摩根路易斯律师事务所：2026年储能政策与市场路线图：塑造美国及全球储能市场的关键趋势（英文版）（54页）.pdf

1、2026 ENERGY STORAGE POLICY&MARKET ROADMAPREPORT 2026 Morgan,Lewis&Bockius LLPKEY TRENDS SHAPING US&GLOBAL ENERGY STORAGE MARKETS 2026 Morgan Lewis 2 INSIDE THIS REPORT 2026 ENERGY STORAGE POLICY&MARKET ROADMAP In this eight-chapter report,our lawyers analyze the key trade,financing,regulatory,invest

2、ment,and policy developments shaping the energy storage market in 2026 and beyond and outline practical considerations for managing risk and positioning projects for long-term success.Table of Contents Utility-Scale Energy Storage Procurements in 2026:Contracting and Risk Allocation.4 Federal Regula

3、tory Outlook for Electric Storage,QFs,and Inverter-Based Resources.19 State Energy Storage Policy Trends for 2026.23 Project Financing Trends for Global Energy Storage Projects in 2026 and Beyond.30 How FEOC Rules Are Reshaping Energy Storage Tax Credit Eligibility.35 Tariffs and Trade Risk in Energ

4、y Storage Projects:2026 Outlook.38 EU and UK Energy Storage Regulation in 2026 and Beyond.45 The Next Phase of Battery Storage Investment in 2026 and Beyond.51 2026 Morgan Lewis 3 2026 ENERGY STORAGE POLICY&MARKET ROADMAP EXECUTIVE SUMMARY The global energy storage market continues to mature in 2026

5、,transitioning from a phase of rapid buildout to one increasingly characterized by large-scale infrastructure investment and integration into grid planning.Development activity remains strong:approximately 92 GW and 247 GWh of storage were installed in 2025,approximately 23%more than in 2024,with ov

6、er 123 GW and 360 GWh expected in 2026.Of this,approximately 58 GWh of energy storage were installed in the United States in 2025,a 30%increase over 2024.Industry forecasts project that the United States could deploy more than 90 GW of additional storage capacity between 2025 and 2030,driven by risi