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New Gas-Powered Data Centers Could Emit More Greenhouse Gases Than Entire Nations

An anonymous reader quotes a report from Wired: New gas projects linked to just 11 data center campuses around the US have the potential to create more greenhouse gases than the country of Morocco emitted in 2024. Emissions estimates from air permit documents examined by WIRED show that these natural gas projects -- which are being built to power data centers to serve some of the US's most powerful AI companies, including OpenAI, Meta, Microsoft, and xAI -- have the potential to emit more than 129 million tons of greenhouse gases per year. As tech companies race to secure massive power deals to build out hundreds of data centers across the country, these projects represent just the tip of the iceberg when it comes to the potential climate cost of the AI boom. The infrastructure on this list of large natural gas projects reviewed by WIRED is being developed to largely bypass the grid and provide power solely for data centers, a trend known as behind-the-meter power. As data center developers face long waits for connections to traditional utilities, and amid mounting public resistance to the possibility of higher energy bills, making their own power is becoming an increasingly popular option. These projects have either been announced or are under construction, with companies already submitting air permit application materials with state agencies. [...] The emissions projections for the xAI and Microsoft projects, and all the others on WIRED's list, were pulled directly from publicly-available air permit documents in state databases as well as public air permit materials collected by both Cleanview and Oil and Gas Watch, a database maintained by the Environmental Integrity Project, an environmental enforcement nonprofit. Actual greenhouse gas emissions from power plants are usually lower than what's on their air permits. Air permit modeling is based on the scenario of a power plant constantly running at full capacity. That's rarely the reality for grid-connected power plants, as turbines go offline for maintenance or adjust to the ebbs and flows of customer demand. "Permitted emission numbers represent a theoretical, conservative scenario, not the actual projected emissions," Alex Schott, the director of communications at Williams Companies, an oil and gas company that is building out three behind-the-meter power plants in Ohio for Meta, told WIRED in an email. Internal modeling done by the company, Schott added, shows that actual emissions could be "potentially two-thirds less than what's on paper." The projections involved, however, are still substantial. Even if the actual emissions from these power plants end up being half of the emissions numbers on the permits, they still could create more greenhouse gas emissions than the country of Norway emitted in 2024. This number is, according to the EPA, equivalent to the emissions from more than 153 average-sized natural gas plants. (WIRED's analysis does not include emissions from backup generators and turbines on the data center campuses themselves, which create smaller amounts of emissions.) Energy researcher Jon Koomey says the data center boom has created a shortage of the most efficient gas turbines, pushing some developers toward less efficient models that would need to run longer and produce more emissions. "[Data center operators'] belief is that the value being delivered by the servers is much, much more than the cost of running these inefficient power plants all the time," he said. Michael Thomas, the founder of clean energy research firm Cleanview, has been tracking gas permits for data centers across the country. He calls behind-the-meter power "a crazy acceleration of emissions." He added: "It's almost like we thought we were on the downside of the Industrial Revolution, retiring coal and gas, and now we have a new hump where we're going to rise. That terrifies me in a lot of ways."

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Global Growth In Solar 'the Largest Ever Observed For Any Source'

The IEA says 2025 marked a turning point for global energy, with solar posting the largest growth ever seen for any energy source and helping carbon-free power outpace rising demand. The trend led the agency to declare that the world has entered the "Age of Electricity." Ars Technica reports: The IEA report covers energy use, including the electrical grid, transportation, home heating, and other forms of consumption. As such, it can track how some of those uses are shifting, as electric vehicles displace some gasoline use and heat pumps replace gas and oil heating. It also saw a more global trend: The demand for electricity grew at twice the rate of overall energy demand. All of these went into the conclusion that we're starting the Age of Electricity. In terms of specifics, the IEA saw electric vehicle demand rise by nearly 40 percent, with electric car sales being a quarter of the total of cars sold last year. While that's having a measurable effect on electricity demand, it remains relatively small at the moment. It's almost certain to be contributing to the size of the rise in oil use last year: 0.7 percent. In absolute terms, that's less than half the average rise of the previous decade. [...] When it comes to supplying electrons for those alternatives, the central story is solar power. "The absolute increase of solar PV generation in 2025 is the largest ever observed for any source," the IEA says, "excluding years marked by rebounds from global economic shocks such as COVID-19." In other words, with nothing in particular driving the energy markets in 2025, Solar's growth was unprecedented. On its own, its growth covered a quarter of the rising demand for all forms of energy. If you limit it to electricity, increased solar production covered over two-thirds of the increased demand. Overall, solar generated over 2,700 terawatt-hours last year, more than double its output from three years earlier. It now accounts for over 8 percent of the world's total electricity production. Thirty individual countries installed at least a gigawatt of solar last year, and it is now the single largest grid source by capacity (though other sources still outproduce it at the moment).

