NINGDE, China, August 13th, 2026 – S&P Global Energy, a leading global provider of energy market intelligence and benchmarks, has released its 2026 Tier 1 Cleantech Companies list—a widely recognized reference for project developers, asset owners and financial institutions to evaluate long-term supply partners. In this landmark assessment, CATL was recognized as both a Tier 1 Energy Storage Battery Cell Supplier and a Tier 1 Energy Storage System Supplier, while ranking first globally by market share in each category.
The dual recognition highlights CATL’s integrated capabilities across energy storage cells and system solutions, supported by its technology leadership, large-scale manufacturing, stable delivery and long-term service capabilities.
As energy storage deployment accelerates to support grid reliability amid rising demand from electrification and data centers, projects are scaling from megawatt-level deployments to gigawatt-hour infrastructure assets. Buyers are therefore increasingly evaluating suppliers on their ability to deliver reliable, scalable and sustainable solutions over the full asset lifecycle. This shift is reflected in S&P Global Energy’s Tier 1 evaluation framework, which provides a comprehensive assessment of suppliers’ market presence and share, total capacity and global diversification, financial performance, and sustainability metrics. Tier 1 companies must meet rigorous thresholds across a majority of these criteria, based on both absolute performance and relative positioning against industry averages.
Leading Cell Capability at Scale
Among the 10 suppliers included in the Tier 1 Energy Storage Battery Cell Supplier list, CATL exceeded the benchmark across all assessment dimensions, ranking first globally in both market share and total capacity.
According to SNE Research, CATL held a 30.4% share of the global energy storage battery market in 2025, retaining its global No. 1 position for the fifth consecutive year. This scale is underpinned by rigorous quality management, with cell defect rates controlled at parts-per-billion (PPB) levels. By reducing failure risks and improving quality consistency, higher system availability delivers more stable project performance and boosts confidence in IRR.
System-Level Capability and Financial Resilience
In the DC-side energy storage system category, CATL ranked first by market share among the 12 companies assessed, while also ranking first in financial performance. The result reflects CATL’s comprehensive competitiveness as an integrated energy storage system provider.
CATL continues to advance system-level innovation through products such as TENER, which is designed to deliver strong performance in system lifespan, energy density, safety, and project economics. Driven by sustained product innovation and growing demand across key markets, CATL’s revenue from energy storage batteries and systems reached RMB 53.261 billion in the first half of 2026, up 87.54% year on year.
As energy storage assets are designed to operate for 20 years or longer, supplier financial resilience is increasingly critical to ensure sustained technical and service support throughout the project lifecycle. S&P Global Energy’s 2026 Tier 1 list reflects this priority by introducing RiskGauge™ Scores as a core financial-performance metric. CATL delivered a leading performance in this assessment, supported by sustained financial strength: in 2025, the company recorded revenue of RMB 423.702 billion and net profit attributable to shareholders of RMB 72.2 billion, up 17.04% and 42% year on year, respectively.
S&P Global Energy’s recognition of CATL’s cells and battery systems follows its Grade A rating in Wood Mackenzie’s inaugural Global BESS Integrator Comprehensive Ranking 2026. Together, these third-party recognitions underscore CATL’s comprehensive strengths in energy storage cells, system solutions, stable delivery, and long-term operational and financial resilience, offering global energy storage investors and developers clear guidance for supplier selection.
