U.S. AI data centers to lead surge in energy storage demand over the next five years, UBS

According to UBS Securities, the expansion of U.S. AI data centers is expected to drive an increase in energy storage demand over the next five years, as batteries become increasingly necessary to handle variations from intermittent wind and solar power. According to analyst Yan Yishu, Global energy storage demand is expected to increase by 40% annually in 2026, with the U.S. market remaining vital for both U.S. and Chinese producers. Yishu stated that the U.S. has a very strong demand for AI data centers , but the largest obstacle is the availability of electricity. Renewables drive U.S. battery and storage growth Yishu claimed that the only power-generating sector in the U.S. that is predicted to increase significantly over the next five years is renewable energy. According to Yishu, the increase is because the renewable energy sectors generate power sporadically, and the system requires additional batteries to store that power. The...

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