battery storage

“The role of peaker plants is going to be moved increasingly to emergency situations, right? That you've got battery storage and lots of other technologies that are being used inside the Intermountain West. To be able to provide these sort of services. And so p…”

“Probably we're going to need to co-locate storage with a lot of these chargers. We're seeing some companies that are doing storage you know, integrating a storage solution from another provider, and other companies that are providing a storage and charger prod…”

“If the battery had enough, you know, energy to kind of cycle for a couple of days, if we're thinking about long duration storage distinguishing between a full year analysis versus a daily analysis is important, but if your battery has four hours, then it reall…”

“If you, if you're focusing on costs and carbon emissions, you will always see a combination between renewable technologies and In some gas fart engines for backup reasons or for resiliency reasons, right? It's pretty bad idea from an economic perspective to ha…”

“That, I think, is the only thing that's going to stay in the way of storage getting adopted, and I think the numbers that, that, you know, we've been citing, I think those are conservative. I think they factor in a lot of these artificial barriers that could c…”

“And we expect to see something similar in the battery storage and other clean technologies, so that's why”

“My sense is that all those two-hour battery storage deals that we just mentioned at data centers, they still have gensets, likely diesel for those longer duration emergency events, and they're not at all mutually exclusive, and in fact, it may be that predomin…”

“And so we see cyclically in another couple of years, the prices will start to come back in ERCOT and people will start to make money again.”

“I think the growth in terms of deployed gigawatts from 24 to 25 was about a 72% improvement or growth rate.”

“About 76% of the market was solar and wind when we first got going. It is now significantly diversified Into advanced manufacturing, clean fuels, minerals, nuclear, battery storage, which is booming as a category and making up a much larger share of the tax cr…”

“The installations in 2025 were around 250 gigawatt hours of energy capacity from batteries, and that's a 46% increase over the deployment in the previous year.”

“The implication to me is that batteries should be growing at roughly two to three times the rate that solar should to play catch up here. And so we have this, you know, we started off with this, like, very bullish solars meeting the vast majority of new, like,…”

“I think going into twenty-twenty, there was less than two gigawatts of total storage on the U.S. Grid. As of twenty-twenty-five, that number is like 40 gigawatts.”

“Which is, you get a 30% base ITC. If you have domestic content, you meet the domestic content requirements, you're still eligible for a 10% adder, and if you deploy that storage system in an energy community, you get an additional 10% adder on top of that. So …”

“Grid operators are benefiting from storage assets. That's just definitively true in all markets where storage has been deployed at scale, right? This stuff is working and it's helping to solve a lot of the problems that we have on the grid. And at the same tim…”

“We hit a new net load record in ERCOT because it was a hot day, and we had 10 gigawatts of batteries dispatch, and so prices never got above 250 bucks a megawatt hour”