Storage Boom

Storage Boom

Storage Boom: Record BESS & Hydrogen Spend; Costs Drop and New Safety Rules Propel Market Expansion

Energy Considered’s network of 5,000 Key Opinion Leaders (KOLs) recorded 521 mentions of energy storage in Q3 2025, marking the highest visibility yet for the theme. The uptick driven by Oil & Gas Majors, Institutional Investors, and Specialist Industry Media reflects how large-scale batteries and hydrogen are shifting from pilot technologies to mainstream infrastructure. As governments tighten safety codes and refine market design, storage is fast becoming the cornerstone of clean-energy reliability.

Momentum strengthened through the quarter as global storage build hit record pace. The IEA estimates $3.3 trillion in clean-energy investment this year, with battery storage ≈ $66 billion, while Australia alone booked $2.4 billion in large-battery commitments during 1st Quarter 2025. Bloomberg NEF reports a 4-hour turnkey system costs near $266 /kWh, underscoring a steady decline despite tariff pressures. Beyond lithium-ion, utilities are deploying vanadium-flow, liquid-air, and compressed-air systems for long-duration flexibility, while hydrogen projects such as ACES Delta and Calistoga illustrate multi-day backup potential.


The shift is not only technological but also financial. Dr Bassam Fattouh (Director of the Oxford Institute for Energy Studies), agreed that “as investment shifts from subsidy-driven to rule-driven markets, storage is proving its commercial maturity and setting new benchmarks for dispatchable clean power.” Record spending on battery energy storage systems (BESS) and hydrogen infrastructure is now redrawing global energy-market structures as developers and investors converge around duration and reliability value.

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Storage Boom: Record BESS & Hydrogen Spend; Costs Drop and New Safety Rules Propel Market Expansion - Quarter 3 2025

Case for tracking:

Momentum around energy storage surged in Q3 2025 as governments and utilities shifted from planning to large-scale deployment. The U.S., U.K., and Germany led record investment in battery energy storage systems (BESS) to meet rising power demand from renewables, EVs, and data centres.

Focus is shifting toward long-duration hydrogen and thermal storage, aiming for stability beyond short battery cycles. Innovation accelerated too. New systems like Enercon’s wind-plus-battery hybrid, Uniper’s hydrogen project, and ExxonMobil’s graphite innovation show faster progress and falling costs, while regulators tighten rules on safety, recycling, and integration. Energy storage has become the core enabler of renewable reliability and a magnet for clean-energy investment, a key issue to track as the sector scales at record pace.

Volume of Mentions from Energy Considered’s Key Opinion Leaders:

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To continue reading this briefing and explore deeper insights, register for access to our Energy Insights Portal. Inside, you’ll find:

  • Extended editorial briefings with in-depth analysis and empirical data drawn from 5,000 of the world’s most influential commentators on the energy industry on key issues shaping the energy sector.
  • Monthly and quarterly data identifying and tracking how energy industry leaders are engaging with critical topics.
  • In depth research explaining why energy industry leaders are engaging with these key issues and providing the context and framework for further exploration.
  • Quantitative primary research conducted with responses from energy industry leaders on our panel, providing unique answers to the issues affecting the global energy industry.
  • Power BI dashboards offering dynamic exploration of 5,000 energy key opinion leaders, social and digital narrative analysed against 14 strategic and tactical energy industry metrics.
  • Expert interpretation of what these issues really mean to the industry and what decisions can be taken on the back of unprecedented empirical evidence.
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