Battery installations in the US reached a new record in Q2 2026, with 20.2 gigawatt-hours of new capacity coming online. This growth is primarily driven by large, utility-scale projects, though behind-the-meter systems, particularly in data centers, also contributed. Residential battery installations, however, saw a significant slowdown due to the expiration of a key tax credit, with a projected 16% decrease for the year. The industry is also seeing a push towards domestic manufacturing, influenced by tariffs and tax credit requirements, though current US production is not expected to meet demand until around 2030. AI
IMPACT Accelerates grid modernization and renewable energy integration by increasing energy storage capacity.
RANK_REASON Record-breaking industry metric for energy storage in the US. [lever_c_demoted from significant: ic=1 ai=0.4]
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- Benchmark Mineral Intelligence
- BloombergNEF
- China
- Isshu Kikuma
- Shan Tomouk
- Solar Energy Industries Association
- US
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