Ember2026全球储能目标进展与缺口研究报告雄心抬升但增速尚不足以达成目标

EMBER

Storagetargetambitionisrising,butnotfastenoughtoreachthegoal

2030batteryandenergystoragetargetshavenearlytripledsinceCOP29butremainfarbelowthe1,500GWpledge.

Publisheddate:15October2026

Authors:KatyeAltieri

About

ThisreportpresentsEmber'sanalysisofnational2030storagetargets

newlyaddedtoEmber's2030GlobalRenewableTargetTracker,covering98countriesandtheEUasabloc.Together,theserepresent97%oftheglobalrenewablecapacity,94%ofelectricitysectordemandand93%ofpowersectoremissionsasof2025.Nationalstoragetargetsaresourcedfromofficialstrategies,plans,executiveorders,officialprojectionsandcrediblethird-partystudies.Targetsareuptodateasof31August2026.

Summary

StoragetargetshavenearlytripledsincetheCOP29GlobalEnergyStorage

andGridsPledge,butstilltrailthepledge,anddonotreflecttherapidlyrisinginstallationsofbatteries.

TheCOP29GlobalEnergyStorageandGridsPledgecallsfor1,500GWofstorageby2030.Governmentshavenearlytripledthesumofnational2030storage

targetssinceCOP29.Buttheincreaseinglobalstoragetargetsisduealmost

entirelytooneupdateandanewtarget.Chinahasnewbatteryandpumpedhydrotargetsinitsl5thFive-YearPlan,andtheEUhasitsfirstbloc-widestoragetarget.Evenwiththisincrease,targetsstillfallshortofthe1,500GWglobal

storagepledgeandBloomberaNewEneravFinance(BNEF)marketforecastsfor2030.

Deploymentofstoragecapacityisoutpacingexistingpolicytargets.Storage

additionshitarecord118GWin2025,including108GWofbatterystorage.Ifthatpaceweresustainedthrough2030withnoacceleration,energystoragewouldreach1,020GW,morethanthesumofcurrentnationaltargets.Additionshavebeengrowingatalmost80%ayearsince2020,whichismuchfasterthanthe

modestgrowthneededtohitthefull1,500GWstoragepledge.Storageadditionsareatleastinpartbeingdrivenbythedramaticdeclinesinbatterycosts.

Countrieswithambitiousstoragetargetstendtohaveambitioussolartargetstoo.Butseveraloftheworld'sbiggestsolarmarketsstillhaveno2030storagetarget.Giventheimportantroleofstorageinsupportingrenewables

deployment,nationalstoragetargetscansignalinvestmentcertaintyandensuregridstability.

EMB三R2

EMB三R

01

StoragetargetshavealmosttripledsinceCOP29butstillfallshortoftheglobalenergystorageandgridspledge.Thecurrent

assessmentofglobalstoragetargetsfor2030is822GW,whichisa190%increaseoverthesumoftargetspriortoCOP29(284GW).Theglobalenergystorageandgridspledgecallsfor1,500GWof

storageby2030.

02

Storagedeploymentisalreadyoutpacingwhatgovernments

havecommittedto.Inthepastfiveyearsbatteryadditionsalonehaveincreasedseventeenfold.Globalstorageadditionsin2025were118GW,morethanwhatisneededtomeettargets.Storageadditionshavegrownbyaround72%ayearsince2020,andnowgrowthcouldslowtoaround20%ayearbetween2026and2030andtheworldwouldstillreachthe1,500GWpledge.

03

Solarandstoragetargetsarerisingtogether,butsomebigsolarmarketsstilllackstoragetargets.Countrieswithlargestorage

targetstendtoalsohavelargesolartargets.Butonly12ofthetop20solarcapacitycountriesfor2025have2030storagetargets.

AlmostalloftheincreaseinglobalstorageambitionsinceCOP29

comesdowntotwoeconomies:ChinaandtheEU.Mostothermajorsolarmarketsstillhaven'tseta2030storagetargetatall.Andthat'samissedopportunity,becausestoragetargetsgiveinvestorsthe

certaintytobuild.