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Is the Iran War Driving a Surge of Interest in Electric Cars?

In October and through November, America's EV sales reached their lowest point since 2022 after government subsidies expired, remembers Time. "But first-quarter data for 2026 shows that used EV sales were 12% higher than the same time last year and 17% higher than the previous quarter. "One factor likely helping push buyers toward these cars is high gas prices, which recently topped $4.00 a gallon for the first time in four years," they write — but it's not just in the U.S. Instead, they argue the U.S.-Iran conflict "is driving a global surge of interest in electric vehicles..." In the U.K., electric car sales reached a record high, with 86,120 vehicles sold in March... The French online used-car retailer Aramisauto reported its share of EV sales nearly doubled from February 16 to March 9, rising to 12.7% from 6.5%, while sales of fueled models dropped to 28% of sales from 34%, and sales of diesel models dropped to 10% from 14%. Germany's largest online car market, mobile.de, told Reuters that the share of EV searches on its website has tripled since the start of March — from 12% to 36%, with car dealers receiving 66% more enquiries for used EVs than in February. South Korea reported that registrations for electric vehicles more than doubled in March compared to the prior year, due in part to rising fuel prices and government subsidies... In New Zealand, more than 1,000 EVs were registered in the week that ended on March 22, close to double the week before, making it the country's biggest week for electric vehicle registrations since the end of 2023, according to the country's Transport Minister, Chris Bishop. In America, Bloomberg also reports 605 high-speed EV charging stations switched on in just the first three months of 2025, "a 34% increase over the year-earlier period," according to their analysis of federal data. A data platform focused on EV infrastructure tells Bloomberg that speedier and more reliable chargers are convincing more drivers to go electric and use public plugs.

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Europe Has 'Maybe 6 Weeks of Jet Fuel Left'

The head of the International Energy Agency warned that Europe may have only "six weeks or so" of jet fuel left if oil supplies remain blocked by the Iran war and the Strait of Hormuz stays disrupted. The Associated Press reports: IEA Executive Director Fatih Birol painted a sobering picture of the global repercussions of what he called "the largest energy crisis we have ever faced," stemming from the pinch-off of oil, gas and other vital supplies through the Strait of Hormuz. "In the past there was a group called 'Dire Straits.' It's a dire strait now, and it is going to have major implications for the global economy. And the longer it goes, the worse it will be for the economic growth and inflation around the world," he told The Associated Press. The impact will be "higher petrol (gasoline) prices, higher gas prices, high electricity prices," said Birol, speaking in his Paris office looking out over the Eiffel Tower. Economic pain will be felt unevenly and "the countries who will suffer the most will not be those whose voice are heard a lot. It will be mainly the developing countries. Poorer countries in Asia, in Africa and in Latin America," said the Turkish economist and energy expert who has led the IEA since 2015. But without a settlement of the Iran war that permanently reopens the Strait of Hormuz, "Everybody is going to suffer," he added. "Some countries may be richer than the others. Some countries may have more energy than the others, but no country, no country is immune to this crisis," he said.

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UK Households To Be Urged To Use More Power This Summer As Renewables Soar

Longtime Slashdot reader AmiMoJo shares a report from the Guardian: Households will be called on to boost their consumption of Great Britain's record renewable energy this summer to help balance the power grid and lower energy bills. Under the new plans, people could be encouraged to run dishwashers and washing machines or charge up their electric vehicles when there is more wind and solar power than the electricity grid needs. The plan will be delivered with the help of energy suppliers, which may choose to offer heavily discounted or free electricity to their customers during specific periods when the energy system operator predicts there will be a surplus of electricity. Many suppliers already offer more than 2 million households the opportunity to pay lower rates for electricity used during off-peak hours but this will be the first time that the system operator will use this tool to help balance the grid. The National Energy System Operator (Neso) hopes that by issuing a market notice to call on energy users to increase their consumption it can avoid making hefty payments to turn wind and solar farms off when demand for electricity is low, which are ultimately paid for through energy bills.

