5.11.2.4Vertical

Long-Duration & Alternative Storage Systems

Manufacturers of flow batteries, compressed air, and other long-duration storage technologies.

Market snapshot

These figures describe Grid-Scale Energy Storage Manufacturing (5.11.2), the segment that Long-Duration & Alternative Storage Systems sits within. They are not figures for Long-Duration & Alternative Storage Systems on its own.

Market size
~$28B
Growth
~24.0%CAGR (2017–22, nominal)
FragmentationConsolidatingEstimate

This is the fastest-growing manufacturing segment on the site. Output roughly tripled in five years as EV and grid-storage demand arrived together. Three cautions. No firm count exists: battery manufacture was reclassified after the business-count series was last drawn, so the population behind this revenue is genuinely unknown. The growth rate spans that same reclassification. And most announced domestic capacity postdates this data, so read the figure as a floor rather than a picture of the market.

NAICS 335910. U.S. Census Bureau, 2022 Economic Census. Growth computed against the 2017 predecessor codes 335911 and 335912. No firm count is published: the code postdates the business-count vintage.

Business model & economics

Revenue model

Battery cell, pack, and system manufacturing and sales

Key economics

Recurring revenue
Moderate

systems plus software and service

EBITDA margin
Scale-, chemistry-, and policy-driven
Capex intensity
High

Characteristics

  • Among the fastest-growing clean-energy segments.
  • IRA incentives driving a U.S. battery-gigafactory boom.
  • Critical for renewable integration and grid reliability.

M&A deal context

Deal activityHigh

Who’s acquiring

  • Battery & storage majors
  • Energy, utility & infrastructure investors
  • PE- and VC-backed platforms

What’s driving deals

  • IRA-driven domestic battery manufacturing.
  • Renewable-integration and grid-reliability demand.
  • Chemistry innovation and supply-chain localization.

Find Long-Duration & Alternative Storage Systems acquisition targets

Search Acquisera’s index for companies classified under Long-Duration & Alternative Storage Systems (5.11.2.4) and build a targeted deal pipeline.

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