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CALB projects data centers will drive one-third of 1 TWh energy storage market
Saturday, January 10, 2026 at 03:52 PM
CALB forecasts that the global battery energy storage system market will reach 1 TWh in 2024, with data centers potentially accounting for approximately one-third of that total demand.
Context
Chinese battery giant CALB has projected that the global Battery Energy Storage System (BESS) market is on track to reach a massive 1 TWh capacity. Most notably, the company estimates that one-third of this entire market—approximately 333 GWh—could be driven exclusively by the surging power demands of global data centers. This forecast highlights a rapid shift in the lithium-ion supply chain as the explosive growth of AI infrastructure begins to rival the electric vehicle sector for battery priority.
This shift is critical for investors because it diversifies revenue streams for manufacturers like CALB, reducing their historical reliance on the cyclical automotive market. As next-generation AI chips require unprecedented levels of steady, high-density power, data center operators are increasingly transitioning to large-scale lithium-ion storage to ensure uptime and manage grid volatility. With the 1 TWh milestone approaching, the integration of energy storage into the AI supply chain represents a fundamental pivot that will redefine lithium demand through 2026 and the end of the decade.
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