Скачать или смотреть IEA Chief Fatih Birol Was Right: Emerging Markets Explode 242% in Energy Storage

IEA Executive Director Fatih Birol warned the world not to rely on one country for energy.

Now the numbers prove him right.

Global Data (First 10 Months 2025):

Grid-scale storage: 156 GWh total
Overall growth: +38%
Rest of World (outside China/Europe/US): +242%
Where Is It Happening?

Middle East:

Building at near-China speed
Saudi, UAE mega projects everywhere
Australia:

12 GWh-scale announcements in one month
Leading the Southern Hemisphere
Philippines:

First major solar-plus-storage project live
Also racing:

India, Vietnam, Brazil
What's Driving This?

Government tenders and policy support
Cheap Chinese battery exports
Abundant solar resources
AI data center backup demand
Pipeline: 732 GWh (+23% YoY)

The energy map is being redrawn. It's no longer just China and the West. The Global South just entered the game.

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