Beyond raw capacity numbers, the technology mix is starting to shift. BNEF projects long-duration storage additions of six hours or more will quadruple in 2026 to 2 GW, with non-lithium chemistries driving most of that growth. Sodium-ion batteries are beginning to scale, with CATL and HyperStrong signing a 60 GWh multi-year supply agreement in April. For members tracking the infrastructure and investment side of energy storage, this is where the next chapter of the market is being written.
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Long-duration storage set to quadruple in 2026 as sodium-ion batteries begin gaining ground on lithium-ion dominance
