website