{"id":70449,"date":"2025-12-16T09:57:12","date_gmt":"2025-12-16T14:57:12","guid":{"rendered":"https:\/\/cleanpower.org\/?post_type=press_release&#038;p=70449"},"modified":"2025-12-16T09:57:12","modified_gmt":"2025-12-16T14:57:12","slug":"us-energy-storage-monitor-q3-2025-woodmackenzie-acp","status":"publish","type":"press_release","link":"https:\/\/cleanpower.org\/news\/us-energy-storage-monitor-q3-2025-woodmackenzie-acp\/","title":{"rendered":"REPORT: US Energy Storage Installations Through Q3 2025 Surpass 2024 Totals"},"content":{"rendered":"<ul>\n<li style=\"text-align: center\"><em>Utility-scale five-year forecast increases 15% compared to H1 2025<\/em><\/li>\n<li style=\"text-align: center\"><em>5.3 GW installed in Q3, 31% YOY growth<\/em><\/li>\n<li style=\"text-align: center\"><em>Utility-scale leads with 4.6 GW, 27% YOY growth<\/em><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-70490 size-full\" src=\"https:\/\/cleanpower.org\/wp-content\/uploads\/2025\/12\/thumbnail_image007.png\" alt=\"\" width=\"1218\" height=\"304\" srcset=\"https:\/\/cleanpower.org\/wp-content\/uploads\/2025\/12\/thumbnail_image007.png 1218w, https:\/\/cleanpower.org\/wp-content\/uploads\/2025\/12\/thumbnail_image007-540x135.png 540w, https:\/\/cleanpower.org\/wp-content\/uploads\/2025\/12\/thumbnail_image007-1024x256.png 1024w, https:\/\/cleanpower.org\/wp-content\/uploads\/2025\/12\/thumbnail_image007-150x37.png 150w, https:\/\/cleanpower.org\/wp-content\/uploads\/2025\/12\/thumbnail_image007-768x192.png 768w, https:\/\/cleanpower.org\/wp-content\/uploads\/2025\/12\/thumbnail_image007-601x150.png 601w\" sizes=\"auto, (max-width: 1218px) 100vw, 1218px\" \/><\/p>\n<p><b><span data-contrast=\"none\">WASHINGTON<\/span><\/b><b><span data-contrast=\"auto\">, D.C., December 16, 2025 <\/span><\/b><span data-contrast=\"auto\">\u2014 <\/span><span data-contrast=\"auto\">The U.S. energy storage market\u00a0continued steady growth in\u00a0Q3 2025,\u00a0with 5.3 gigawatts (GW) installed nationwide, pushing 2025\u00a0\u00a0year-to-date totals\u00a0ahead of combined\u00a02024&#8217;s installations according to the\u00a0<\/span><a href=\"https:\/\/cleanpower.org\/resources\/u-s-energy-storage-monitor\/\"><span data-contrast=\"none\">latest U.S. Energy Storage Monitor report<\/span><\/a><span data-contrast=\"auto\">\u00a0released today by the American Clean Power Association (ACP) and Wood Mackenzie.\u00a0This forward momentum continued despite\u00a0evolving\u00a0supply chains\u00a0and\u00a0ongoing policy\u00a0uncertainty.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Overall\u00a0Q3\u00a0installations increased 31% year-over-year, though the market declined 6% compared to Q2 2025&#8217;s record highs. The utility-scale\u00a0storage\u00a0segment drove growth with 4.6 GW installed in Q3, a\u00a027% increase year-over-year, with 82% of\u00a0installed\u00a0capacity concentrated in Texas and California.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">The residential storage market continued its expansion for the sixth consecutive quarter, installing 647 megawatts (MW) in Q3, a 70% year-over-year increase. California, Arizona, and Illinois led deployments as attachment rates reached new highs. Wood Mackenzie projects Q4 2025 will set a record for the residential sector as customers accelerate installations ahead of the Section 25D tax credit\u00a0expiration.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">The Community, Commercial and Industrial (CCI) segment installed 33 MW in Q3, down 8% year-over-year. California captured 54% of installations with 17.8 MW, while Illinois\u00a0emerged\u00a0as a key growth market alongside Massachusetts, driven by state rebate programs and community storage projects.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">\u201cStrong growth in the U.S. energy storage market reflects a simple reality: meeting rising demand and keeping the grid reliable increasingly requires storage,\u201d said\u00a0<\/span><b><span data-contrast=\"none\">John Hensley,<\/span><\/b><span data-contrast=\"none\">\u00a0<\/span><b><span data-contrast=\"none\">ACP Senior Vice President of Markets and Policy Analysis<\/span><\/b><span data-contrast=\"none\">. \u201cThese installations deliver the flexible, reliable grid support America needs today, boosting reliability and keeping power bills in check.