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Released September 25, 2025 | SUGAR LAND
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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 Trump administration has been pushing back on federal tax credits and other incentives for renewable energy, but BESS projects emerged from the recently enacted "One Big Beautiful Bill Act" (OBBBA) in better shape than those for wind or solar generation. While BESS projects could be constrained by OBBBA's "Foreign Entities of Concern" restrictions, which will reduce tax credits when components are sourced from adversarial nations such as China, tax credits will remain available through 2033.
While most of the fourth-quarter BESS kickoffs are attached to solar-generation projects, several standalone units will service their power grids without drawing from a specific power plant. These include RWE Renewables Americas LLC's (Austin, Texas) $170 million Cartwheel Energy Storage Project in Sulphur Springs, Texas, which will carry up to 150 megawatts (MW). RWE says Cartwheel "will provide critical energy-storage capacity to support the stability and resilience of the Electric Reliability Council of Texas (ERCOT) grid, especially as the state continues to deal with record-breaking peak power demand during extreme heat events."
The RWE AG (Essen, Germany) subsidiary currently expects construction on Cartwheel to wrap up toward the end of 2026. Subscribers to Industrial Info's Global Market Intelligence (GMI) Power Project and Plant databases can learn more from a detailed project report and plant profile.
After nearly two years of delays, Silicon Valley Power (Santa Clara, California) is preparing to begin construction on a $60 million BESS at the Kifer Receiving Station in Santa Clara. The 50-MW facility will utilize lithium-ion batteries provided by Envision AESC, a division of Envision Energy (Shanghai, China), and will connect with one of Silicon Valley Power's existing substations. Subscribers can learn more from a detailed project report and plant profile.
In its annual survey of power plant activity, the U.S. Energy Information Administration (EIA) recently found ERCOT and the California Independent System Operator (CAISO) increasingly are using their battery-storage systems for price arbitrage, which involves buying electricity when prices are relatively low and selling that electricity when prices are high.
"Beginning with the 2023 survey, we asked operators [across the U.S.] to identify the primary use case for their battery system," the EIA said. "Last year, operators responded that 66% of all utility-scale battery capacity had arbitrage among its uses and that 41% of the total capacity was primarily used for arbitrage."
Other BESS units will cater to specific facilities, especially those in industries that consume heavy power loads. Two such examples are GlobalFoundries Incorporated's (Malta, New York) $25 million BESS addition at its semiconductor-manufacturing plant in Essex Junction, Vermont, designed to carry 16 MW, and Amrize Limited's (Zug, Switzerland) $25 million BESS unit at its Portland Cement Plant & Limestone Quarry in Florence, Colorado. The projects are designed to carry 16 and 38 MW, respectively. Subscribers can read detailed reports on the projects in Vermont and Colorado.
The southwestern U.S. is set to see several high-value BESS unit additions at solar-generation facilities begin in the coming quarter, led by Enlight Renewable Energy's (Rosh Haayin, Israel) 475-MW BESS unit at its $850 million Snowflake Solar Plant in Holbrook, Arizona, which will generate 600 MW from photovoltaic (PV) panels. Construction on both components is set to run through the end of 2027. Subscribers can learn more from a plant profile and detailed reports on the BESS and solar components.
NextEra Energy Incorporated (Juno Beach, Florida), one of the leading U.S.-based solar developers, is adding a 200-MW BESS unit at its $240 million Dry Lake East Energy Center in Moapa, Nevada, which will generate 200 MW. Construction on both components is set to run into the first quarter of 2027. Subscribers can learn more from a plant profile and detailed reports on the BESS and solar components.
Subscribers to Industrial Info's GMI Project and Plant databases can click here for a full list of detailed reports for projects mentioned in this article, and click here for a full list of related plant profiles.
Subscribers can click here for a full list of reports for BESS projects across the U.S. that are slated to begin construction in the fourth quarter.
Industrial Info Resources (IIR) is the leading provider of industrial market intelligence. Since 1983, IIR has provided comprehensive research, news and analysis on the industrial process, manufacturing and energy related industries. IIR's Global Market Intelligence (GMI) platform helps companies identify and pursue trends across multiple markets with access to real, qualified and validated plant and project opportunities. Across the world, IIR is tracking more than 200,000 current and future projects worth $17.8 trillion (USD).
