Overview

• Utility-scale projects accounted for 4.9 GW in the quarter, with Texas, California and Arizona each adding more than 1 GW.
• Residential storage installations reached 608 MW, up 132% year over year, led by stronger attachment rates in California, Arizona and Illinois.
• Community, commercial and industrial systems added 38 MW, an 11% annual increase, with deployment still constrained by costs and policy.
• Analysts project 87.8 GW of U.S. storage by 2029 but warn of a potential 10% utility-scale decline in 2027 tied to FEOC battery sourcing uncertainty.
• The report notes renewed regional activity, including three projects in Oklahoma after a three-year gap and upgraded outlooks in Florida and Georgia due to utility procurements.