\u201d<\/span><br \/>\n<span data-ccp-props=\"{&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\">Market\u00a0May\u00a0Plateau\u00a0in 2026 and 2027, but\u00a0Five-Year Outlook\u00a0Increases\u00a0<\/span><\/b><span data-ccp-props=\"{&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559685&quot;:0}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Although domestic battery manufacturing continues to ramp up to meet new tariffs and non-foreign entities of concern (FEOC) requirements for the Investment Tax Credit (ITC), Wood Mackenzie projects near-term supply chain adjustments and constraints will drive an 11% contraction in the US utility-scale storage market in 2026 and an 8% decline in 2027.\u00a0However, the market is positioned for strong recovery, with double-digit year-over-year growth projected for 2028 and 2029 as domestic manufacturing capacity comes online. Overall, Wood Mackenzie forecasts\u00a0nearly 93\u00a0GW of storage will be installed across the U.S. over the next five years. Notably, the utility-scale five-year forecast has increased 15% compared to pre-One Big Beautiful Bill Act\u00a0(OBBBA)\u00a0projections, while the CCI segment is projected to grow 23% from 2025 to 2029.\u00a0<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">\u201cDespite new federal policies and tariffs, the market fundamentals remain exceptionally strong,&#8221; said\u00a0<\/span><b><span data-contrast=\"auto\">Allison Feeney<\/span><\/b><span data-contrast=\"auto\">,\u00a0<\/span><b><span data-contrast=\"auto\">research analyst at Wood Mackenzie<\/span><\/b><span data-contrast=\"auto\">. &#8220;Continued access to the ITC, cost-competitive domestic cell manufacturing, merchant revenue potential, state policy and load growth are driving our increased five-year outlook.\u201d<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><b><span data-contrast=\"none\">Strong State Incentive Programs are Cushioning Federal Policy\u00a0Uncertainty\u00a0in Key Markets<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">California&#8217;s Net Billing Tariff (NBT), Massachusetts&#8217; Solar Massachusetts Renewable Target (SMART) 3.0, and Illinois&#8217; rebate programs are sustaining steady CCI deployment through 2029. Meanwhile, the residential\u00a0segment&#8217;s\u00a0shift toward third-party ownership models\u2014which accounted for 57% of the market in Q3 2025\u2014is helping to mitigate the impact of the Section 25D\u00a0expiration.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\">Allison Weis, Global Head of Storage at Wood Mackenzie<\/span><\/b><span data-contrast=\"auto\">,\u00a0said\u00a0\u201cWe&#8217;re seeing states step up with innovative programs, grids increasingly reliant on storage for reliability, and costs at record lows. The industry&#8217;s ability to navigate these challenges and maintain a 15% increase in our five-year utility forecast\u00a0since the passage of the OBBA\u00a0demonstrates that storage has evolved from an emerging technology to an essential grid resource.&#8221;<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\">Notable Market Developments:<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Wisconsin installed 210 MW over Q2 and Q3, the state&#8217;s first large-scale storage projects<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">Puerto Rico led quarter-over-quarter residential growth driven by resilience demand<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"2\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;multilevel&quot;}\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"auto\">North Carolina and Arizona set quarterly residential records in Q3 2025<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559740&quot;:276}\">\u00a0<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><b><span data-contrast=\"none\">\u00a0<\/span><\/b><span data-ccp-props=\"{&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"none\">Wood