DrKatyeAltieri

GlobalProgramConsultant,Ember

EMB三R4

Globalstoragetargetshave

increased,butfallshortoftheCOP29pledge

TheGlobalEnergyStorageandGridsPledge,signedby74countriesatCOP29,targetsasixfoldincreaseinglobalstoragecapacityto1,500GWby2030.Energystoragesmoothssupply,helpsgridsabsorbvariablewindandsolargenerationandprovidesservicestokeeparenewables-heavygridstable.Storage,alongwithgridinfrastructure,isacriticalenablerthatsupportsthegoaloftripling

renewablescapacityagreedtoatCOP28,ensuringcapacitytranslatesintogeneration.

In2023,EmberlaunchedtheGlobalRenewableTargetTrackertotracknationalambitiontowardsaglobaltriplingofrenewables.Thetrackerincludes98

countriesandtheEUasabloc,covering97%ofglobalrenewablecapacity.Thetrackerhasnowbeenexpandedtoincludestoragetargetsfor32countriesandtheEU.

Thesumof2030storagetargetsforallincludedcountriesandtheEUiscurrently822GW.Thisisa190%(2.9x)increasefromthesumofstoraaetaraetsthatwasassessedatCOP29in2024whentheglobalstoragepledgewasagreed.This

marksasubstantialaccelerationinambitionsincethestoragepledgewasagreed.

NationalstoragetargetshavealmosttripledsinceCOP29butstillfallshortofmarketforecastsandtheglobalstoragepledge

Cumulativeinstalledcapacity(GW),2010-2025and2030targets

Globalstoragepledge

1,500GW

9-BNEFforecast1,200GW

1000-

Nationalstoragetargets

pre-COP31822GW

Nationaltargets

pre-COP29284GW

20102015202020252030

Source:BNEFForecast,StoragetargetsfromEmber

TheBNEFforecastisforbatterystorageonly.Dashedlinesjointhelatestactualvaluetoeach2030endpointanddonotrepresentforecastpathways.Pre-COP29targetsareanchoredat2023-thedateofreview.

EMB三R

Thisstillleavesashortfallbetweencurrentnationaltargetsandthe1,500GWglobalstoragepledge.Thesumofnationalstoragetargetsalsofallsshortof2030forecastsforstoragebyBNEE,whichsuggeststhat1,200GWofbatteriesalonewillbedeployedby2030.Althoughstorageambitionhasincreased,

governmentsarenotsettingtargetsalignedwithmarketexpectations,ortheglobalstoragepledge,whichisalignedwiththe1.5Cpathway.

EMB三R5

EMB三R

Batteryadditionsaredrivingaboominglobalstoragecapacity

Inthepastfiveyears,batteryadditionsalonehaveincreasedseventeenfold,whichhasresultedinatriplingoftheworld'sstoragecapacityinjustfiveyears.Globalenergystorageadditionswerearecord118GWin2025,ofwhich108GWwerebatteries.Thisisa40%increaseover2024additions.Chinaaccountedforoverhalf(54%)andtheUSafurther16%.Cumulativeglobalinstalledenergy

storagecapacityis430GWasof2025.

A17-foldincreaseinbatteryadditionshastripledtheworld'sstorage

capacityinjustfiveyears

■PumpedhydroBattery

Annualadditions(Gw)Cumulativecapacity(Gw)

120

400

200

40

100

20

202020212022202320242025202020212022202320242025

Source:BatterydatafromIEA,PumpedhydrofromIRENAEMB三R

60

Toputthisrapidriseintocontext,globalbatterystorageadditionswentfrom~10GWto100GWinfourvears(9.5GWin2021to108GWin2025),whileittooksolar9years(17.9GWin2010to103GWin2019),andwind15years(10.8GWin2005to110GWin2020).

EMB三R

Theworldwentfromadding10GWofbatterystorageayearto100GWinjustfouryears-fasterthansolarandwind

Globalcapacityadditionspertechnology,byyearssincepassing10GW

Batteries,4years

(2021-2025)Solar,9years

(2010-2019)

100

Wind,15years

(2005-2020)

50

10

15

Yearssince10GWcapacityaddedinoneyear

Source:SolarandwindcapacityfromEmber,BatterystoragefromIEA·2021battery

capacity

additionsroundedfrom9.5to10GW

Dataonlyshownuntilthepointwhereeachsourceaddedover100GWofcapacitya

yearfor

thefirsttime

EMB三R

Giventhatglobalenergystoragecapacityis430GWasof2025,reachingthesumofnationalstoragetargetsof822GWwouldrequire78GWofstorage

additionseachyearfrom2026to2030.Thisiswellbelowtheannualstorage

deploymentofboth2024and2025.If2025storageadditionsof118GWwere

continuedthroughto2030,globalcumulativeenergystoragewouldreach1,020GW,24%abovethe822GWsumofnationaltargets.Thecurrentpaceof

deploymentiswellaheadofwhatgovernmentshavecommittedto,suchthatstoragetargetambitioncouldbeincreased.