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Rivian's Illinois Factory Will Run On Recycled EV Batteries

An anonymous reader quotes a report from the Wall Street Journal: Rivian is joining with Redwood Materials to reuse EV batteries for energy storage -- the largest repurposed-battery energy storage system for an automotive manufacturer in the U.S., executives told The Wall Street Journal. Redwood Materials is a battery-recycling firm started by Tesla co-founder JB Straubel. Once completed later this year, Rivian's plant in Normal, Ill., will draw electricity from more than 100 Rivian EV batteries in an area the size of a small parking lot. It will reduce Rivian's dependence on the power grid during peak demand hours. "It saves Rivian money on what it takes to run the plant. It reduces the demand on the grid, which is great," Rivian Chief Executive Officer RJ Scaringe said in an interview. In the Rivian project, the batteries will come from either its test vehicles or from vehicles that have viable batteries but can no longer drive. Those batteries get sent off to Redwood, which integrates them into power storage units. Both companies declined to specify the cost of this project. The setup is expected to initially provide 10 megawatt-hours of energy, equivalent to about 1,000 home-energy battery storage units linked together, Redwood's Straubel said. "These batteries are already built," he said. "We need to integrate them and connect them together, but that can happen quite fast. They don't have to get imported from some other place." [...] Scaringe said that while branching into battery energy storage systems is "not a focus for us as a business right now," Rivian hopes to do more at its sites with Redwood. "There's hopefully a lot more, and there's going to be a lot of batteries we'll have access to," he said.

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Half of Planned US Data Center Builds Have Been Delayed or Canceled

Despite hundreds of billions of dollars in investment, nearly half of planned U.S. data center projects are being delayed or canceled. "One major reason behind these setbacks is the availability of key electrical components -- such as transformers, switchgear, and batteries -- that are used both at data center sites and outside of them," reports Tom's Hardware. "Meanwhile, grid infrastructure is also stressed by electric vehicles and electrified heating systems." Tom's Hardware reports: Approximately 12 gigawatts (12 GW) of data center capacity is expected to come online in the U.S. in 2026, according to data by market intelligence firm Sightline Climate cited by Bloomberg. Yet only about one-third of that capacity is currently under active construction because of various constraints. Electrical infrastructure represents less than 10% of total data center cost, but it is as vital as compute hardware. A delay in any single element of the power chain can halt the entire project, which makes transformers, switchgear, and similar devices critical items despite their relatively small share of CapEx. Due to high demand, lead times for high-power transformers have expanded dramatically in the U.S.: delivery typically took 24 to 30 months before 2020, but waiting periods can stretch to as long as five years today, according to Sightline Climate cited by Bloomberg. For AI data centers, this is a catastrophe as their deployment cycles are under 18 months. To address shortages, companies are turning to global markets. As a result, Canada, Mexico, and South Korea became the biggest suppliers of high-power transformers for AI data centers to AI data centers. At the same time, imports of high-power transformers from China surged from fewer than 1,500 units in 2022 to more than 8,000 units in 2025 through October, according to Wood Mackenzie data cited by Bloomberg. The volatility of exports from China does not end with transformers, as the PRC accounts for over 40% of U.S. battery imports, while its share in certain transformer and switchgear categories remains near 30%, according to Bloomberg.

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Work From Home and Drive More Slowly To Save Energy, IEA Says

As energy prices soar from the Iran conflict, the International Energy Agency is urging governments to cut energy use by taking up measures like remote work and reduced speed limits. The group warns the energy security crisis could persist for months, even if supply routes stabilize. "I believe the world has not yet well understood the depth of the energy security challenge we are facing," said IEA's executive director, Fatih Birol. "It is much bigger than what we had in the 1970s... It is also bigger than the natural gas price shock we experienced after the Russia's invasion of Ukraine." The BBC reports: Thirty-two countries are members of the IEA, including the US, the UK, Australia, Canada, Japan and 24 other European nations. Its role is to act as a global watchdog, providing analysis and recommendations on global energy problems, such as energy security and the transition to clean energy. The IEA's other suggestions for governments, businesses and individuals include: - Promoting use of public transport - Giving private cars access to city centres on alternate days - Encouraging car sharing and efficient driving habits - Avoiding air travel where possible, especially business flights - Switching to electric cooking It also said there should be a focused effort to preserve liquid petroleum gas for cooking and other essential uses, by switching bio-fuel converted vehicles onto gas and introducing other measures to reduce its use. Birol said these proposals were in addition to action taken by IEA member countries earlier this month, when they agreed to release 400 million barrels of oil, 20% of its emergency reserves. Several countries in Asia have implemented emergency four-day workweeks and work-from-home mandates as they have been hit particularly hard from the conflict. Fortune notes: "Asia is particularly dependent on oil exports from the Middle East; Japan and South Korea respectively source 90% and 70% of their oil from the region."

