欧洲电池市场展望：2026-2030

. Foreword Welcome to our European Battery Market Outlook 2026-2030 For years, battery storage was seen as the missing piece of Europe’s energy transition. Today, it isbecoming one of the defining technologies of its next phase. Across Europe, battery storage is helping integrate growing volumes of renewable energy,strengthen energy security and improve power system resilience. As the continent seeks to reduceits dependence on costly fossil fuel imports, accelerate electrification and meet its climate goals,storage can no longer be viewed as a supporting technology. It is becoming a strategic asset,instrumental to strengthening Europe’s resilience, competitiveness and energy sovereignty. This growing importance is reflected in the market’s performance. In 2025, Europe installed 36GWh of new battery energy storage systems, bringing total operational capacity beyond 100 GWhfor the first time. Utility-scale batteries became the largest market segment, accounting for morethan half of annual installations and marking the beginning of a new phase in Europe’s batterystorage journey. This momentum comes at an important moment for Europe’s power sector. Over recent years,SolarPower Europe has consistently called for a dedicated energy storage target to complement EUrenewable energy ambitions. We therefore welcome the European Commission’s decision, underAccelerateEU, to establish a 200 GW energy storage target by 2030 Battery storage is becoming a strategic assetfor Europe’s resilience, competitiveness andenergy sovereignty The target provides a much-needed silver lining on the horizon. Parts of Europe’s solar market haverecently experienced slower growth as power systems struggle to absorb increasing volumes ofvariable renewable generation. Rising curtailment, declining solar capture prices, grid congestionand insufficient flexibility all underline the growing need for storage as a core component of theenergy transition. Yet targets alone do not deliver flexibility. Under our Medium Scenario, annual battery installationsare expected to exceed 50 GWh in 2026 and nearly quadruple to 138 GWh by 2030 in Europe. Totalinstalled capacity is projected to grow more than sixfold, from just over 100 GWh today to around580 GWh (EU-27: 470 GWh) by the end of the decade. Even so, Europe remains below the trajectoryrequired to fully support a highly renewable and electrified energy system. A positive development highlighted in this outlook is the increasing geographic diversification ofEurope’s battery market. Germany, the UK and Italy remain the largest markets, but their dominanceis gradually declining as deployment accelerates elsewhere. Ukraine and Bulgaria entered the topfive, each adding almost 3 GWh of battery capacity. This demonstrates that the value of storage isincreasingly being recognised across very different European energy systems and market designs. Ukraine’s emergence on the European battery storage map is particularly significant. Followingextensive damage to its power infrastructure caused by Russian attacks, battery storage hasrapidly evolved from an investment opportunity into a critical energy security asset. The Ukrainianexperience demonstrates that batteries are not only enabling the clean energy transition; they arealso essential for safeguarding democratic societies. The report also highlights an important shift within the market itself. Utility-scale batteries continuetheir remarkable growth trajectory, supported by growing flexibility needs, improving policyframeworks and increasingly attractive business cases. At the same time, residential storage hasslowed in several mature markets following the exceptional growth triggered by the 2022 energycrisis. Greater attention will therefore be needed to ensure that households and businesses cancontinue to benefit from affordable, resilient and locally generated solar power. While these developments underline the growing maturity of Europe’s battery market, they alsoreveal the scale of the challenge ahead. Under our most likely scenario, the EU is set to fall short ofits new storage target despite the remarkable growth expected over the coming years. Closing thisflexibility gap will require a stronger policy response. That is why a dedicated EU Battery Storage Action Plan is urgently needed. As outlined inSolarPower Europe’s policy recommendations, three actions are particularly important: unlockingflexibility through appropriate network tariff structures; ensuring full market access for batterystorage; and guaranteeing long-term policy consistency and transparency for investors. For years, battery storage was seen as the missing piece of Europe's energy transition. Today,that piece is finally starting to fall into place. It is now up to policymakers, regulators and marketparticipants to ensure low-cost battery storage can deliver its full flexibility value for Europe'senergy security, competitiveness and climate ambitions. Enjoy reading our r