2025 is officially the biggest year ever for American batteries, with deployments already crushing last year’s total despite political headwinds. (Utility Dive)
The US installed 12.9 GW of storage in just the first 3 quarters—beating 2024’s full-year record—driven by an 11% drop in utility-scale system costs and massive demand in California and Texas (which account for 82% of the market).
While WoodMac predicts a short-term contraction next year as the market digests 1) the Big Beautiful Bill and 2) strict supply chain tariffs, the fundamentals remain solid, with nearly 93 GW of capacity expected to come online over the next 5 years.