Applications: Stationary Energy Storage

Overview of Global Policy Support for BESS Regional Summary China: China is targeting 180 GW of energy storage by 2027 via a shift to market-based pricing, while simultaneously maintaining a "dual-use" licensing framework for advanced batteries and equipment that is currently under a partial one-year diplomatic suspension until November 2026. US: In 2025, U.S. policy transitioned to the One Big Beautiful Bill Act (OBBBA), which prioritized domestic manufacturing by strengthening Foreign Entity of Concern (FEOC) restrictions and tax credit requirements. While utility-scale storage retained its 30% Investment Tax Credit, high cumulative tariffs on Chinese imports (exceeding 100% in some cases) have increased project costs by 15–25%, prompting a strategic shift toward a domestic supply chain. EMEA: In 2025, the EU finalized the Electricity Market Design (EMD) reform and Net-Zero Industry Act (NZIA), officially classifying storage as a strategic asset class and mandating the removal of "double charging" fees across member states. The framework sets a benchmark to produce 40% of the EU's battery needs domestically by 2030, supported by fast-track permitting (capped at 12–18 months) for "Net-Zero Strategic Projects. Africa: Africa has also formalized its storage transition through the African Union’s Energy Transition Strategy and Action Plan (ETSAP). In South Africa the Renewable Energy Masterplan aims to localize battery manufacturing. A cornerstone of this shift is South Africa’s Battery Energy Storage IPP Procurement Program (BESIPPPP), which has successfully concluded three bid windows to date, securing a total of 1.7 GW of grid-scale capacity.

Extracted from the PDF; charts and images may read imperfectly.