Mackenzie\u2019s media relations team:<\/span><\/b><span data-ccp-props=\"{&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:240}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"none\">Mark Thomton<\/span><\/b><br \/>\n<span data-contrast=\"none\">+1 630 881 6885\u00a0<\/span><br \/>\n<a href=\"mailto:Mark.thomton@woodmac.com\"><span data-contrast=\"none\">Mark.thomton@woodmac.com<\/span><\/a><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"none\">Hla Myat Mon<\/span><\/b><br \/>\n<span data-contrast=\"none\">+65 8533 8860\u202f\u202f<\/span><br \/>\n<a href=\"mailto:hla.myatmon@woodmac.com\"><span data-contrast=\"none\">hla.myatmon@woodmac.com<\/span><\/a><span data-contrast=\"none\">\u202f<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"none\">Chris Boba<\/span><\/b><br \/>\n<span data-contrast=\"none\">+44 7408 841129<\/span><br \/>\n<a href=\"mailto:Chris.Boba@woodmac.com\"><span data-contrast=\"none\">Chris.Boba@woodmac.com<\/span><\/a><span data-contrast=\"none\">\u202f<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\">Angelica Juarez<\/span><\/b><br \/>\n<a href=\"mailto:angelica.juarez@woodmac.com\"><span data-contrast=\"none\">angelica.juarez@woodmac.com<\/span><\/a><span data-ccp-props=\"{&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><b><span data-contrast=\"none\">About Wood Mackenzie\u00a0<\/span><\/b><span data-ccp-props=\"{&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">Wood Mackenzie is the global insight business for renewables, energy and natural resources. Driven by data. Powered by people. In the middle of an energy revolution, businesses and governments need reliable and actionable insight to lead the transition to a sustainable future. That\u2019s why we cover the entire supply chain with unparalleled breadth and depth, backed by over 50 years\u2019 experience in natural resources. Today, our team of over 2,000 experts operate across 30 global locations, inspiring customers\u2019 decisions through real-time analytics, consultancy, events and thought leadership. Together, we deliver the insight they need to separate risk from opportunity and make bold decisions when it matters most. For more information, visit\u00a0<\/span><a href=\"http:\/\/woodmac.com\"><b><span data-contrast=\"none\">woodmac.com<\/span><\/b><\/a><span data-contrast=\"none\">.\u00a0<\/span><span data-ccp-props=\"{&quot;335551550&quot;:6,&quot;335551620&quot;:6,&quot;335559738&quot;:120,&quot;335559739&quot;:120}\">\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Utility-scale five-year forecast increases 15% compared to H1 2025 5.3 GW installed in Q3, 31% YOY growth Utility-scale leads with 4.6 GW, 27% YOY growth WASHINGTON, D.C., December 16, 2025 [&hellip;]<\/p>\n","protected":false},"author":356,"featured_media":36685,"template":"","press_release_tech":[2565],"coauthors":[2784],"class_list":["post-70449","press_release","type-press_release","status-publish","has-post-thumbnail","hentry","news_type-news","press_release_tech-storage"],"acf":[],"_links":{"self":[{"href":"https:\/\/cleanpower.org\/wp-json\/wp\/v2\/press_release\/70449","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cleanpower.org\/wp-json\/wp\/v2\/press_release"}],"about":[{"href":"https:\/\/cleanpower.org\/wp-json\/wp\/v2\/types\/press_release"}],"author":[{"embeddable":true,"href":"https:\/\/cleanpower.org\/wp-json\/wp\/v2\/users\/356"}],"version-history":[{"count":3,"href":"https:\/\/cleanpower.org\/wp-json\/wp\/v2\/press_release\/70449\/revisions"}],"predecessor-version":[{"id":70491,"href":"https:\/\/cleanpower.org\/wp-json\/wp\/v2\/press_release\/70449\/revisions\/70491"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cleanpower.org\/wp-json\/wp\/v2\/media\/36685"}],"wp:attachment":[{"href":"https:\/\/cleanpower.org\/wp-json\/wp\/v2\/media?parent=70449"}],"wp:term":[{"taxonomy":"press_release_tech","embeddable":true,"href":"https:\/\/cleanpower.org\/wp-json\/wp\/v2\/press_release_tech?post=70449"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/cleanpower.org\/wp-json\/wp\/v2\/coauthors?post=70449"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}