Skip to content
  • [email protected]
LIUM
  • Power and Renewables
    • Utility-Scale Solar
    • Residential Solar
    • Storage
  • Oil and Gas
    • Shale Services
    • Shale Production
  • About LIUM
    • Our Process
    • Our Team
    • All Sectors
    • Concierge Onboarding
    • Careers
    • Contact
    • Subscription Info
  • Subscription Info
  • Power and Renewables
    • Utility-Scale Solar
    • Residential Solar
    • Storage
  • Oil and Gas
    • Shale Services
    • Shale Production
  • About LIUM
    • Our Process
    • Our Team
    • All Sectors
    • Concierge Onboarding
    • Careers
    • Contact
    • Subscription Info
  • Subscription Info
Sign In
Subscription Info
My Account

Category: Storage

BATTERY STORAGE NOTE TO CLIENTS 050625

In this report, we are updating our utility battery storage data for Q1’25.

Pipeline steps up to 71 GW; Texas still @ top (AZ #2); New construction +10-20% 2025E (vs 35% last year); Beware of EIA data

In this report, we are updating our historical battery storage data for Q4’24 and publishing new forecasts for 2025E / 2026E. Broadly speaking, the storage market remains on firm footing, with growth continuing into this year

Another 4GW new construction starts (on track for 30% growth this year); Texas almost half; FLNC, TSLA, CSI share gains

With three quarters in the books, the U.S. utility scale storage market is on track to land +30% this year, not too far off from original expectations and better than most other renewable sectors.

New activity humming; Pipeline growing; FLNC/TSLA share gains; Raising our battery storage projections

In this note, we are updating our large scale battery storage data (ES-1, ES-3, ES-3.1, ES-3.2) after processing 2Q new construction starts, interconnections, and market share.

Momentum continues; Record new construction starts; FLNC+TSLA share gains

In this note we are updating our quarterly large scale battery storage (BESS) data.

25 developers that will build 70% of capacity; FLNC has 5 of them; AES big jump this year; New developer / integrator matrix

In this note, we break out our battery storage data, highlighting the 25 largest developers that will make up 70% of the utility-scale market in 2024.

Turning our satellites to the battery storage market; firm fundamentals with >12 GW starting this year; watching another 40 GW lining up

After slow growth in 2022, battery storage interconnections are finally accelerating. In fact, the U.S. is on track to interconnect more than 7 GW in 2023, almost double 2022.

Publishing a new BESS under construction database

Using our construction data as a guide, almost 70% of projects that come online over the next 18 months will likely be collocated.

Publishing BESS project detail by integrator (FLNC, Sungrow, CSI, Powin etc)

we are anticipating the U.S. large scale BESS installations to grow to ~15-20 GW/year by 2025, up from only ~5 GW that was installed in 2022 and 9 GW total installed in the U.S. today.

Disappointing 2022 (only 5GW installed vs 7-9GW forecast)… but project pipeline surges again

Disappointing near term installations (driven by supply chain / equipment / labor shortages), with only 5 GW installed in 2022 compared our original forecast of 7-9 GW.

Next →

Contact Information

  • Phone: (512) 504-7407
  • Email: [email protected]
  • Address:
    3800 N Lamar Blvd.
    2nd Fl, Ste. 200
    Austin, TX 78756

Latest Insights

SOLARSAT NOTE TO CLIENTS 071025

UTILITY SCALE SOLAR NOTE TO CLIENTS 062625

© 2022 LIUM | All rights reserved | Privacy Policy | Terms of Service