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ARTICLE · 19 SEPTEMBER 2024

Battery Storage: A Supply Chain Under Pressure

Gowling WLG
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Earlier this year, G7 climate ministers agreed in principle that a global target is set to increase electricity storage capacity sixfold from 230GW in 2022 to 1,500GW in 2030.

CanadaEnergy and Natural Resources
Gareth Baker
Gareth Baker
Jonathan Brufal
Jonathan Brufal
Mike Jack
Mike Jack
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Earlier this year, G7 climate ministers agreed in principle that a global target is set to increase electricity storage capacity sixfold from 230GW in 2022 to 1,500GW in 2030. Despite battery energy storage systems (BESS) being one of the fastest growing technologies in the energy transition sector, the question arises as to whether we can meet this target with the BESS supply chain experiencing such unprecedented pressure.

In this article, we explore the key issues affecting the BESS ­ supply chain and the opportunities available to overcome these challenges.

Key issues

Battery overproduction has been and continues to shape the market dynamics of the energy storage sector in 2024, placing downward pressure on pricing and providing headwinds for deployment. In particular, the rapid growth of battery manufacturing has surpassed immediate and short-term demand. In 2023, China's battery production was already big enough to fulfil global demand as a result of a

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