| In the first quarter of 2026, U.S. energy storage developers added 9.7 GWh of new installed capacity, setting a record high for that quarter. The report, jointly released by the Solar Energy Industries Association (SEIA) and Benchmark Mineral Intelligence, noted that despite measures taken by the U.S. government that industry insiders believe are slowing the development of clean energy, energy storage capacity still grew by 32% year-over-year. The Solar Energy Industries Association (SEIA) stated that demand from data centers, electricity price volatility, and global disruptions in natural gas and gas turbine supplies are the primary drivers of energy storage demand. Several major tech companies, including Google and Meta, have announced agreements this year to procure tens of thousands of megawatt-hours of energy storage capacity to power the data centers required to run artificial intelligence technologies. With the Trump administration prioritizing oil, natural gas, coal, and nuclear energy, the solar industry faces the dual challenges of tariff pressures and a freeze on approvals for large-scale projects. The report indicates that 467 solar and energy storage projects are currently awaiting approval and may face delays or cancellation. The report projects that by 2030, global new energy storage capacity will exceed 610 gigawatt-hours. Darren Vanterhoff, interim president and CEO of the Solar Energy Industries Association (SEIA), stated: “The energy storage sector’s strong performance in the first quarter underscores the fundamental value of this technology.” He noted that sufficient energy storage infrastructure can help consumers weather fuel price shocks, lower electricity costs, and enhance grid reliability. Of the new installations in the first quarter, utility-scale projects accounted for 7.8 GWh; commercial and industrial systems added 648 MWh, and residential systems added 515 MWh. |
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