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Hydropower Line From Quebec Could Power a Million NYC Homes

The Champlain Hudson Power Express, a $6 billion, 339-mile buried transmission line, will soon deliver Canadian hydropower from Hydro-Quebec to New York City. The project could supply up to 20% of the city's electricity and power roughly one million homes throughout the year. "This is far and away the largest project I have ever worked on," said Bob Harrison, who has worked in infrastructure for 40 years and is the head of engineering for the Champlain Hudson Power Express. "We like to say it's the largest project you'll never see." The New York Times reports: The massive power project, expected to provide energy to a million New York City customers a year, travels underground and underwater, from the northern plains at the Canadian border to the filled-in marshlands of coastal Queens, much of it loosely following the Hudson River. Its construction included the underwater installation of more than two million feet of cable imported from Sweden. It also required special boats, loaded with equipment that could shoot water jets deep into the sediment, to create trenches for the cable. Then, when it came to placing cable beneath the landscape, more than 700 land-use easements were needed, plus an additional 1.55 million feet of cable. The Champlain Hudson Power Express has found a way to plug into the city, but it wasn't easy. The work included 10 new manholes and more than three miles of new underground circuitry, according to Con Edison, the city's primary electricity provider. "It was literally a hand weave under the streets of Queens," said Jennifer Laird-White, the head of external affairs for Transmission Developers. The hydropower travels from Canada via two buried cables that are as round as cantaloupes. Those lines snake for hundreds of miles under a lake, several rivers (including the Hudson for about 90 miles) and through buried trenches alongside train tracks and roads. The cables resurface in Astoria, Queens, where a converter station shapes, filters and refines the raw power into a product that New Yorkers can consume. In two cavernous rooms that could be mistaken for "Star Wars" sets, the electricity flows through 30 hanging structures encased in what look like metallic, dinosaurlike exoskeletons. Each one weighs about as much as a small humpback whale and contains microprocessors, thousands of valves and fiber wires. "I am still wowed when I walk into that facility," said Mr. Harrison, the engineer. "I mean, it is just mind-boggling."

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Sodium-Ion Battery Tested for Grid-Scale Storage in Wisconsin

"A new type of battery storage is about to be deployed on the Midwestern grid for the first time," reports Electrek: Sodium-ion battery storage manufacturer Peak Energy and global energy company RWE Americas will pilot a passively cooled sodium-ion battery system in eastern Wisconsin on the Midcontinent Independent System Operator network — the first sodium-ion deployment on that grid. Peak Energy says its technology is specifically designed for grid-scale storage and leverages sodium-ion chemistry's inherent stability. Unlike many lithium-ion systems, sodium-ion batteries don't require active cooling and can operate over a wide temperature range without losing performance. That simpler design could make a meaningful dent in the cost of storing electricity. According to Peak Energy, its system cuts the lifetime cost of stored energy by an average of $70 per kilowatt-hour. That's roughly half the total cost of a typical battery system today. The company says it achieves those savings by removing energy-hungry cooling systems, eliminating routine maintenance requirements, and reducing the need to overbuild storage capacity to account for battery degradation over time... If the Wisconsin pilot proves successful, it could open the door to wider adoption of sodium-ion batteries for large-scale energy storage across the US.

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The UK Will Invest Billions to Build a Nuclear Fusion Industry

The UK's science minister is announcing details of a five-year, £2.5 billion investment in nuclear fusion, reports the Times of London, "including building one of the world's first prototype fusion power plants in Nottinghamshire and developing a UK sector projected to employ 10,000 people by 2030." Despite the potentially transformative impact of fusion, which in theory could provide limitless clean energy and create a £12 trillion global market, no country has managed to use this fledgling technology to generate useable electricity... [T]he UK is backing a spherical tokamak design... investing an initial £1.3 billion into a prototype fusion power plant called Step (Spherical Tokamak for Energy Production) on the site of a decommissioned coal-fired power station at West Burton in Nottinghamshire. Paul Methven, chief executive of the government-owned UK Industrial Fusion Solutions, which is delivering the Step project, said the aim is to get the reactor operating early in the 2040s. "It's quite an aggressive programme," he said. "We need to show that we can achieve genuine 'wall socket' energy — which has not been done before." On Monday, [science minister] Vallance will also announce £180 million for a facility in Culham, Oxfordshire, to manufacture tritium fuel and £50 million for training 2,000 scientists and engineers in fusion-related disciplines. The government is also buying a £45 million fusion-dedicated AI supercomputer called Sunrise to model plasma physics. Scientists at the UK Atomic Energy Authority last year developed an AI model that can rapidly simulate how the ultra-hot fuel in a fusion power plant will behave, cutting calculations that previously took days down to seconds... Vallance will also announce new support and collaboration for the many fusion, robotics, engineering and AI start-ups working in Britain, to develop a strong supply chain for a new fusion sector. One of those companies, Tokamak Energy, which spun out from the UK Atomic Energy Authority in 2009, has already built a smaller reactor that has informed the Step design. In March 2022, it became the first private organisation in the world to surpass 100 million degrees Celsius in its reactor.

