Solar Industry Update slide image

Solar Industry Update

Energy Storage Installed (MWh) • U.S. Energy Storage Installations by Market Segment The United States installed approximately 7.7 GWh (2.5 GWac) of energy storage onto the electric grid in H1 2023, +32% (+8%) y/y, as a result of growth in all sectors. - - Q2 2023 installations were the highest on record, despite contractions in the residential and CCI markets. In Q2 2023, California had its lowest residential storage installs since 2020. Grid-Scale (MWh) Wood Mackenzie reports that battery costs are declining from their late 2022 peak; however, labor and balance of plant costs are increasing. Lithium spot prices decreased, but transformer and inverter costs continue to rise. California continues to lead in the residential and utility-scale space, but other markets are developing as well, with 8 other states/territories installing more than 100 MWh in H1 2023. Colorado was the third-leading state thanks to two utility-scale projects installed in H1 2023. H1 2023 U.S. Energy Storage Installations by Region (7.7 GWh) U.S. Energy Storage Installations by Market Segment 6,000 5,000 ■CCI (MWh) 4,000 ■Residential (MWh) 3,000 ■Grid-Scale (MW) CCI (MW) 2,000 Residential (MW) 1,000 0 Q1Q2Q3Q4Q1Q2 Q3 Q4Q1 Q2 Q3 Q4Q1Q2 Q3 Q4Q1Q2 Q3 Q4Q1Q2 Q3 Q4Q1Q2 1,800 1,650 1,500 1,350 1,200 1,050 900 750 600 450 300 150 0 Energy Storage Installed (MW) Texas, 15% Colorado, 12% 2017 2018 2019 2020 2021 2022 2023 California, 47% Note: "Grid-scale" refers to all projects deployed on the utility side of the meter, regardless of size or ownership; "CCI" refers to "community-scale, commercial, and industrial." Source: Wood Mackenzie Power & Renewables and Energy Storage Association, U.S. Energy Storage Monitor: Q2 2023. NREL 18 Other, NY, 4% NV, 3% 3% AZ, NM, PR, 6% HI, 4% 3% 3%
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