U.S. Battery Storage Set for Growth, Fueled by Price Outlook

September 25, 2025--Researched by Industrial Info Resources (Sugar Land, Texas)--The U.S. Energy Information Administration (EIA) recently estimated utility-scale capacity for battery energy-storage systems (BESS) across the U.S. will total 65.7 gigawatts (GW) at the end of 2026, from about 29 GW at the end of first-quarter 2025. Factors include an expected jump in electricity prices, as well as a less-than-harsh reception from lawmakers who have been curbing support for renewable energy. Industrial Info is tracking more than $5.4 billion worth of BESS projects across the U.S. that are slated to begin construction in the fourth quarter. The EIA recently found the Electric Reliability Council of Texas (ERCOT) and the California Independent System Operator (CAISO) increasingly are using their battery-storage systems for price arbitrage. Other companies featured: RWE Renewables Americas LLC, RWE AG, Silicon Valley Power, Envision AESC, Envision Energy, GlobalFoundries Incorporated, Amrize Limited, Enlight Renewable Energy and NextEra Energy Incorporated