Batteryadditionsneedtorampuptomeettheglobalstoragepledge,butatafractionofrecentgrowthrates

Inthe

IEANZEUpdatescenario,

batterystorageisexpectedtoaccountfor1,200GWby2030.Thisgrowthtrajectorywouldmeanbatteriesalonewouldsupply80%ofthefull1,500GWstoragepledge.

Thegapbetweenthecurrentstoragecapacityof430GWandthe1,500GW

globalpledgeis1,070GW.

BNEFforecasts

additionsof158GWofbatteryadditionsalonefor2026,a46%increaseoverthe108GWofbatteriesaddedin2025.

Thereafter,onlyamodestaccelerationinstorageadditionsfrom171GWto216GWisneededfrom2027to2030tomeetthe1,500GWglobalpledge.

However,storageadditions,thanksprimarilytobatteryadditions,havebeen

growingrapidly.

Batterystoragecosts

havefallenbyroughly20%peryearon

averageoverthepastdecade.Batterystorageannualadditionshavebeen

growingrapidly,withan

annualgrowthrateofalmost80%since2020

.Tomeetthe1,200GWofbatterystorageneededby2030,annualadditionsonlyneedtogrowataboutafifthofthatrate.Batteryadditionshaveroughlydoubledeveryyearsince2020,butgrowthhasslowedto1.4timesfrom2024to2025.BNEFis

forecasting158GWin2026,a1.5timesincreaseover2025.Giventheseadditions,reaching1,200GWofbatterystoragein2030onlyrequiresanother1.4times

increaseoverthenextfouryears.

8

EMB三R9

Globalbatteryadditionsonlyneedmodestgrowthafter2026tomeetthestoragepledge

Globalbatteryadditions(GW)

■HistoricadditionsBNEFforecast■Additionsneededtomeetpledge

...meaningtheyonly

needtoincreaseby1.4×overthenextfouryears

Projection→

150

recordyearforstorage

additions….

2026isforecasttobea

100

1.4×

50

18.×

2.1×

2×

2021202220232024202520262027202820292030

Source:IEA,BNEF,Emberresearch

Theseadditionsbringbatterystorageto1,200GWby2030,theIEANZEbatterycontributiontothe1,500GWstoragepledge.

EMB三R

EMB三R10

ChinaandtheEUnowaccountfor80%oftheworld'snational

storagetargets

Ofthe98countriesandtheFUintheFmber2030GlobalRenewableTaraet

Tracker,33havea2030storagecapacitytarget.SinceCOP29whenthepledgewasagreed,eightcountriesandtheEUhaveeitherincreasedthevalueoftheir2030storagetargetsordeclarednewtargets.ThebiggestchangeswereChinaincreasingitstargetby330GWinthe15thFive-YearPlan(from130GWto460

GW),andtheEUdeclaringanew200GWbloc-widetaraet.Currently,ChinaandtheEUanchorover80%oftheworld'snationalstoragetargets.

Belowwegiveabriefaccountofnationalstoragetargetsforthetopeight

countriesgroupedbythesizeoftheir2030target,focusingoncountrieswithmorethan20GWtargets.FiveoftheeighthaveincreasedtheirtargetsinceCOP29,withChinaandtheEUbeingthemostsignificantchanges,whilethreehavenotchanged.

EMB三R72

ChinaandtheEUaccountformostofthe2030globalstoragetargets

Storagecapacitytargetsfor2030(Gw)

Battery■Pumpedhydro

China

EU

IndiaAustralia

UnitedKingdom

Italy SpainVietNam

Netherlands

Greece

Portugal

MexicoChile

51

33

27

23

23

Belgium14 Israel|4 Türkiye|2SouthAfrica|2 Ireland|2 Romania|2SriLanka|2

Canada|2

Morocco|1Hungary|1

NewZealand|1

Ukraine1

Source:

Rwanda

Ember2030GlobalRenewableTargetTracker·Croatia,Malaysia,Cambodia,Cyprus,Latvia,andCostaRicaareexcludedas<0.5GW

