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.