Enabling Market Entry in the $1.1 Billion Maritime Energy Storage Sector
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February 09, 2026
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An investment fund was exploring the potential opportunity to fund a maritime Energy Storage Systems (“ESS”) provider. Despite the target’s proven track record, the client needed expert validation before committing the funds needed to accelerate the company’s growth in this emerging sector. The fund engaged FTI Consulting to conduct full-scope buy-side commercial due diligence, analysing regulatory frameworks, competitive positioning and market potential, revealing a projected total addressable market of $1.1 billion by 2030. Armed with these insights, the client proceeded with its investment, strategically positioning itself in the maritime energy transition market.
- Following the delivery of our comprehensive report, which assessed regulatory drivers, quantified the electric vessels market potential to 2030 and evaluated the target company’s future potential, the client proceeded with the investment.
- Our independent market sizing revealed substantial growth potential, estimating a $1.1 billion addressable market opportunity by 2030, and providing the investor with a clear view of the investment’s long-term value proposition and return potential.
- Through an extensive competitive analysis, encompassing established players, new entrants and Chinese manufacturers, we assessed the target’s expected competitive positioning by 2030.
Our Role:
- FTI Consulting assessed the impact of global and regional decarbonisation regulatory frameworks, as well as national and local initiatives, on the future adoption of electric-powered vessels.
- We segmented the maritime fleet into proven and emerging markets, assessed the target’s positioning and built independent forecasts for maritime battery ESS adoption based on total cost of ownership, operational benefits and charging infrastructure, projecting the addressable market and investment opportunity through 2030.
- Our experts conducted an in-depth competitive landscape review, benchmarking the target company against existing competitors, potential new entrants and competitors from China.
- By synthesising the key findings, we identified the target’s competitive moats and sustainable competitive advantages and validated the business plan against market and adoption scenarios.
Published
February 09, 2026
Key Contacts
Senior Managing Director
Managing Director
Director