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Solar In Poor Countries Is Creating a Huge Lead Hazard

schwit1 shares a report from Slow Boring: A new report (PDF) from the Center for Global Development documents that most of [the decentralized solar/battery systems used in poor countries in sub-Saharan Africa] use lead-acid batteries, like Americans use in cars. Lead-acid batteries work for a while and then need to be recycled. If they're recycled safely, that's fine. But in poor countries, most lead-acid batteries are not recycled safely and they become a huge source of toxic lead poisoning. C.G.D. believes that decentralized solar systems are currently generating somewhere between 250,000 and 1.5 million tons of unsafe lead-acid battery waste per year, a number that could grow much higher. Americans have mostly heard about lead issues in recent years due to the tragic situation in Flint, Michigan. But on the whole, lead exposure via faulty water pipes is a relatively minor issue. Across American history, the biggest culprits for lead exposure have been lead paint and leaded gasoline. Both were phased out decades ago, but old paint chips and lingering lead in soil have remained problems for years, albeit at diminishing rates. The global situation is quite different and much worse, to the point that in low- and middle-income countries, half of children have blood lead levels above the threshold that would trigger emergency action in the United States. It sounds fantastical to cite numbers this high. But there is credible (albeit somewhat uncertain) research indicating that five million people per year die as a result of lead-induced cardiovascular impairments. And roughly 20 percent of the gap in academic achievement between poor and rich countries is due to lead's impact on kids' cognitive development. The report goes on to note that lead-acid batteries dominate solar storage in poorer countries because they're far cheaper than lithium-ion alternatives. When these lead batteries reach end-of-life, they are often recycled unsafely, creating significant lead pollution. It's difficult to determine the scale of the problem due to limited data and minimal attention from policymakers, but researchers say it could become massive as solar adoption accelerates. Since safer battery technologies and proper recycling methods already exist, the issue largely stems from cost and lack of regulation. In other words, the problem is solvable if addressed early.

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A Nuclear Reactor Backed By Bill Gates Gets Federal Approval To Start Building

An anonymous reader quotes a report from the New York Times: A novel type of nuclear power plant in Wyoming backed by Bill Gates received a key federal permit on Wednesday, making it the first new U.S. commercial reactor in nearly a decade to receive clearance to begin construction. The Nuclear Regulatory Commission, the federal body that oversees reactor safety, unanimously voted (PDF) to grant a construction permit to TerraPower, a start-up founded by Mr. Gates. TerraPower is one of several companies trying to build a new wave of smaller, advanced reactors meant to be easier to build than the large reactors of old. The permit, which comes after years of consultations and regulatory reviews, means that TerraPower can begin pouring concrete and building the nuclear components of its proposed nuclear plant in Kemmerer, Wyo. The plant, which still faces plenty of logistical hurdles, is currently expected to come online in 2031 near an old coal-burning power plant that is slated to retire a few years later. [...] With its construction permit in hand, the company says it plans to start work on the Wyoming reactor in the coming weeks. The company had already broken ground on the site in 2024 and had begun building the nonnuclear parts of the plant, which did not require a permit. TerraPower has already had to push back its start date several times, and it will still face hurdles in trying to avoid the snags and cost overruns that have plagued other reactor projects as well as securing the fuel it needs. Before coming online, the reactor will also need to secure a separate operating license from the N.R.C., which has told the company it will continue to monitor several safety issues. TerraPower plans to sell electricity from its first plant to PacificCorp, a utility in the Northwest. The company has also agreed to supply up to eight reactors to Meta to power its data centers in the coming years.

