US Energy Storage Monitor
2025 energy storage installations through Q3 2025 surpass 2024 totals
US energy storage installations reached new heights with 5.3 GW installed and positive five-year growth projections
Delivered quarterly, the US Energy Storage Monitor from the American Clean Power Association (ACP) and Wood Mackenzie Power & Renewables provides the clean power industry with exclusive insights through comprehensive research on energy storage markets, deployments, policies, regulations and financing in the United States.
The U.S. energy storage market delivered a record-breaking quarter in Q3 2025, installing 5.3 GW nationwide and pushing year-to-date additions past the total installed capacity for all of 2024. This performance was led by a 27% year-over-year surge in utility-scale deployments (4.6 GW).
Despite challenges from federal tariffs, new ITC sourcing rules, and the impending loss of the Section 25D credit, overall installations rose 31% year-over-year. Short-term headwinds will drive modest contractions in 2026–2027, yet Wood Mackenzie’s latest forecast projects nearly 93 GW of new storage through 2029, cementing energy storage as a key component of America’s affordable, reliable grid.
Report Highlights
- Overall Q3 installations increased 31% YOY, though the market declined 6% compared to Q2 2025’s record highs.
- Utility-scale segment led with 4.6 GW installed in Q3, a 27% YOY growth.
- Supply chain constraints from tariffs and new domestic sourcing requirements will drive an 11% contraction in utility-scale storage through 2027.
- Despite these federal policy headwinds, the five-year outlook is strong with 93 GW predicted, a 15% increase in utility-scale compared to pre-OBBBA.
- States are stepping up with innovative programs including California’s Net Billing Tariff (NBT) and the Solar Massachusetts Renewable Target (SMART) 3.0 and Illinois rebate programs helping to sustain steady CCI deployment through 2029.
The report also includes key quarterly trends and analysis on impactful market regulation, policy, system prices, and supply chain across all segments. The report provides industry professionals with actionable and intelligent insights to better inform business decisions.
The new US Energy Storage Monitor | Q3 2025 was released December 16.
More Resources
- Executive Summary: The executive summary is complementary to ACP members and the public.
- PowerCast: ACP members can watch the PowerCast led by the report authors to dive deeper into the findings.
- Other 2025 reports:
Pricing List
| 1 Report | Yearly Subscription (4 reports) |
|
| ACP members |
$3,000 |
$9,000 |
| Non-members |
$5,000 |
$14,000 |
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About the U.S. Energy Storage Monitor
The US Energy Storage Monitor is offered quarterly in two versions – the executive summary and the full report.
- The executive summary is complimentary to member companies and provides a bird’s eye view of the U.S. energy storage market and the trends shaping it.
- In contrast, the full report features state-by-state breakdowns and analysis on storage deployments, growth forecasts, policies helping or hindering growth, financing trends, and market strategies. It is available individually each quarter or as part of an annual subscription.
The Source of Energy Storage Information and Data for Hundreds of Media Outlets
The quarterly reports from ACP and Wood Mackenzie are routinely cited by hundreds of media outlets as the authoritative source of energy storage industry data. International, national, local, and trade press outlets rely on the data to develop a better picture of where the industry is heading and how energy storage is being integrated into state resource planning and competitive markets.
About Wood Mackenzie Power & Renewables
Wood Mackenzie, a Verisk Analytics business, is a trusted source of commercial intelligence for the world’s natural resources sector. We empower clients to make better strategic decisions, providing objective analysis and advice on assets, companies and markets. For more information, visit: www.woodmac.com or follow on Twitter @WoodMackenzie.
This page was last updated December 16, 2025.
