Global LIB ESS Quarterly Tracker

SNE Research Launches the Global Quarterly LIB ESS Tracker

As the Global ESS Market Surges, Quarter-by-Quarter Battery Shipment Data Captures Market Trends at a Glance

The global Energy Storage System (ESS) market is experiencing rapid expansion, emerging as a vital new growth engine for the lithium-ion battery (LIB) industry. Faced with a slowing growth trajectory in the electric vehicle (EV) sector, global battery manufacturers are aggressively accelerating the diversification of their business portfolios around ESS. Consequently, the ESS market is taking center stage as the next critical battleground for the battery industry.

In recent years, Chinese battery manufacturers have dictated the global ESS market leveraging LFP (Lithium Iron Phosphate) chemistries. However, the market dynamics are undergoing a significant shift as major economies, including the United States, push forward with regulatory restrictions on Chinese-made batteries and enforce supply chain de-risking policies. These regulatory realignments are widely expected to unlock fresh growth milestones for South Korean battery companies in the global ESS market.

In fact, as of the first quarter of 2026, South Korean battery manufacturers have initiated a visible rebound in their global ESS market shares. LG Energy Solution expanded its market share from 1.4% to 2.7%, fueled by an astronomical 253% year-on-year surge in ESS battery shipments. Samsung SDI has also secured its status as a top-tier global supplier by steadily scaling its ESS volumes. Furthermore, SK On is embarking on a full-scale expansion of its ESS business, positioned to heavily amplify its market prominence moving forward.

To deliver highly accurate, systematic, and granular data on this fast-evolving global LIB ESS sector, SNE Research is proud to officially launch its new market intelligence service: the Global LIB ESS Tracker (Quarterly).

This service analyzes and delivers quarterly ESS battery shipment volumes from global manufacturers, meticulously structured to provide a systematic understanding of the market landscape by both region and application.

The dataset features a comprehensive regional breakdown including

• China
• North America
• Europe
• Rest of World (ROW)

Applications are further granularized into

• Grid
• Commercial
• Residential
• Others (including AI Data Centers, Telecom, Marine, and UPS)

Furthermore, users can leverage the integrated Pivot Table function to directly filter, retrieve, and analyze customized shipment data across their preferred regions, applications, and battery manufacturers. Backed by continuous data updates, this tracker enables users to monitor long-term market evolutions and corporate growth trajectories. It supports seamless time-series analysis in the exact same format as SNE Research’s flagship EV Tracker.

To ensure the highest level of credibility and accuracy, SNE Research operates a rigorous data verification framework backed by close collaboration with premier global ESS battery manufacturers and key industry stakeholders. In particular, through continuous engagement with leading battery incumbents holding dominant shares in the global market, SNE Research focus extensively on enhancing data integrity by cross-referencing and multi-dimensionally validating market trends and actual shipment performance.

Moving forward, the ESS Tracker aims to transcend basic shipment statistics. It plans to continuously uncover and integrate in-depth, differentiated insights that mirror the hyper-dynamic nature of the ESS ecosystem. SNE Research will progressively scale its datasets to include granularity on project pipelines, supply chain shifts, technological breakthroughs, and regional market breakdowns, positioning the service as the definitive, industry-leading data platform for the global ESS sector.

“As the ESS sector is projected to cement its position as a central growth engine for the broader battery industry, securing uncompromised data quality is our topmost priority, ensuring market participants can execute strategic decisions based on highly reliable intelligence,” stated SNE Research. “We remain committed to leveraging our tight-knit industry network to continuously evolve this tracker into the definitive global benchmark that maps the ESS landscape with unrivaled accuracy.”