Golden Eagle Fund Li Longjie: Global Offshore Wind Power Investment Accelerating, AI Construction Driving Power Grid Energy Storage Rapid Growth

This year, the new energy industry experienced volatile growth and significantly outperformed the market. The demand for new energy benefits from two positive factors: first, the global increase in electricity demand due to AI data center construction; second, the global oil supply shortage caused by the US-Iran conflict. We focus on benefiting sectors such as grid equipment and energy storage systems driven by global electricity and data center investments, as well as offshore wind power, which is recovering from a bottoming out.

Global energy storage demand is rapidly growing driven by policies and data center investments. According to Xunxiang Research Institute, the domestic energy storage project bidding capacity will reach 462 GWh in 2025 (up 123% year-on-year); provincial capacity price policies are being implemented one after another, with considerable returns in the Northwest region. According to customs statistics, China’s lithium battery exports will reach $76.7 billion in 2025 (up 26% year-on-year), with emerging markets, Europe, and Asia-Pacific regions expanding simultaneously. Many countries face energy supply security issues and are introducing various policies to support energy storage (e.g., Australia subsidies for household storage, Europe subsidies for commercial storage). WoodMac predicts that from 2025 to 2029, US energy storage demand may reach 318 GWh, with annual demand 74% higher than in 2024.

The explosive growth in global AI demand has driven large-scale construction and upgrades of data centers, also boosting investments in supporting power supply and electrical infrastructure. Chinese and American internet giants are increasing investments in AI infrastructure and demanding higher standards for supporting electrical systems. Overseas, more gas turbines and nuclear power units are being built to ensure stable electricity supply, while data centers need upgrades to transformers, server power supplies, backup power systems, and more. Investment in offshore wind power is accelerating globally, with Europe and China planning and reserving numerous projects. China’s production of core components such as pipe piles and submarine cables is actively expanding overseas markets. According to GWEC, over the next decade, Europe will add more than 12 GW of offshore wind capacity annually, more than four times the amount in the past five years. China’s marine economy has been designated as a key national industry. The 14th Five-Year Plan for offshore wind aims for a total installed capacity of 100 GW by 2030, with an average annual new capacity of nearly 11 GW—significantly higher than the 14th Five-Year Plan period. Offshore wind development is expanding from nearshore to deep-sea areas, greatly increasing infrastructure demands. Recently, the US-Iran conflict has caused oil and gas shortages in Europe and East Asia, making new energy a crucial alternative: photovoltaic and wind power with storage may solve power generation issues, while electric vehicles may address consumption challenges.

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Editor: Shi Xiuzhen SF183