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Free Report: How Grid Transformations Are Reshaping U.S. Power Markets

Explore 2025’s renewable energy trends, grid-scale storage buildout, and interconnection challenges shaping tomorrow’s energy landscape.

Reshaping the Grid - Cover Page

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A Once-Predictable Demand Curve Has Been Upended

AI-driven data centers, crypto mining, and new industrial loads are driving record electricity demand — while solar and grid-scale battery storage reshape supply. Transmission constraints and interconnection delays are creating both opportunity and risk.

The result? A grid transformation unlike any we’ve seen to date. This white paper breaks down how demand, generation, and infrastructure are transforming – and renewable energy trends you should watch in 2026.

Inside the Report

  • Interconnection Queues: What 2,300+ GW of queued generation and grid-scale storage mean for siting and investment.

  • Battery Storage Momentum: How leading markets like ERCOT and CAISO are leading grid-scale dispatch innovation.

  • Renewable Energy Trends 2025: Why solar and storage will dominate capacity growth.

  • Market Implications by Role: How utilities, IPPs, developers, and traders are adapting to congestion and policy shifts.

  • Outlook for 2026: Long-duration storage, reliability standards, and siting trends shaping the grid's next phase.
Figure 3. Data Center HotSpot
figure1_us_electricity_consumption

Annual US battery storage additions, 2015-2025F (GW)

Excerpt on Renewable Energy Trends 2025

“Battery storage: The US added 10.4 GW of utility-scale battery capacity in 2024, bringing cumulative storage to >26 GW by year-end, a 66% jump. Developers report plans to add ~19.6 GW more in 2025.


Capacity additions skew to solar and storage: EIA expects ~63 GW of new capacity in 2025, ~81% from solar plus batteries (after a record 30 GW utility-scale solar added in 2024)."

ADDITIONAL ERCOT INSIGHTS

ERCOT's Battery Storage Boom: A Strategic Opportunity for Utilities, IPPs, and Developers
ERCOT's Battery Storage Boom: A Strategic Opportunity for Utilities, IPPs, and Developers

ERCOT's Battery Storage Boom: A Strategic Opportunity for Utilities, IPPs, and Developers

Jun 20, 2025 8 to read
Still Not Modeling Your Energy Storage Projects? It Could Be Costing You Millions
Still Not Modeling Your Energy Storage Projects? It Could Be Costing You Millions

Still Not Modeling Your Energy Storage Projects? It Could Be Costing You Millions

Jul 18, 2025 4 to read
Modeling for Uncertainty During Changing US Energy Regulations
Modeling for Uncertainty During Changing US Energy Regulations

Modeling for Uncertainty During Changing US Energy Regulations

Aug 08, 2025 14 to read
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