EMB三R

China-updated

China'sl5thFive-YearPlanfortheDevelopmentofaNew-TypeEnergySystem

(2026)setsexplicit2030targetsof300GWofnew-typeenergystorage,whichismostlylithium-ionbatterystorageand160GWofpumpedhydro-460GW

combined,thelargestandmostdetailednationalstoragetargetofanymarketcoveredhere.Chinahasoutpacedrecenttargets,reachingits2025storageqoalof30GWtwoyearsearly.BatterystorageinChinaisakeypartofeffectivegrid

integration

andgainingmaximumvaluefromrapidlyexpandingrenewablecapacity.

EU-newtarget

TheEU'sfirst

TripartiteAgreementonEnergyStorage

(June2026)setsa

bloc-wide2030targetof200GW.Thestorageagreementaimsto

reducegas

demandandmakebetteruseofrenewablecapacity

.Asthefirst-eversuch

agreementforstorage,itbringstogetheradiversityofstakeholderstocreateinvestmentfortheenergytransitionandlong-termeconomicgrowth.

Australia-updated

AEMO's2026IntegratedSystemPlan

projects33GWofstorageby2030,upfrom18.6GW(2022)and29.7GW(2024)inearliereditions.Thisisatechnical

system-planningprojectionratherthanabindinggovernmenttarget.Batteryenergystorageisinparttobeusedas

dispatchablecapacity

insupportofAustralia’s

82%renewablesby2030target

.

India

India'sNationalElectricityPlan2022-32

projectsbatterystoragecapacityandpumpedstorageforFY2026-27andFY2031-32.Theseareusedtoderive2030

targetsof31.8GWofbatterystoragecapacityand19GWofpumpedstorage.

Thestoragetargetsaremodestcomparedtothe319GWsolartarget,reflectingbatteries'roleinshort-durationpeakingratherthanbulkgeneration.

UK-updated

The

UK'sCleanPower2030ActionPlan

(December2024)setsabatteryrangeof23–27GWby2030.Thesameplanseparatelyspecifiesa4–6GWrangefor

long-durationenergystorage(LDES,e.g.pumpedhydroandcompressedair).

Spain

Spain'sfinalised

NationalEnergyandClimatePlan

(NECP),approvedbyroyaldecree,September2024,setsa2030storagetargetof22.5GW,split

12

conceptuallyinto12.5GWofdaily/weekly-durationstorageand10GWofseasonalstorage,withoutafixedbattery/pumped-hydrosplit.

Italy

Italy'sfinalised

NECP

(July2024)targets15GWofbatterystorageplus7.5GWofpumpedhydroby2030.StorageistargetedtohelpintegraterenewablesandisprocuredcentrallyinItalythrough

TernaMACSEauctions

.Thefirstsuccessful

auctionin2025farexceededexpectations,withthenextevenlargerauctionscheduledfor

November2026

.

VietNam-updated

VietNam'srevisedPowerDevelopmentPlan8

(April2025)sharplyraisedits2030storageambitionupto16.3GWofbatteryand6.0GWofpumpedhydro,upfrom0.3GWand2.4GWrespectivelyinthe

2023plan

—oneofthelargestrelative

increasesofanymarketinthisreview.TherevisedPDP8tripledVietNam’ssolarambitionandrequiredutility-scalesolartoincludeatleast10%batterycapacity.

Thecountryprofileshighlightthatalthoughtheincreaseinstoragetargetsis

significant,itisreallydowntotwolargeeconomicregions.ChinaandtheEU

aloneaccountforalmostallofthenewtargetcapacitysinceCOP29.Threeof

theeightlargestmarkets,India,SpainandItaly,havenotincreasedtheirtargetssincethepledgewassigned.Spain,Italy,andtheotherEUmemberswillhavetomeettheEU-blocwidetarget.Theoveralltriplingofstoragetargetsistwo

markets,notalarge-scaleshiftinhowgovernmentsareplanningforstorage.

13

Storageandsolartargetsaremorepowerfultogether

Batteriesturnsolarfromcheapdaytimeelectricityintodispatchable,

round-the-clockpower.Becausesolargenerationpeaksatmiddaywhile

demandrunsallday,batteriesstorethemiddaysurplusandreleaseitduringeveningandovernightpeaks.Thisreducescurtailmentandgridstress.

