Chinese battery energy storage system (BESS) integrators accounted for 76% of the global market in 2025, reinforcing China’s growing dominance in the energy storage sector, according to Wood Mackenzie’s latest Global Energy Storage System Integrator Market Share 2026 report.
The report found that eight of the world’s top 10 BESS integrators are now headquartered in China, reflecting the country’s rapid expansion in global energy storage deployment.
Tesla retained its position as the world’s leading BESS integrator for the third consecutive year, followed by Sungrow in second place. BYD recorded one of the strongest performances in the rankings, climbing five positions to secure third place globally.
According to Jiayue Zheng, Senior Research Analyst at Wood Mackenzie, although the combined market share of the top three integrators declined from 36% in 2024 to 30% in 2025, the change reflects rapid market expansion and increasing competition from mid-tier suppliers rather than weakening market leadership.
In North America, Tesla maintained its leadership position, supported by its Megapack battery platform, Autobidder energy management software, and domestic manufacturing footprint in the United States.
The report also highlighted the emergence of NextEra Energy among the region’s top three BESS integrators for the first time. Wood Mackenzie attributed the company’s growth to its vertically integrated business model, which provides insulation from tariff-related supply chain disruptions.
Looking ahead, the report notes that the implementation of the One Big Beautiful Bill Act (OBBBA) will reshape the U.S. market by introducing Foreign Entity of Concern (FEOC) sourcing requirements for projects seeking the Section 48E Investment Tax Credit. Beginning in 2026, projects will be required to source at least 55% of their costs from non-FEOC suppliers, with the threshold increasing to 75% by 2030, potentially limiting the participation of Chinese manufacturers in the U.S. market.
In Europe, Sungrow retained the top position among BESS integrators, while BYD advanced from fifth to second place and Huawei entered the top three, resulting in Chinese companies occupying all leading positions in the region.
Wood Mackenzie noted that Europe’s energy storage market is expanding beyond traditional markets such as the UK, Germany, and Italy. Countries including Bulgaria, Romania, Belgium, Spain, the Netherlands, and Greece are emerging as significant growth markets, supported by evolving energy storage policies.
The report also highlighted increasing regulatory pressure through initiatives such as the Net Zero Industry Act (NZIA), the Industrial Accelerator Act (IAA), and the EU Batteries Regulation, which encourage local manufacturing and raise compliance requirements for imported battery technologies.
Across the Asia-Pacific region, CRRC ranked as the leading BESS integrator for the third consecutive year, followed by HyperStrong and Envision. China represented approximately 85% of the regional BESS market, although Southeast Asia is rapidly emerging as a new growth destination.
Countries including the Philippines, Vietnam, Indonesia, Thailand, and Malaysia are advancing regulatory frameworks and procurement programmes to accelerate energy storage deployment. Meanwhile, Australia continues to remain the region’s most accessible market for non-Chinese suppliers due to its stringent technical standards and financing requirements.
In the Middle East, large-scale battery storage procurement accelerated significantly during 2025. The report highlighted the UAE’s announcement of a 5.2 GW solar project paired with 19 GWh of battery storage, alongside Saudi Arabia’s two BESS procurement rounds covering a combined 5 GW/20 GWh. BYD and Sungrow together accounted for 87% of the regional market.
Latin America also continued its expansion, led by Chile’s mature regulatory framework for energy storage deployment. Wood Mackenzie noted that BYD’s contracted supply volume with Grenergy reached 6.5 GWh across all phases of the Oasis de Atacama project, strengthening its presence in the region.
Wood Mackenzie concluded that competition among global BESS integrators is increasingly being shaped by factors beyond manufacturing scale. Regulatory compliance, grid-forming technologies, software-driven revenue optimisation, financing capabilities, and the ability to operate across diverse policy environments are becoming critical differentiators as the global energy storage market continues to mature.
Jiayue Zheng said companies capable of meeting these evolving technical, regulatory, and commercial requirements across multiple markets are expected to establish the strongest competitive positions throughout the remainder of the decade.
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