The Trump administration has been pushing back on federal tax credits and other incentives for renewable energy, but BESS projects emerged from the recently enacted "One Big Beautiful Bill Act" (OBBBA) in better shape than those for wind or solar generation. While BESS projects could be constrained by OBBBA's "Foreign Entities of Concern" restrictions, which will reduce tax credits when components are sourced from adversarial nations such as China, tax credits will remain available through 2033.
While most of the fourth-quarter BESS kickoffs are attached to solar-generation projects, several standalone units will service their power grids without drawing from a specific power plant. These include RWE Renewables Americas LLC's (Austin, Texas) $170 million Cartwheel Energy Storage Project in Sulphur Springs, Texas, which will carry up to 150 megawatts (MW). RWE says Cartwheel "will provide critical energy-storage capacity to support the stability and resilience of the Electric Reliability Council of Texas (ERCOT) grid, especially as the state continues to deal with record-breaking peak power demand during extreme heat events."
The RWE AG (Essen, Germany) subsidiary currently expects construction on Cartwheel to wrap up toward the end of 2026. Subscribers to Industrial Info's Global Market Intelligence (GMI) Power Project and Plant databases can learn more from a detailed project report and plant profile.
After nearly two years of delays, Silicon Valley Power (Santa Clara, California) is preparing to begin construction on a $60 million BESS at the Kifer Receiving Station in Santa Clara. The 50-MW facility will utilize lithium-ion batteries provided by Envision AESC, a division of Envision Energy (Shanghai, China), and will connect with one of Silicon Valley Power's existing substations. Subscribers can learn more from a detailed project report and plant profile.
In its annual survey of power plant activity, the U.S. Energy Information Administration (EIA) recently found ERCOT and the California Independent System Operator (CAISO) increasingly are using their battery-storage systems for price arbitrage, which involves buying electricity when prices are relatively low and selling that electricity when prices are high.
"Beginning with the 2023 survey, we asked operators [across the U.S.] to identify the primary use case for their battery system," the EIA said. "Last year, operators responded that 66% of all utility-scale battery capacity had arbitrage among its uses and that 41% of the total capacity was primarily used for arbitrage."
Other BESS units will cater to specific facilities, especially those in industries that consume heavy power loads. Two such examples are GlobalFoundries Incorporated's (Malta, New York) $25 million BESS addition at its semiconductor-manufacturing plant in Essex Junction, Vermont, designed to carry 16 MW, and Amrize Limited's (Zug, Switzerland) $25 million BESS unit at its Portland Cement Plant & Limestone Quarry in Florence, Colorado. The projects are designed to carry 16 and 38 MW, respectively. Subscribers can read detailed reports on the projects in Vermont and Colorado.
The southwestern U.S. is set to see several high-value BESS unit additions at solar-generation facilities begin in the coming quarter, led by Enlight Renewable Energy's (Rosh Haayin, Israel) 475-MW BESS unit at its $850 million Snowflake Solar Plant in Holbrook, Arizona, which will generate 600 MW from photovoltaic (PV) panels. Construction on both components is set to run through the end of 2027. Subscribers can learn more from a plant profile and detailed reports on the BESS and solar components.
NextEra Energy Incorporated (Juno Beach, Florida), one of the leading U.S.-based solar developers, is adding a 200-MW BESS unit at its $240 million Dry Lake East Energy Center in Moapa, Nevada, which will generate 200 MW. Construction on both components is set to run into the first quarter of 2027. Subscribers can learn more from a plant profile and detailed reports on the BESS and solar components.
Subscribers to Industrial Info's GMI Project and Plant databases can click here for a full list of detailed reports for projects mentioned in this article, and click here for a full list of related plant profiles.
Subscribers can click here for a full list of reports for BESS projects across the U.S. that are slated to begin construction in the fourth quarter.
Industrial Info Resources (IIR) is the leading provider of industrial market intelligence. Since 1983, IIR has provided comprehensive research, news and analysis on the industrial process, manufacturing and energy related industries. IIR's Global Market Intelligence (GMI) platform helps companies identify and pursue trends across multiple markets with access to real, qualified and validated plant and project opportunities. Across the world, IIR is tracking more than 200,000 current and future projects worth $17.8 trillion (USD).
