Long Duration Energy Storage Systems for a Cleaner Future slide image

Long Duration Energy Storage Systems for a Cleaner Future

Strong and Growing Demand for Energy Storage Cumulative Additions to Global Storage Capacity (GWh) Global Total Addressable Market ($bn) RESSINE Front of the meter Behind of the meter Front of the meter 534 +43% CAGR Behind of the meter +33% $56 CAGR 397 301 +44% CAGR $46 $39 $28 +32% CAGR 287 226 $33 $22 $27 $19 199 $22 168 $18 $17 $15 130 +34% 121 $14 233 +42% $28 CAGR 79 83 33 171 CAGR $8 $12 $24 $20 39 $15 11 52 119 $4 $12 6 26 77 $8 47 $4 $5 13 27 2020 2021 2022 2023 2024 2025 2026 2027 2020 2021 2022 2023 2024 2025 2026 2027 ESS has observed even greater demand from customers than these current analyst estimates Source Guidehouse Insights, 'Market Data: Utility-Scale Energy Storage Market Update', 3Q 2020; Guidehouse Insights, 'Market Data: Energy Storage for Microgrids and Remote Power Systems', 2Q 2020; and Navigant Research, 'Distributed Energy Storage Overview', 4Q 2019. CONFIDENTIAL | 13
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