Waymo and B2U Storage Solutions announced a strategic supply agreement to repurpose used batteries from the robotaxi fleet for stationary energy storage. The partnership will redirect batteries from end-of-life vehicles and those swapped during proactive maintenance, potentially providing hundreds of megawatt-hours of grid capacity across California and Texas.

Waymo's nearly 4,000-vehicle fleet primarily uses Jaguar I-Pace models with 90 kWh lithium-ion batteries, plus newer Zeekr Ojai vehicles with 93 kWh packs. While the company didn't disclose specific replacement schedules, robotaxis accumulate far more daily mileage than consumer EVs, accelerating battery degradation. Still, EV batteries typically retain over 81% capacity after eight years.

B2U already operates a 32 MWh storage facility in Lancaster, California, alongside 8 MW of solar capacity. The company manages more than 4,000 EV battery packs across its projects, including Nissan Leaf batteries that have completed approximately 2,500 charge cycles since 2020 installation.

This initiative aligns with surging US energy storage demand, as Q1 2026 installations reached a record 9.7 GWh—a 32% year-over-year increase. The circular economy approach lets Waymo extend battery value while supporting renewable grid integration in communities where its robotaxis operate daily.