美国电池装机容量创纪录 第二季度新增20.2吉瓦时

美国电池储能市场持续扩张。第二季度新增电池装机容量达到20.2吉瓦时，创下历史纪录1。基于这一增速，预计2026年全年新增装机容量将达71吉瓦时，较上年同期增长20%1。这一增长主要由电池成本下降和可再生能源并网需求驱动1。

装机增长的主要驱动力来自大型公用事业系统，其中该季度新增7个容量超过1吉瓦时的大型电池装置投入运营1。在商业后备电池领域，数据中心占比约75%1。与此形成对比的是，住宅电池装机市场出现下滑，预计全年下降16%，原因是家庭电池系统的税收抵免政策在2025年终止1。

当前投入运营的几乎所有电池系统均采用中国制造的电池1。为了降低对中国进口电池的依赖，新的能源储存税收抵免政策已从今年起对项目实施进口限制要求1。不过，美国国内电池制造产能预计要到2030年才能满足市场需求1。

The United States installed 20.2 gigawatt-hours of battery storage capacity in the second quarter of 2026, marking a new high 1. The country is projected to deploy 71 gigawatt-hours of batteries for the entire year, representing a 20 percent increase compared to the previous year 1. Seven new gigawatt-scale battery systems—each exceeding one gigawatt-hour in capacity—came online during the quarter 1.

The expansion has been driven by declining battery costs and the growing demand to support renewable energy integration into the grid 1. Large utility-scale systems have led the growth in installations, while residential battery deployment is expected to decline by 16 percent due to the end of tax credits for home battery systems in 2025 1. Data centers currently account for approximately 75 percent of commercial backup battery installations 1.

Despite the record deployments, nearly all currently operational battery systems use batteries manufactured in China 1. Beginning this year, energy storage tax credits now require projects to limit their reliance on imported Chinese batteries 1. The U.S. domestic battery manufacturing capacity is not projected to meet demand until 2030 1.