CATL has topped one of the industry's more closely watched supplier benchmarks twice over. S&P Global Energy's 2026 Tier 1 Cleantech Companies list, a reference widely used by project developers, asset owners and lenders when vetting long-term supply partners, has named CATL a Tier 1 supplier in both energy storage battery cells and energy storage systems, ranking first globally by market share in each category.
Two cathode deals, one weak link in Europe's battery chain
The Tier 1 listing follows a separate Grade A rating for CATL in Wood Mackenzie's inaugural Global BESS Integrator Comprehensive Ranking earlier in 2026, giving developers and investors two independent benchmarks pointing in the same direction as they weigh up long-term storage suppliers.
The listing follows a separate Grade A rating for CATL in Wood Mackenzie's inaugural Global BESS Integrator Comprehensive Ranking earlier in 2026, a second independent benchmark for developers and investors assessing long-term storage suppliers.
Cell market share, five years running
CATL exceeded the benchmark across every assessed category for cells, topping both market share and total capacity among the ten qualifying suppliers. According to SNE Research, the company held 30.4 percent of the global energy storage battery market in 2025, its fifth consecutive year at the top. CATL says its scale rests on tight quality control, with defect rates kept at parts-per-billion levels, a standard it argues keeps systems running more reliably and improves returns for project owners.
S&P Global Energy
CATL takes bronze in first global BESS integrator ranking
Among the 12 companies assessed in the DC-side energy storage system category, CATL came out on top for both market share and financial performance. The assessment treats that combination as a sign of broad competitiveness and not just strength in one area. Much of this momentum traces to the continued development of CATL's TENER product line, aimed at system lifespan, energy density, safety and project economics. Revenue from the company's energy storage batteries and systems reached RMB 53.261 billion in the first half of 2026, up 87.54 percent year on year.
The Tier 1 listing follows a separate Grade A rating for CATL in Wood Mackenzie's inaugural Global BESS Integrator Comprehensive Ranking earlier in 2026, giving developers and investors two independent benchmarks pointing in the same direction as they weigh up long-term storage suppliers. (TF)
