Batteries stationnaire pour reseaux électriques

[energy_isere]

Stockage par batteries : l’AIE confirme un bond de 40 % en 2025 à l’échelle mondiale

Agence Ecofin 21 avril 2026

Les batteries deviennent un élément clé du système électrique mondial, avec une capacité installée qui a plus que décuplé en seulement quatre ans, pour accompagner la transition énergétique et garantir la stabilité des réseaux de distribution.

Le stockage d’électricité par batteries confirme son rôle central dans l’évolution des systèmes énergétiques mondiaux, s’imposant comme l’un des segments les plus dynamiques du secteur. Selon le rapport « Global Energy Review 2026 » publié le 20 avril par l’Agence internationale de l’énergie (AIE), 108 GW de capacités ont été installés en 2025, soit une hausse de 40 % sur un an. La capacité mondiale est désormais onze fois plus élevée qu’en 2021.

Une importance croissante pour la transition énergétique

Le rapport souligne également que près de 80 % des nouvelles installations concernent des projets de grande envergure raccordés au réseau, illustrant l’essor des solutions centralisées pour accompagner l’intégration des sources d’énergie intermittentes, telles que le solaire.

Sur le plan technologique, les batteries lithium fer phosphate (LFP) dominent désormais largement le marché, représentant environ 90 % des déploiements. Moins coûteuses et mieux adaptées à des cycles répétés, elles s’imposent comme le standard industriel, selon l’AIE. Parallèlement, le rapport note que la durée de stockage évolue également. Si les systèmes de deux heures restent majoritaires, les installations de quatre heures ou plus se multiplient.

La Chine confirme, l’Afrique structure

Sur le plan régional, la Chine concentre près de 60 % des nouvelles capacités installées, devant les États-Unis et l’Europe, tandis que d’autres régions comme le Moyen-Orient accélèrent l’adoption des systèmes de stockage.

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https://www.agenceecofin.com/actualites ... e-mondiale

[energy_isere]

BloombergNEF confirms energy storage has reached the 100 GW era
A record year, and an incredibly strong outlook for the energy storage sector.

May 11, 2026 Tristan Rayner

The energy storage industry has reached the 100 GW era, with BloombergNEF’s Energy Storage Market Outlook for 1H 2026 confirming that 112 GW was installed in 2025.

Having tracked record installation numbers since 2014, the rise from 2024’s figure was a full 48% increase, for the 112 GW figure and 307 GWh of batteries added worldwide, according to the analysts at BloombergNEF. Global energy storage capacity, cumulatively, has reached 2.9 TW, a figure which excludes pumped hydro. In 2026, expectations are for another massive increase, with a jump of 41% from 2025 to 158 GW / 459 GWh in total.
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China continues to lead the way in installations, as it has for many years, accounting for 54% of new additions in 2025, followed by the US at 16%. Utility-scale projects accounted for 85% of 2025’s capacity additions, mostly used for energy shifting.
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https://www.pv-magazine.com/2026/05/11/ ... 00-gw-era/

[energy_isere]

Le chinois CATL annonce qu'il veut que le marché des batteries stationnaires représente 50 % de ses ventes en 2030 :

Chinese battery giant CATL has just announced that it aims to have energy storage represent half of its global sales by just 2030, marking a major shift in the company’s strategy with far-reaching implications for global markets. CATL is the largest maker of EV batteries in the world, representing half of China’s enormous battery market, and a whopping 38.1 percent stake of the global market.

The scale and reach of CATL’s operations mean that any decision they take will have massive implications for the rest of the world. CATL’s pivot away from EV battery manufacturing could lower global supplies and cause the price of EVs to rise worldwide, warns a recent report from CBT News.

The company’s decision to target 50 percent energy storage sales by the end of the decade is just the latest development in a yearslong shift away from EV batteries and toward energy storage. Five years ago, energy storage represented just 2 percent of CATL’s sales. Now it represents one-quarter of CATL’s sales, and 30.4 percent of the global energy storage market. In fact, CATL has already been the largest provider of batteries for energy storage in the world for five years running.

extrait de https://oilprice.com/Energy/Energy-Gene ... m-EVs.html

[energy_isere]

NatPower and Tesla Strike 25 GWh European Battery Storage Deal

By Charles Kennedy - Jun 23, 2026

NatPower has signed a multi-year agreement with Tesla covering the supply and deployment of more than 25 gigawatt-hours of battery energy storage systems across European markets, with initial projects planned in Italy and the United Kingdom.

Under the agreement, Tesla will provide its Megapack battery storage technology, engineering, procurement, and construction services, and energy trading optimization through its Autobidder platform. The projects will be owned and operated by NatPower.

The companies said the partnership extends beyond equipment supply by integrating project development, financing, construction, and energy trading into a single framework designed to accelerate large-scale battery deployment.

The first phase includes five projects in Italy and the UK and forms part of a broader development pipeline targeting more than 100 GWh of storage capacity. NatPower estimates the full program could represent $4 billion to $5 billion in construction value and generate more than $15 billion in revenue over a 20-year period.

The agreement highlights the growing importance of large-scale energy storage in Europe as power systems face rising electricity demand from electrification, renewable energy integration, and the rapid expansion of artificial intelligence infrastructure and data centers.

Battery storage has become a critical component of grid modernization, helping balance intermittent renewable generation while providing dispatchable power and grid stabilization services. Europe is expected to require substantial storage additions over the coming decade to support decarbonization goals and maintain grid reliability.

Tesla has emerged as one of the world's largest suppliers of utility-scale battery storage systems through its Megapack product, while NatPower has been expanding its position as a developer and operator of energy infrastructure projects across Europe.

According to the companies, the storage assets covered by the agreement will provide grid balancing services, optimize renewable energy output, and support electricity-intensive customers, including industrial facilities and data centers.

NatPower CEO Fabrizio Zago described the partnership as a shift from project development to large-scale execution, while Tesla Energy Vice President Mike Snyder said the agreement leverages Tesla's integrated hardware, software, construction and trading capabilities to accelerate battery deployments across Europe.

https://oilprice.com/Company-News/NatPo ... -Deal.html