Battery storage reshaping US energy

Battery Energy Storage Systems (BESS) are transforming US energy markets. Revenue stacking is key to financial viability. As policies and technology evolve, BESS will play a growing role in grid modernization and decarbonization. Energy Transition Specialist, Amit Mathrani explores the current state and future trends of BESS in US electricity markets, diving into market dynamics, innovative technologies, and the evolving policy landscape shaping this critical sector.

Analysts of RaboResearch have recently bundled a number of knowledge reports.

Texas: A high stakes frontier for US battery energy storage systems - July 1, 2025
Texas has become the fastest-growing US battery market, adding over 10GW of storage since 2020 – without mandates or centralized procurement. But as ERCOT’s merchant model matures, falling margins, grid congestion, and policy uncertainty are reshaping the landscape. Longer-duration systems are rising, and future success will depend on siting precision, grid awareness, and financial discipline.

Why performance, not volume, now defines California’s saturated battery market - May 13, 2025
California’s battery storage market is evolving fast. With over 12.5GW online and 25GW in the pipeline, CAISO is a global benchmark – but rising saturation, tighter margins, and shifting policy signals are reshaping the investment landscape. Discipline is the new differentiator, and the focus is shifting from growth to performance. What does this mean for the next wave of storage projects?

Battery energy storage systems: The foundations of a resilient energy future in the US - March 18, 2025
BESS are transforming US energy markets, enhancing grid flexibility, supporting renewables, and improving resilience. Projected to exceed 170GW by 2030. This article serves as the foundation for understanding the fundamental role of battery storage in the US energy transition.