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• 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 鈥� The U.S. energy storage market听continued steady growth in听Q3 2025,听with 5.3 gigawatts (GW) installed nationwide, pushing 2025听听year-to-date totals听ahead of combined听2024’s installations according to the听latest U.S. Energy Storage Monitor report听released today by the 欧美情色片 Association (欧美情色片) and Wood Mackenzie.听This forward momentum continued despite听evolving听supply chains听and听ongoing policy听uncertainty.听

Overall听Q3听installations increased 31% year-over-year, though the market declined 6% compared to Q2 2025’s record highs. The utility-scale听storage听segment drove growth with 4.6 GW installed in Q3, a听27% increase year-over-year, with 82% of听installed听capacity concentrated in Texas and California.听

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听expiration.听

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听emerged听as a key growth market alongside Massachusetts, driven by state rebate programs and community storage projects.听

鈥淪trong growth in the U.S. energy storage market reflects a simple reality: meeting rising demand and keeping the grid reliable increasingly requires storage,鈥� said听John Hensley,听欧美情色片 Senior Vice President of Markets and Policy Analysis. 鈥淭hese installations deliver the flexible, reliable grid support America needs today, boosting reliability and keeping power bills in check.鈥�
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Market听May听Plateau听in 2026 and 2027, but听Five-Year Outlook听Increases听听

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.听However, 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听nearly 93听GW 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听(OBBBA)听projections, while the CCI segment is projected to grow 23% from 2025 to 2029.听听

鈥淒espite new federal policies and tariffs, the market fundamentals remain exceptionally strong,” said听Allison Feeney,听research analyst at Wood Mackenzie. “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.鈥�

Strong State Incentive Programs are Cushioning Federal Policy听Uncertainty听in Key Markets听

California’s Net Billing Tariff (NBT), Massachusetts’ Solar Massachusetts Renewable Target (SMART) 3.0, and Illinois’ rebate programs are sustaining steady CCI deployment through 2029. Meanwhile, the residential听segment’s听shift toward third-party ownership models鈥攚hich accounted for 57% of the market in Q3 2025鈥攊s helping to mitigate the impact of the Section 25D听expiration.听

Allison Weis, Global Head of Storage at Wood Mackenzie,听said听鈥淲e’re seeing states step up with innovative programs, grids increasingly reliant on storage for reliability, and costs at record lows. The industry’s ability to navigate these challenges and maintain a 15% increase in our five-year utility forecast听since the passage of the OBBA听demonstrates that storage has evolved from an emerging technology to an essential grid resource.”听

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Notable Market Developments:听

• Wisconsin installed 210 MW over Q2 and Q3, the state’s first large-scale storage projects听
• Puerto Rico led quarter-over-quarter residential growth driven by resilience demand听
• North Carolina and Arizona set quarterly residential records in Q3 2025听

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Wood Mackenzie鈥檚 media relations team:听

Mark Thomton
+1 630 881 6885听
[email protected]听

Hla Myat Mon
+65 8533 8860鈥�鈥�
[email protected]鈥�听

Chris Boba
+44 7408 841129
[email protected]鈥�听

Angelica Juarez
[email protected]听

About Wood Mackenzie听听

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鈥檚 why we cover the entire supply chain with unparalleled breadth and depth, backed by over 50 years鈥� experience in natural resources. Today, our team of over 2,000 experts operate across 30 global locations, inspiring customers鈥� 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听.听听