New data out of Modo Energy suggests only about 85% of large batteries with signed interconnection agreements are likely to be built, as queue timelines stretch beyond four years.
Rystad Energy says it expects global battery energy storage system (BESS) additions to exceed 130 GW/350 GWh in 2026, led by China, the United States, the United Kingdom, Australia, and Germany.
Led by a massive $1.5 billion facility for Aypa Power, a series of new deals for Jupiter Power and PowerBank show that lenders are doubling down on battery energy storage system assets.
A report from McKinsey and Company says the relative ease of building out solar projects means the U.S and Europe are likely to meet their end-of-decade deployment targets, despite current pipeline gaps of around 205 GW and 181 GW.
Iola Hughes, Head of Research at Benchmark Mineral Intelligence, tells ESS News that 2026 is set to be another strong year for BESS, with forecast additions exceeding 450 GWh and no material supply constraints in sight. Meanwhile, the initial impact of rising lithium prices is already visible at the cell level, but the full effect has yet to ripple through to system pricing.
NextVolt has offloaded a 1 GWh battery energy storage system (BESS) to Exus Renewables which will take on ownership long-term. Menawhile, the developers of a 1.2 GWh BESS in Arizona have partnered with Fluence for its GridStack Pro system.
Longer-duration storage, safety-driven procurement and FEOC compliance are starting to push alternative chemistries closer to scale.
The industry faces rising demand, tighter economics and higher expectations for performance and reliability.
GridStor, Sunrun, and NRG Energy are hoping their efforts in the Texas battery energy storage (BESS) market will provide flexibility for the strained Texas ERCOT grid by catering to energy demand.
Over 5.3 GW of energy storage was deployed in Q3 2025, said a report from Wood Mackenzie and the American Clean Power Association.
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