Energy Storage Surges in the US Despite Federal Policy Headwinds
Battery storage installations in the U.S. are projected to surge to 204 gigawatts by 2035, a dramatic jump from the 31 gigawatts deployed through 2024. Equal to more than 800 gigawatt-hours of capacity, the forecast marks a sharp break from the challenges facing America's green energy segment. Projections from BloombergNEF show battery storage will outperform prior expectations even after the "One Big Beautiful Bill" eliminated numerous tax credits in July. While energy storage forecasts now run 25% over than projections issued immediately after OBBB passage and 6% above pre-OBBB estimates, wind and solar projections have cratered, with wind deployment expectations…
