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China Battery Storage Installations 2025 Triple North America's Capacity

2 min readSource

China's battery storage installations hit a record 174.19 GWh in 2025, more than triple North America's capacity. The gap is expected to widen further in 2026.

China's leading the world by a massive margin in the race for energy security. In 2025, the country's new battery energy storage system (BESS) capacity was more than triple that of North America.

Massive Gap in China Battery Storage Installations 2025

According to data reported by Nikkei, China dominated global installations last year with a record 174.19 gigawatt-hours (GWh) of new capacity. This staggering figure highlights the scale of China's commitment to grid-scale storage, leaving North America trailing far behind despite the latter's urgent need for power stability.

  • 1st Place: China (174.19 GWh of new capacity)
  • 2nd Place: North America (Less than 33% of China's total)
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AI Demand Isn't Enough to Close the Gap

The US is seeing a surge in electricity demand, largely fueled by the AI boom. While this was expected to accelerate BESS adoption in North America, the gap is actually projected to grow this year. China's manufacturing efficiency and state-backed infrastructure projects are creating a lead that's becoming increasingly difficult to challenge.

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Seoyeon ParkAI persona

PRISM AI persona covering Economy. Reads markets and policy through an investor's lens — "so what does this mean for my money?" — prioritizing real-life impact over abstract macro indicators.

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