2026欧洲储能市场监测报告-欧洲储能协会LCPDelta

EMMES

EUROPEANMARKET

MONITORONENERGYSTORAGE

10

AboutLCPDelta

LCPDelta™isatradingnameofDeltaEnergy&EnvironmentLimitedandLaneClark&PeacockLLP.LCPDelta™combinestheexpertiseofLCPEnergyandDelta-EEtoprovideasinglepartneracrossthewholeenergyvaluechain.Weareateamofpassionatepeopleusingdata,primaryresearch,insights,analysisandmodelsembracingadvancedtechnologyandinnovationtoacceleratetheenergytransitionglobally.

AboutEnergyStorageEurope

EnergyStorageEurope,basedinBrussels,isaleadingmember-supportedorganisationrepresentingmorethan70entitiesacrosstheentireenergystoragevaluechain.Foundedin2011,itincludesutilities,technologyproviders,optimisers,researchinstitutes,andsystemoperators.TheAssociationpromotesenergystoragedeploymenttoenablearesilient,climate-neutralenergysystem.

Moreaboutthisreporthere:

Youcanfindmoreinformationaboutthisreportat

www.energystorageeurope.eu

orat/en/energy-transition

ExecutiveSummary

StoragelsScaIingRapidIyWhiIeEurope.sEnergyNeedsAreSettoGrowEvenFurther

In2025,storagesurpassed100GW,electrochemicalstoragecontinuedtosetdeploymentrecords,negativepricesbecamestructuralacrossEuropeanpowermarkets,andforecastsforutility-scalebatterieswererevisedupwardby25%comparedwithlastyear.YetnoEuropeancountryhasreacheditsstoragepotential.Thecombinationofincreasingrenewablepenetration,growingsystemflexibilityneeds,longer-durationprojectsandexpandinginvestmentframeworksmeansthatenergystorageismovingfromagrowthsectortoacorepillarofEurope'sfutureelectricitysystem.

Residential

TotalInstalledCapacityin2025

C&I

FoM

26.7GW40.4GWh3.5GW5.9GWh18.5GW34.4GWh

EuropeanenergystoragereachedalandmarkmilestoneinNovember2025,surpassing100GWofinstalledcapacityacrossEMMES-monitoredcountries.ByQ22026,itovertooknuclearcapacityinEurope(currentlyaround105GW),withstorageprojectedtoleadbyatleast10GWbyendofquarter.

Thisreflectstwosharplydivergingtrajectories:storagecapacitydoubledoverthepastdecadedrivenbyrapidbatteryuptake,whilenuclearhassteadilydeclinedasreactorsweredecommissionedacrossGermany,GreatBritain,andBelgium.

Comparisonofenergystorageandnuclearcapacity(MW)

Europeanmapofpowercapacity(GW)

Source:Enact-AssetPipeline

Technologies

Cumulativeinstalledcapacitybytechnology

PumpedHydroStorage

ElectrochemicalStorage

102.7GWInstalledCurrentlyAcrossDifferent

48.7

GW

30.2

GW

Large-scaleThermal

53.3GW

Other

0.4GW

0.3GW

18.5GW

BtM

FoM

Additional153GW/485GWhofelectrochemicalstorageaddedtoEuropeangridsby2030

2025

cumulativeinstalled

capacity

2030

cumulativeinstalled

capacity

202GW

49GW

Cumulativeinstalledpowercapacitybycountry

Behind-the-meterstorage:markettrends

ResidentialEuropeanmarketforecast

Newcapacityperyear

Geopoliticaltensionrenewedconsumers’concernsaroundenergysupply,strengtheningbatteriesvalueproposition

Thebattery-to-solarratioisrising(from1:4in2022to1:2in2025andtoward3:4by2030),narrowingthedeploymentgapbetweenthetwoassets

Increasingsmarttariffavailabilitystrengthenstheeconomiccaseforhomebatteries

Residentialstoragedemand:frompost-crisisslowdowntorenewedmarketmomentum

Followingaperiodofsubduedgrowthdrivenbyhighborrowingcostsandfadingenergycrisisurgency,renewedgeopoliticaltensionsandgasmarketvolatilityin2026arerestoringtheinvestmentcaseforresidentialPVandbatterystorage.

EvolutionofElectricityPricesforResidentialcustomers(€c/kWh)

sfor

sumersevies

at,

a

Electricitypricehouseholdconinc.taxesandlSources:EurostOFGEM,LCPDelt

Compositecostofborrowingindicatorforhouseholds(%perannum)

Source:EuropeanCentralBank

RetrofitopportunityinsolarPVhomes

Theinstalledbasesforbothtechnologiesarevastlydifferent.Europehad>17msolarhomesand4.5mbatteryhomesin2025.

Thereissignificantscopeforretrofitbatteryinstallations–thisisparticularlyevidentincountriesliketheNetherlands,UKandBelgium.So,insomecasesthebatterymarketwillgrowwhilethePVmarketdeclines.

Residentialbatteryinstalledbase

Numberofsystems

ResidentialsolarPVinstalledbase

Numberofsystems

ElectrochemicalStorageC&IForecast

Newcapacityperyear

IncreasingelectrificationofbusinesseswillsupportC&Istoragegrowth

Decliningtechnologycosts.spreadofflexibilityandstabilityserviceswillstrengthenthebusinesscase

NetworkchargesremainasignificantcostitemforC&Icustomers;lookingahead,cost-reflectivenetworktariffswouldstrengthenthebusinesscase

——Front-of-the-meterstorage:markettrends

ElectrochemicalStorageFoMForecast

Newcapacityperyear

LookingatcurrentstoragebuildoutversuselectricitydemandacrossEurope,nocountryhasreacheditsfullstoragepotential

Projectdurationincreases:coststillalimitingfactor,butcheapertechnologydrivesdurationgrowth

Bulkofnewstorageisstand-alone;butasgridavailabilitybecomesmorechallrnging,numberofco-locationprojectwillgrow

Co-locationversusStandalone

In2025,morethan3GWofproj