ESS Supply, Technology, and Policy Report (Q2 - 2025)

 

 

~ 21 GWh planned ESS cell capacity for 2028 cancelled so far in 2025

Terminated/Delayed planned ESS cell production capacity, U.S.

Download the free report sample of CEA’s Energy Storage System (ESS) Supply, Technology, and Policy Report (STPR) for Q2 2025 by completing the form on the right.

This Energy Storage System STPR covers global and regional supply chain analysis, technology trends, and regional policy analysis. Given the breadth of technological developments in energy storage systems, there will be a new technology focus each quarter.

This quarter, the focus is on new efforts for stackable BESS technology, the potential for non-lithium-ion technology as a tariff solution, and insights from a battery fire safety expert on myths vs. reality and best practices.

Report Contents:

• Executive summary

  • Policy trends

  • United States policy
    European Union policy

  • China policy

• Supply trends

  • Global lithium supply

  • United States LIB supply

  • Europe LIB supply

  • Emerging markets supply

• Technology trends

  • Stackable BESS

  • Non-lithium-ion as a tariff strategy

  • Fire safety myths and best practices