The US market is expected to be the largest source of revenue and driver of activity for Fluence in 2026, and a second battery cell deal with a domestic supplier is imminent.

The battery storage industry’s race for higher energy density should be put into a site-level perspective, rather than focusing solely on larger cells.

Nearly 70% of the 4.5GW/12.7GWh of grid-scale BESS that came online across the globe last month was in China.

A total of 49.4GW/136.5GWh of grid-scale BESS came online in the first nine months of the year, up 36% compared to the same period in 2024.

China continued to drive global grid-scale BESS commissioning activity in July, as the technology approaches the global installed gigawatt (GW) capacity of pumped hydro.

June 2025 saw a total of 7.96GW/22.17GWh of grid-scale BESS enter commercial operations across 109 projects, with over half of that being in China, while the overall first half of the year saw substantial growth.

The question of where the cells in a BESS are from ties in to safety, performance, design and, increasingly, potential tariffs.

China continues to dominate BESS deployments globally with 4.3GW/11.2GWh of deployments in May, including a 1GWh flow battery system.

Chile, China and Australia drove global BESS deployments in April, a month which saw nearly 9GWh of grid-scale capacity enter commercial operations.

February 2025 saw around 4.5GW/10.5GWh of grid-scale BESS deployments globally, with China continuing to account for the majority but Europe increasing its share from January.