Guosen Securities predicts that by 2030, global energy storage will see an additional 842GWh of installed capacity, with the growth rate of commercial and industrial energy storage outpacing large-scale storage.

Deep Tide TechFlow news. On July 3, according to Tide Research, a recent research report from Guosen Securities predicts that from 2026 to 2030, the world’s newly added energy storage installation capacity will increase from 508 GWh to 842 GWh, with a compound annual growth rate of 13%, corresponding output value rising from 533.9 billion yuan to 839.5 billion yuan.

China’s energy storage installation growth rate is expected to fall from 73% in 2025 to 8%, but the U.S. will be boosted by new grid-connection policies for AI data centers. The European Union has signed a three-party agreement on energy storage to lock in its 2030 targets. Combined with stepped-up policy support in emerging markets such as Australia, the Middle East, and Southeast Asia, the three major markets and emerging markets together will support the growth center.

In terms of structure, commercial and industrial energy storage is projected to achieve a compound annual growth rate of 22% from 2026 to 2030, clearly outperforming the 13% growth of front-of-meter energy storage, making it the fastest-growing sub-segment. Guosen Securities gives outperformance ratings to nine targets, including Sungrow Power, CATL, and EVE Energy, while also highlighting risks such as escalating international trade barriers, tariff frictions, and overseas demand falling short of expectations.