2026年第二季度，美国电池储能市场单季度新增容量达到20.2吉瓦时（GWh），创下历史新高 1。受此推动，2026年上半年总安装量达到30.8 GWh，同比增长23% 1。此外，2026年前8个月电池向美国电网提供的电力总量已超过2025年全年水平 1。
此次增长的核心动力来自公用事业级大型项目，该领域贡献了约18 GWh的新增容量，其中包括7个吉瓦时级别的重大项目 1。这些大型项目主要集中在亚利桑那州（4个）、加利福尼亚州（2个）和犹他州（1个） 1。从地域分布来看，亚利桑那州以单季度新增6.2 GWh领跑全美，紧随其后的是得克萨斯州（3.8 GWh）和加利福尼亚州（3.6 GWh） 1。为支撑这一产能需求，特斯拉已在得克萨斯州启用第三家Megafactory，其年产能达50 GWh的Megapacks产品 1。
与大型储能的迅猛扩张形成鲜明对比的是住宅储能市场的下滑。2026年第二季度住宅储能新增容量为657兆瓦时（MWh），同比下降27%，部分归因于联邦25D清洁能源税收抵免的取消 1。尽管短期结构分化明显，但长期前景依然乐观。行业分析机构Benchmark Mineral Intelligence将2030年前的储能预测上调11.5%至683 GWh 1。对于美国市场，预计2026年将安装约71 GWh电池储能，比2025年增长约20% 1。
The United States added a record-breaking 20.2 gigawatt-hours (GWh) of battery storage capacity during the second quarter of 2026, driven primarily by utility-scale projects 1. This surge brought the total installations for the first half of the year to 30.8 GWh, representing a 23% increase compared to the previous year 1. Notably, the cumulative electricity supplied by batteries to the U.S. grid over the first eight months of 2026 has already surpassed the total amount delivered throughout the entire year of 2025 1.
Utility-scale initiatives accounted for approximately 18 GWh of this growth, including seven distinct projects each exceeding one gigawatt-hour 1. These major deployments were concentrated in Arizona with four projects, California with two, and Utah with one 1. By state, Arizona led the quarterly expansion with 6.2 GWh of new capacity, followed by Texas at 3.8 GWh and California at 3.6 GWh 1. In contrast, residential energy storage faced a downturn, adding only 657 megawatt-hours (MWh) in the second quarter, which marked a 27% decline year-over-year 1. The drop in residential adoption is partially attributed to the cancellation of the federal 25D clean energy tax credit 1.
Industry dynamics continue to shift as Tesla commissioned its third Megafactory in Texas, featuring an annual production capacity of 50 GWh for Megapack systems 1. Market analysts have responded positively to these trends; Benchmark Mineral Intelligence raised its forecast for energy storage through 2030 by 11.5%, now estimating a total of 683 GWh 1. Looking ahead, projections indicate that the U.S. will install approximately 71 GWh of battery storage in 2026, marking roughly a 20% increase from 2025 levels 1.
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