Despite President Donald Trump's criticism of investments in renewable energy sources in the US, the North American energy storage market continues on a path of accelerated expansion. In 2025, the industry installed a record 57,6 GWh of new capacity, a 29% increase compared to the previous year.
Large-scale installations, directly connected to electrical grids, continue to lead the sector's growth. Even so, BTM (behind-the-meter) systems, applied in the commercial, industrial, and residential segments, maintain a significant market share.
According to the ESMO (Energy Storage Market Outlook) report, the country is expected to add another 70 GWh in 2026, a 21% increase compared to the previous year.
Of this total, 62,4 GWh are expected to come from utility-scale projects, while 7,3 GWh will be distributed among the commercial, industrial, and residential markets. The projected volume represents estimated investments of US$25,2 billion.
The ESMO is published quarterly by SEIA (Solar Energy Industries Association), in partnership with Benchmark Mineral Intelligence, and consolidates data on the implementation of storage systems in both electrical grids and distributed generation installations.
Regionally, California, Texas, and Arizona accounted for 74% of new installed capacity in 2025, reflecting active state policies. The total cumulative storage capacity in the country already reaches 163 GWh – enough to supply approximately 5,1 million homes per year.
This is a significant increase compared to less than a decade ago, when there were approximately 500 MW of grid-connected storage capacity across the entire United States.
In the industrial sector, there are currently 24 battery factories in operation or under construction in the United States, reinforcing the strategy of vertical integration of the production chain and reducing external dependence.
Throughout 2025, the regulatory environment also underwent significant changes, most notably with the approval of the so-called "One Big Beautiful Bill," as well as new state announcements to stimulate renewable energy projects and battery energy storage systems (BESS).
Projections indicate that, by 2030, the North American market should exceed 110 GWh in annual additions. Cumulative utility-scale capacity is expected to approach 500 GWh within the same timeframe, solidifying storage as a strategic asset for reliability, operational flexibility, and integration of intermittent sources.
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BESS SHOULD MAINLY DOMINATE THE INDUSTRIAL SYSTEM. THE INVESTMENT COST IN THE SYSTEM BECOMES VIABLE DUE TO ITS SECURITY AND PERMANENCE.