Phoebe Skok
Control, not capacity, could be the next driver of US residential storage investment
Investors are shifting focus from deployment growth to platforms that can orchestrate and monetize battery fleets.
Electrification alone may not shield firms from gas-linked prices
With electricity markets still tied to natural gas in many regions, battery storage is emerging as a tool to manage price volatility and reduce exposure to grid-driven risks.
Why battery storage is becoming the engine of AI growth
Data centers are using batteries to run more AI on the same grid connection.
Low new module prices stall growth in secondary solar market
Data from EnergyBin and Buckstop shows used solar modules made up just 1% of resale listings in 2025, as falling prices for new panels weaken reuse economics.
RWE, Peak Energy to deploy first sodium-ion battery in US grid
Peak Energy says it will deploy the first sodium-ion battery in the Midcontinent Independent System Operator (MISO) service area with RWE Americas in eastern Wisconsin, using passively cooled grid-scale storage that cuts auxiliary power use by 90% and lowers lifetime storage costs by $70/kWh.
Setting the stage for US energy storage
Sweeping import tariffs and the One Big Beautiful Bill Act (OBBBA) made waves for the US clean energy industry in 2025. While solar developers chase safe-harbor deadlines, US energy storage manufacturing could benefit from rules encouraging onshoring – provided there is policy certainty to bank on
US PPA volumes down 22% in 2025 amid policy shocks
Solar power purchase agreement (PPA) prices rose 8% last year as tax credit uncertainty and foreign entity of concern (FEOC) compliance narrowed the pool of bankable projects, according to Pexapark.
Grid-scale battery economics diverge in Texas and California
Grid-scale battery developers in the United States face different revenue risks in the Electric Reliability Council of Texas (ERCOT) and the California Independent System Operator (CAISO) markets, with ancillary market saturation compressing revenues in Texas.
Battery technology outlook for 2026 sharpens beyond lithium-ion
Longer-duration storage, safety-driven procurement and Foreign Entity of Concern (FEOC) compliance in the United States are accelerating interest in alternative battery chemistries, even as lithium-ion remains dominant amid rising data center demand and tighter supply chain rules.
Installers misread what homeowners want from home batteries
While resilience remains a key driver for homeowners to adopt residential battery storage, it’s not as high on the priority list for most customers as many installers believe.