TheIEAtriplingalignedscenariohas1,500GWofstorage,withbatteries

accountingfor90%ofthegrowthto1200GW,and6,101GWofsolarin2030.Thisisaratioof4:1solartostoragecapacityand5:1solartobatterycapacity.In2025,over6:lratioofsolartobatteryadditionswasachieved,forevery6MWofsolaraddedlMWofbatterieswereadded.RecentEmberresearchestimatesthat34%ofnewsolarcouldbeshiftedtotheeveningduetonewbatterycapacityaddedin2026.

Placeswithlargestoragetargetstendtoalsohavelargesolartargets.Morethanhalf,17outof33withstoragetargets,haveatleasta4:1ratiofor2030solarto

storagetargets.Thishighlightstheclosecouplingofsolarandstorage,andsuggeststhatcountriesplanningforalotofsolarcapacityarelookingtomaximizeitsefficiencyinthefuture.

EMB三R14

EMB三R15

2030solartargetleaderssetthelargeststoragetargets,andmorethanhalf

havea1.5Calignedratioofsolartostorage

Countrieswith1.5Calignedratioof4andaboveinbold

Country2030solarTarget(Gw)2030StorageTarget(Gw)Ratioof2030solartostorage

target

Malaysia

6.9

0.22

31.2

Latvia

1.6

0.06

26.7

CostaRica

0.7

0.03

24.3

Hungary

12

0.5

24.0

Ukraine

11.8

0.64

18.4

Türkiye

32.9

2.

15.7

Croatia

2.4

0.25

9.5

Cyprus

1.1

0.16

6.8

India

318.5

50.8

6.3

Cambodia

1

0.2

5.0

Israel

17

3.5

4.9

Spain

95.3

22.5

4.2

Belgium

11.6

2.75

4.2

SouthAfrica

8.3

2

4.1

Romania

8.2

2

4.1

Canada

6

1.5

4.0

Ireland

8

2

4.0

Portugal

20.8

5.9

3.5

Italy

79.2

22.5

3.5

VietNam

73.4

22.3

3.3

EU(bloc)

592

200

3

Netherlands

25.8

9

2.9

Morocco

3.5

1.31

2.7

Chile

14.3

5.32

2.7

Mexico

14.2

5.39

2.6

SriLanka

4.7

1.82

2.6

Greece

13.5

6.2

2.2

China

1,025

460

2.2

Australia

62.7

33

1.9

Indonesia

7.6

4.3

1.8

UnitedKingdom

47

27

1.7

NewZealand

1.1

0.7

1.6

Rwanda

0.01

0.03

0.4

Source:Ember2030GlobalRenewableTargetTracker·Tableorganizedfromhighesttolowestratioofsolartostorage2030targets

EMB三R

EMB三R16

However,itisalsotruethatmanycountrieswithalotofsolarcapacitytodaystilllackstoragetargets.Ofthetop20solarcapacitycountriesintheworldasof

2025,eightofthemdonotyethave2030storagetargets.

Eightofthetop20countriesforsolarcapacitydonothavea2030

storagetarget

Solarcapacityin2025(GW)

●Hasastoragetarget●Nostoragetarget

ChinaUnitedStates

India

Germany

Japan

Brazil

Spain

Italy

Australia

France

SouthKorea

Netherlands

Türkiye

Poland

UnitedKingdom

VietNam

Mexico

ChileSaudiArabia

SouthAfrica

050100

Chna=1,202GW-->

150200250300350400

Source:Emberyearlycapacitydata,Ember2030GlobalRenewableTargetTracker·Solarcapacityin

AC

SaudiArabiahasaGWhonlytarget.EMB三R

Thelackofstoragetargetshasnotstoppedthedeploymentofcheapstorageinthelargestsolarmarkets.TheUShasinstalledroughly52GWofutility-scale

batteries,Germanyhasabout30GWhofbatterystorageinstalled,andSaudiArabiajustconnectedtheworld'slargestsinglebatteryprojectat7.8GWh,ontheirwaytoa48GWhtargetby2030.Chileaddedenoughbatterystoragein

2026toshiftmorethanthree-quartersoftheirnewdailysolargenerationintonon-sunnyhours.Marketdriversandgridneedsaredrivingstorageinstallation,butastoragetargetwouldstillhelpsignaltoinvestorsandensuretheright

amountandtypeofstorageisinstalledwhereandwhen