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Japan To Ban In-Flight Use of Power Banks

Japan will effectively ban the in-flight use of power banks starting in mid-April after a "recent series of alarming incidents," reports the Asahi Shimbun. From the report: Currently, mobile batteries in Japan are classified as "spare batteries" and are prohibited in checked luggage. For carry-on bags, those exceeding 160 watt-hours are banned, while passengers are limited to two units for those over 100 watt-hours. There is no quantity limit for batteries of 100 watt-hours or less. The new rule will limit passengers to a total of two spare batteries, including power banks. While there is no limit on the number of spare batteries below 100 watt-hours, carrying power banks exceeding 160 watt-hours will remain prohibited. Power banks will be capped at two units regardless of power capacity. Additionally, charging them on board will be prohibited, and it will be "recommended" that passengers not use them at all. As a result, domestic airlines are expected to require passengers to stop using power banks, cementing the effective ban on in-flight use.

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'World's Largest Battery' Soon At Google Data Center: 100-Hour Iron-Air Storage

Interesting Engineering reports: US tech giant Google announced on Tuesday that it will build a new data center in Pine Island, Minnesota. The new facility will be powered by 1.9 gigawatts (GW) of clean energy from wind and solar, coupled with a 300-megawatt battery, claimed to be the 'world's largest', with a 30-gigawatt-hour (GWh) capacity and 100-hour duration... The planned battery would dwarf a 19 GW lithium-ion project in the UAE... Form Energy's batteries work very differently from most large batteries today. Instead of using lithium like the batteries in electric cars, they store electricity by making iron rust and then reversing the rusting process to release the energy when needed... Form's iron-air batteries are heavier and less efficient than their counterparts; they can only return about 50% to 70% of the energy used to charge them, while lithium-ion batteries return more than 90%. However, Form's batteries have one distinct advantage. They are cheaper than lithium-ion batteries, costing about $20 per kilowatt-hour of storage, which is almost three times as cheap... It will store 150 MWh of electricity and can supply to the grid for up to 100 hours, delivering about 1.5 MW at peak output. Thanks to long-time Slashdot reader schwit1 for sharing the article.

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The US Had a Big Battery Boom Last Year

The United States installed a record 57 gigawatt hours of new battery storage on its electric grids in 2025, a nearly 30% increase over the prior year that arrived even as the Trump administration cut tax credits for wind and solar in last summer's One Big Beautiful Bill. The figures come from a Solar Energy Industries Association report published Monday, which also projects the market will grow another 21% this year by adding 70 gigawatt hours in 2026 alone. Battery tax credits themselves survived the legislation largely intact, and the majority of last year's new installations were stand-alone systems not tied to specific solar projects. In Texas, solar met more than 15% of electricity demand throughout the summer and beat out coal for the first time, and the SEIA report predicts the state will overtake California this year in total deployed storage. Supply chain restrictions reinforced by the bill and project cancellations could slow the pipeline this year, the report cautions.

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Texas Is About To Overtake California In Battery Storage

U.S. battery storage installations hit a record 57.6 GWh in 2025, and Texas is now poised to surpass California as the nationâ(TM)s largest storage market in 2026. Electrek reports: According to the US Energy Storage Market Outlook Q1 2026 from the Solar Energy Industries Association (SEIA) and Benchmark Mineral Intelligence, installations are now four times higher than totals from just three years ago. The US had a total of 137 GWh of utility-scale storage installed as of 2025, plus 19 GWh of commercial and industrial systems and 9 GWh of residential storage. Analysts expect the growth streak to continue. More than 600 GWh of energy storage is projected to be deployed nationwide by 2030, even as the Trump administration targets clean energy industries. Two-thirds of utility-scale storage installed in 2025 was built in red states, including nine of the top 15 states for new installations. Texas is projected to surpass California as the countryâ(TM)s largest battery storage market in 2026. Standalone battery projects accounted for nearly 30 GWh of new capacity in 2025, while solar-plus-storage installations made up about 20 GWh. Residential storage deployments reached 3.1 GWh last year, a 51% increase year-over-year. Analysts say virtual power plant programs in states such as Massachusetts, Texas, Arizona, and Illinois are helping drive adoption by reducing costs and easing strain during peak demand periods. The supply chain is shifting to support the boom. In 2025, some battery cell manufacturers pivoted production from EV batteries to dedicated stationary storage cells, converting existing lines and adjusting future plans. Lithium-ion cell manufacturing for stationary storage reached more than 21 GWh in 2025, enough to power Houston overnight, according to SEIAâ(TM)s Solar and Storage Supply Chain Dashboard. Meanwhile, US factories now have the capacity to manufacture 69.4 GWh of battery energy storage systems annually.

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