Long-Duration Storage: A Competitive Edge for US and Europe Against China
The surge in long-duration energy storage (LDES) systems presents a significant opportunity for the US and Europe to challenge China's dominance in the energy sector. With a projected near quadrupling of LDES installations this year, the West can leverage diverse technologies to gain a foothold in a market traditionally dominated by China.
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Long-duration energy storage (LDES) installations are set to increase significantly, driven by the need to optimize renewable energy generation. According to BloombergNEF, installations are expected to nearly quadruple following a record in 2025.
China currently holds about 72% of global LDES capacity, yet the US is emerging as the second-largest market, supported by growing data center demands. Unlike lithium batteries, LDES technologies require site-specific designs, making them less amenable to large-scale exports. This characteristic could protect national supply chains and encourage local policy incentives, highlighting a crucial shift in energy storage dynamics.
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