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US energy storage hits record 9.7 GWh in first quarter

US developers installed a record 9.7 gigawatt-hours of storage in the first quarter. Demand from AI data centers drove growth despite federal permitting hurdles.

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United States developers installed 9.7 gigawatt-hours of energy storage in the first quarter of 2026, a record for the period. Capacity grew 32% year-over-year despite federal policy shifts slowing clean energy development. Rising AI power demand from data centers and volatile electricity prices are driving this rapid infrastructure expansion.

AI and Grid Volatility Drive Demand
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