2026能源存储政策与市场路线图报告

2026 ENERGYSTORAGE POLICY &MARKET ROADMAP KEY TRENDS SHAPING US & GLOBALENERGY STORAGE MARKETS INSIDE THIS REPORT 2026 ENERGY STORAGE POLICY & MARKET ROADMAP In this eight-chapter report, our lawyers analyze the key trade, financing, regulatory,investment, and policy developments shaping the energy storage market in 2026 and Table ofContents Utility-Scale Energy Storage Procurements in 2026: Contracting and Risk Allocation......4 Federal Regulatory Outlook for Electric Storage, QFs, and Inverter-Based Resources ..19State Energy Storage Policy Trends for 2026 ............................................................23Project Financing Trends for Global Energy Storage Projects in 2026 and Beyond .......30How ‘FEOC’ Rules Are Reshaping Energy Storage Tax Credit Eligibility........................35Tariffs and Trade Risk in Energy Storage Projects: 2026 Outlook ...............................38EU and UK Energy Storage Regulation in 2026 and Beyond .......................................45The Next Phase of Battery Storage Investment in 2026 and Beyond ..........................51 2026 ENERGY STORAGE POLICY & MARKET ROADMAP EXECUTIVE SUMMARY The global energy storage market continues to mature in 2026, transitioning from a phase of rapidbuildout to one increasingly characterized by large-scale infrastructure investment and integration intogrid planning. Development activity remains strong: approximately 92 GW and 247 GWh of storage wereinstalled in 2025, approximately 23% more than in 2024, with over 123 GW and 360 GWh expected in2026. Of this, approximately 58 GWh of energy storage were installed in the United States in 2025, a Despite changes in US trade and tax policy, battery storage is being deployed steadily alongside wind,solar, and other renewable generation assets. At the same time, energy storage is playing an expandingrole in grid reliability planning and large-load development, including the quickly growing power demandassociated with data centers and artificial intelligence computing infrastructure, which demand Concurrently, the sector faces a more complex risk environment. Trade policy developments, supply chainscrutiny, and evolving domestic content requirements are reshaping procurement strategies for batteryenergy storage system projects. Lenders and investors are tightening underwriting standards as themarket matures, while regulators are expanding oversight of storage participation in wholesale markets Against this backdrop, a new project’s success is becoming increasingly contingent on early procurementplanning, disciplined contractual risk allocation, careful financing structuring, and proactive regulatorycompliance. Developers, sponsors, and capital providers must navigate ever-changing tariff exposure, CHAPTER 1 UTILITY-SCALE ENERGY STORAGE PROCUREMENTS IN 2026: By Neeraj Arora and Mark A. Lazaroff A 2026 market outlook and practical guide to procurement structures—PPAs, EPCs, and BTAs—plus battery supply agreements, financeability terms, and change-in-law risks affecting delivery, Key Takeaways Utility-scale storage demand is being driven by renewables integration, grid reliabilityneeds, and growing data center load.PPAs, EPCs, and BTAs remain the core procurement models, with financeability andperformance terms driving negotiations.Battery supply deals (purchase agreements, MSAs, CRAs, and LTSAs) are central to 2026 Market Outlook The utility-scale energy storage market in the United States continues to expand rapidly and is becomingan increasingly important component of grid reliability and resource planning. Over the past several The US storage sector experienced significant growth in 2024 and 2025. Approximately 12 gigawatts(GW) of utility-scale storage capacity was deployed in 2024, representing one of thelargest annualincreases on record. Growthcontinued in 2025, with approximately 19 GW forecasted to be installed.Industry forecastsproject that installations may falter slightly in 2026, but development will pick up again Installed costs for lithium-ion battery systems declined significantly between 2018 and 2024 due toeconomies of scale, manufacturing expansion, and declining raw material prices. Pricesare expected to continue dropping further in 2026. However, cost reductions may moderate, or rise, as batteries areincreasingly sourced domestically due to ongoing trade restrictions with China. One of the most significant drivers of storage deployment is the continued expansion of renewablegeneration. As solar penetration increases, grid operators are increasingly relying on battery storage toshift renewable generation into evening peak periods and provide ancillary services such as frequency Another emerging driver of storage deployment is the rapid growth of electricity demand from artificialintelligence and hyperscale data centers. Technology companies and data center operators are seeking In response, developers are increasingly pairing renewable