Utility Scale Storage

A scenario analysis by SolarPower Europe, modeled by Rystad Energy, finds that accelerating PV and battery storage deployment could save the European Union €223 billion ($260.7 billion) in gas imports between 2026 and 2030 and reduce wholesale electricity prices by 14% compared with 2025 levels.

The new policy has already applied, and impacts billions in funding from the European Investment Bank on renewable projects including standalone and co-located storage.

A single benchmark no longer exists. In some cases, charging speed is what matters; in others, it is energy density, and in still others, cost and scalability. In other words, the battery is ceasing to be a simple component. It is becoming the transversal energy infrastructure of the next industrial cycle. And those who can control not only the technology but also production, integration, and the grid will have an advantage that will be difficult to recover.

Salt River Project and NextEra Energy Resources have signed a power purchase agreement for 3,000 MW of solar and 1,000 MW of battery storage to be built in Arizona through 2027.

The African Development Bank (AfDB) has launched a hydrogen funding call for African projects, while the European Commission has registered 265 supply opportunities under its Hydrogen Mechanism.

Escalating Middle East tensions and global energy supply risks are accelerating Europe’s shift toward solar and storage, particularly in commercial, industrial, and utility-scale segments where energy security, resilience, and price stability are becoming central investment drivers. At the same time, expanding manufacturing capacity in China and India is redirecting surplus solar and storage supply toward Europe, creating a highly competitive and increasingly selective market where long-term success depends on quality, reliability, ESG alignment, and strategic market positioning.

ESS Tech is complementing its iron flow storage offering, which is engeeneered for the 8–24 hour long-duration segment, with sodium-ion battery products aimed at short and medium-duration applications.

The first operational round of the EU Hydrogen Facility matched 265 supply-side opportunities with 45 demand projects, with 87% of offers receiving at least one expression of interest and half attracting multiple buyers.

While the exact specifications of the new product, such as dimensions and weight, haven’t been disclosed, available imagery suggests potential transportation challenges.

The March 2026 Energy Sector Construction and Investment Projects Report, released by the Chilean Ministry of Energy, records 38 storage systems under construction, for 4,597 MW and 18,780 MWh.