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Introduction

Industry data reveals that exports of photovoltaic (PV) modules and lithium-based energy storage systems surged in Q1 2025, especially toward regions emphasizing energy independence and climate resilience. A new analysis from energy think tank Ember shows that utility-scale battery storage costs have fallen to $65 per megawatt-hour (MWh) as of October 2025 in markets outside China and the US. At that level, pairing solar with batteries to deliver power when it’s needed is now economically viable. TL;DR: During California's record-setting hot summer this year, battery systems supplied more than a quarter of electricity during evening peaks, eliminating the need for statewide emergency conservation alerts for the first time in years. As gas generation declines and renewable energy rises. China is experiencing a boom in the manufacturing of energy storage batteries, thanks to a revamp of the country’s electricity market and the massive surge in international demand for renewable energy sources. Chinese firms have exported more than $65 billion worth of storage and electric-vehicle. The international solar and energy storage market is experiencing a significant upswing as demand for resilient and decentralized energy systems accelerates worldwide. Industry data reveals that exports of photovoltaic (PV) modules and lithium-based energy storage systems surged in Q1 2025. China's Ministry of Finance and State Taxation Administration announced a pivotal policy shift on January 9, phasing out critical export tax rebates for solar products and battery products. Effective April 1, 2026, the value-added tax (VAT) export rebate for solar cells, modules, and key wafers. In the second half of 2025, the energy storage industry is experiencing an explosive surge, but the supply chain is feeling the heat— lithium battery cells, the core component of ESS, are in severe shortage. According to CNESA, global new energy storage installations are projected to exceed 520 GWh.

Lithium battery solar container orders surge

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