China’s position as the global leader in battery and BESS (Battery Energy Storage Systems) exports strengthened significantly in 2025, driven by booming electric vehicle (EV) adoption, rapid clean-energy investment, and expanding international demand. With exports reaching unprecedented levels, China is solidifying its dominance across both established and emerging markets.
Record Growth in 2025
During the first nine months of 2025, China’s battery and BESS exports surged by 24%, marking the fastest growth rate in recent years. This expansion pushed total export revenues to $60 billion, sharply surpassing the $48 billion recorded in 2024. Batteries have now become China’s most profitable clean-energy technology export, overtaking segments like solar modules and EV components.
Top Export Destinations
China supplied batteries to 114 countries in 2025, reflecting a broad and deeply embedded global distribution network.
The biggest buyers were:
- Germany – $10.5 billion
Driven by demand from major automakers like Volkswagen, BMW, and Mercedes-Benz. - United States – $9.3 billion
Despite trade tensions, the U.S. remains a critical market—though volumes dipped due to tariff actions and reduced EV subsidies. - Vietnam – $3.6 billion
Rising manufacturing demand and EV adoption boosted imports.
Regional Share of Exports
- Europe: 42% (Largest)
- Asia: 26%
- North America: 17%
- Middle East: +107% YoY growth
- Latin America: +99% YoY growth
Countries such as Saudi Arabia and Chile posted some of the fastest-growing import volumes, indicating expanding adoption of storage systems and EV infrastructure in emerging markets.
Challenges in the U.S. Market
Despite being the second-largest importer, the U.S. saw a decrease in volumes due to:
- Ongoing trade war measures
- Reduced federal incentives for electric vehicles
- Increased push for domestic battery manufacturing
This shift is expected to create longer-term competition for Chinese suppliers.
Future Forecasts for China’s Battery Export Market
Looking ahead, China’s battery export industry is poised for sustained acceleration into 2026 and beyond. Several key trends define the future outlook:
1. Consistent High Growth Expected
Strong global EV adoption and the rapid build-out of renewable energy storage will continue pushing demand for Chinese batteries.
2. More Countries Crossing $10M Purchase Threshold
In 2025, 114 countries imported over $10 million worth of Chinese batteries—a figure expected to rise as electrification spreads worldwide.
3. Middle East & Latin America: The Fastest-Rising Markets
Massive year-on-year growth in these regions signals a new wave of battery demand for grid storage and transport electrification.
4. Europe Will Remain China’s Export Stronghold
With 42% market share and strong climate targets, Europe will continue driving China’s export volume in the foreseeable future.
5. Global Competition Rising, but China Holds the Advantage
Countries like the U.S., India, and several EU states are investing in domestic cell production.
However, China’s scale, technology, and supply-chain maturity provide a solid competitive edge.
6. Application Diversification
Beyond EVs, sectors such as solar farms, home energy storage, and grid stabilization technologies will sustain long-term demand.
7. Technological Progress Strengthening Competitiveness
Advancements in LFP chemistry, solid-state development, and cost-efficient giga-manufacturing will help China maintain leadership.
Key Data Summary Table
| Category | Key Data / Insight |
|---|---|
| 2025 Export Growth | +24% in first nine months |
| 2025 Export Revenue | $60 billion (vs $48 billion in 2024) |
| Top Markets | Germany: $10.5B, U.S.: $9.3B, Vietnam: $3.6B |
| Regional Export Share | Europe 42%, Asia 26%, North America 17% |
| Fastest-Growing Regions | Middle East +107%, Latin America +99% |
| Countries Importing Batteries | 114 countries in 2025 |
| Future Growth Outlook | Strong growth expected into 2026+ |
| Key Emerging Markets | Saudi Arabia, Chile |
| Market Drivers | EV expansion, BESS adoption, renewable energy |
| Competitive Landscape | U.S. and EU scaling domestic manufacturing |
| China’s Strength | Technology, supply chain depth, scale |
Conclusion
China’s battery export boom in 2025 demonstrates the country’s unmatched scale and influence in the global clean-technology ecosystem. With rising demand across both developed and emerging markets, accelerating electrification, and continued innovation, China is well-positioned to remain the world’s leading supplier of EV and energy-storage batteries for years to come.
Glottis Limited 
Leave a comment