Despite external headwinds such as tariff hikes and rising cost pressures, the deployment pace of large-scale energy storage projects in the U.S. remains robust, sustaining vigorous development momentum.
According to the Energy Storage Application Branch of CESA (China Energy Storage Alliance), based on EIA (U.S. Energy Information Administration) data, 60 large-scale battery storage projects commenced operation from January to May 2025, adding 4.618 GW/15.09 GWh of new capacity. This represents a year-over-year increase of 43.74% in power and 70.45% in capacity, with average duration rising significantly to 3.27 hours (versus 2.75 hours in 2024). Notably, three GWh-level projects launched in March, April, and May 2025, with April setting a monthly record exceeding 5 GWh in new capacity12.
By the end of May 2025, cumulative installed capacity of large-scale battery storage in the U.S. reached 31.88 GW/89.31 GWh. Projects are concentrated in California, Arizona, Texas, and New Mexico, with California alone accounting for over 40% of the national total12.
Cancellations or delays of large-scale storage projects surged 108.41% by end-May 2025, totaling 7.47 GW – exceeding the volume recorded by end-2024. 35 projects (3.88 GW) were newly canceled or delayed in January-May 2025, with Texas alone contributing 2.32 GW (55.27% of the total). New York reported 600 MW of cancellations/delays, while Nevada, California, Hawaii, Indiana, and Massachusetts each added one project12.
The U.S. battery storage pipeline (including under-construction and pre-operation projects) reached 476 projects totaling 65.64 GWh by end-May 2025, up just 7.62% from end-2024. Key segments:
U.S. residential storage added 458 MW/893 MWh in Q1 2025, an all-time high. California and Puerto Rico drove 74% of growth, while Illinois and emerging markets accelerated. Cumulative residential storage is projected to near 15 GW by 2029, spurred by California’s NEM 3.0 policy12.
Short-term growth remains robust, with 2025 total U.S. storage additions forecast at 15 GW/49 GWh (large-scale storage up 22% YoY). However, federal policy uncertainty threatens long-term expansion. Should the House’s proposed cuts to Investment Tax Credits (ITC) become law, large-scale storage additions over five years could drop 27% below baseline, with distributed storage falling 46%. A Senate amendment exempting storage ITC from cuts offers a potential offset, preserving full credits through 203312.
