Solar Market and Cost Analysis slide image

Solar Market and Cost Analysis

Energy Storage Installed (MWh) U.S. Energy Storage Installations by Market Segment (Energy Storage Association) The United States installed approximately 11.1 GWh (3.7 GW ac) of energy storage onto the electric grid in Q1-Q3 2022, +88% (+90%) y/y as a result of high levels of residential deployment and grid-scale deployment. - Grid-scale and residential storage installations were up 48% (26%) and 55% (44%) in Q2 2022 y/y respectively. Nonresidential storage had another lackluster quarter, installing only 26.6 MW ac' U.S. Energy Storage Installations by Market Segment 6,000 1,800 Grid-scale (MWh) Grid-scale (MW) 1,650 5,000 Nonresidential (MWh) ■Nonresidential (MW) 1,500 1,350 4,000 Residential (MWh) ■Residential (MW) 1,200 1,050 3,000 2,000 900 750 600 450 1,000 0 300 150 0 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2018 2019 2020 2021 2022 Wood Mackenzie's total outlook for 2022-2026 across all segments yielded an average upgrade of 108% compared to the Q3 forecast. - This was driven by new grid-scale project announcements and increased residential and nonresidential volumes in California due to the introduction of a community solar program and NEM 3.0. California again took the lead in all three categories in Q3 2022, installing nearly 20x more grid-scale capacity than the next nearest state (Texas). - Energy Storage Installed (MW) Puerto Rico, Arizona, and Texas also had record-breaking quarters for residential deployment. Florida 1%. Q1-Q3 2022 U.S. Energy Storage Installations by Region (11.1 GWh) Texas 14% California 71% Massachusetts 1% Other 8% Hawaii 2% Nevada 3% Note: Front-of-the-meter refers to all projects deployed on the utility side of the meter, regardless of size or ownership. Source: Wood Mackenzie Power & Renewables and Energy Storage Association, U.S. Energy Storage Monitor: Q4 2022. NREL 17
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