The world’s largest battery manufacturer predicts that energy storage systems will become half of its business.

Chinese battery manufacturer CATL has announced a rapid expansion of its energy storage segment. The company estimates that by 2030, this business line will account for around 50% of its sales, compared to approximately 25% today.

Renewable energy needs storage

The growing share of solar and wind power is increasingly leading to energy surpluses that power grids are unable to absorb. Energy storage systems make it possible to store this surplus and use it during periods of higher demand.

The problem is particularly visible in Europe, including Poland and other countries across the continent. In Spain, where renewables already accounted for a record 56% of electricity generation in 2024, rapid expansion of solar and wind power is increasingly causing grid congestion and forced curtailment of generation. According to market analyses, the volume of unused renewable energy in Spain rose to 3.6 TWh in 2025, more than double the previous year.

CATL expands its presence in Europe

The growing importance of energy storage is reflected in CATL’s investment strategy. The company already operates a battery factory in Germany and is building one of Europe’s largest production facilities in Hungary. In Spain, it is also partnering with Stellantis on another major project aimed at strengthening the local supply chain for electric mobility and energy storage.

At the same time, CATL is expanding its portfolio of large-scale energy storage systems for grid operators and energy companies.

The company is already active in European storage projects. In 2026, together with Solarpro, it commissioned a 601 MWh energy storage system in Bulgaria, described as the largest operational installation of its kind in Central and Eastern Europe. The project is designed to support the integration of wind and solar power while increasing the flexibility of the national electricity system.