The US battery storage market posted its biggest quarter ever, adding 20.2 GWh of new capacity in Q2 2026. Utility-scale projects drove the record, with Arizona, Texas, and California leading installations. Total first-half 2026 capacity reached 30.8 GWh, up 23% year over year.
More than 74% of Q2 installations were in states won by Donald Trump in 2024. Home battery installations fell 27% due to tax credit removal, while commercial and industrial storage grew. Tesla expanded manufacturing with a new Megafactory in Texas.
Benchmark raised its 2030 forecast to 683 GWh.
Source: Hacker News · Summarized by HeadlinesBriefing