SEIA: US Battery Deployments to Reach 70 GWh in 2026, Up 21%
SEIA and Benchmark project US battery installations of about 70 GWh in 2026, a roughly 21% increase versus 2025 driven largely by commercial economics, utility procurement, and solar‑plus‑storage pairing. That demand surge is already prompting OEMs to reallocate factory throughput, new financing into roll‑out players, and international policy shifts — especially China’s reliability‑focused procurement and expanded long‑duration projects — that will reconfigure global supply flows.