Overview
- SEIA and Benchmark report 57.6 GWh of new storage added in 2025, up about 30% year over year, led by nearly 50 GWh utility‑scale builds and a 51% jump in residential to 3.1 GWh.
- Two‑thirds of 2025 utility‑scale additions landed in states won by President Trump, with Texas projected to surpass California as the top storage market in 2026 and Arizona now ranked third.
- SEIA projects about 70 GWh (35 GW) of new U.S. deployments in 2026, while EIA expects 24.3 GW of utility‑scale storage to come online as part of a record 86 GW of new capacity.
- Manufacturers shifted lines from EVs to stationary batteries in 2025, lifting U.S. stationary cell output above 21 GWh and BESS factory capacity to roughly 69.4 GWh.
- Near‑term constraints include FEOC compliance, tariffs and supply‑chain restructuring, with grid interconnection and project bankability flagged as key risks to the 2026 pipeline.