CONNECT WITH US
EV & Mobility

EV & Mobility

Data centre buildout uplifting US BESS market outlook, Wood Mackenzie says

Energy-Storage.news logo

Published on

Add as a preferred source on Google
Data centre buildout uplifting US BESS market outlook, Wood Mackenzie says

The community-scale and commercial and industrial (CCI) segment deployed 48MW, reverting to typical installation volumes following what the firm noted as California’s exceptional Q1 performance tied to the net metering programme, NEM 2.0 grandfathering cutoff.

Residential installations recorded their third straight quarterly decline in Q2, dropping 15% to 676MW due to tax credit phase-outs, consumer uncertainty, and difficulties navigating the third-party-ownership (TPO) shift.

Wood Mackenzie’s total US Q2 installation numbers are a little lower than those reported a few weeks ago by the US Energy Storage Market Outlook (ESMO), a rival report from trade association Solar Energy Industries Association (SEIA) with research firm Benchmark Mineral Intelligence. According to the latest edition of ESMO, Q2 2026 saw 6.7GW/20.2GWh of energy storage deployed across all market segments between March and the end of June.

As previously noted, Wood Mackenzie said US BESS installations will grow over 50% in MW terms over the next five years as low costs propel storage into new regions and use cases.

Utility-scale storage is projected to expand at an 8% average annual rate over the next five years, driven by the need to balance increasing large loads and renewable generation.

Wood Mackenzie reported that project durations continued to increase in Q2 2026 with the deployment of a long-duration energy storage (LDES) project in California designed to meet state mandates and utility-contracted storage assets in Texas.

In June, REV Renewables and its parent company, US energy sector developer and investor company LS Power, commissioned the first 8-hour duration BESS in California, the Tumbleweed Energy Storage facility , installed in Kern County.


Source link

Disclaimer

We strive to uphold the highest ethical standards in all of our reporting and coverage. We TheMorningPulse.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It's possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.