根据一份最新报告，2026年第二季度，美国电池储能装机容量创下新高，新增容量达20.2吉瓦时（GWh），足以满足约70万户家庭的日用电需求。这一激增态势正推动美国全年新增容量达到71吉瓦时……
Battery installations hit a new record in the US in the second quarter of 2026. In total, 20.2 gigawatt-hours of new capacity came online, according to a new report. That’s enough to supply the daily electricity needs of about 700,000 homes. The surge is putting the country on a trajectory to see 71 gigawatt-hours of…
2026年第二季度，美国电池装机容量创下新高。一份最新报告显示，当季新增装机容量达20.2吉瓦时（GWh），足以满足约70万户家庭的日均用电需求。这一激增态势使美国2026年全年电池装机总量有望达到71吉瓦时，较上年增长20%。推动该增长的因素包括电池成本下降，以及随着太阳能和陆上风电等可再生能源持续接入电网，对储能容量的迫切需求日益上升。大规模、公用事业级（utility-scale）系统引领增长，贡献了本季度创纪录装机量的绝大部分。据Benchmark Mineral Intelligence与美国太阳能工业协会（SEIA）联合发布的报告，当季共有七座“吉瓦级”（gigascale）电池项目（即单个项目容量超过1吉瓦时）投入运行。 “实际主要归功于少数几个大型项目。”Benchmark Mineral Intelligence能源存储与能源业务主管Shan Tomouk表示。与此同时，“表后侧”（behind-the-meter）电池领域也实现了增长，该类别涵盖住宅及工商业储能系统。此类项目通常规模小于公用事业级系统，一般由业主或企业而非公用事业公司或电力供应商拥有并运营。在表后侧类别中，数据中心表现突出，占商业领域新增电池装机量的约四分之三；而住宅电池装机则显著放缓。这类系统通常安装于住宅中，用于储存光伏板所发电力，或在停电时作为备用电源。报告预计，2026年住宅电池装机量将较上年下降16%。Tomouk指出，这一下滑主因在于支持家用电池系统的税收抵扣政策已于2025年终止。他补充称，住宅电池装机有望在本十年末恢复增长；而非住宅类电池的税收抵扣政策则基本得以延续。 随着电池市场持续扩张，一个值得关注的重要趋势是向美国本土制造技术的转型。目前，几乎所有新投运系统所用的电芯均产自中国，尽管部分系统最终组装成完整储能设备是在美国完成。多家企业正开发新型提纯技术，有望释放此前被忽视的资源潜力。 我们暂时无法保存您的偏好设置。请尝试刷新本页面并再次更新。如仍持续收到此提示，请发送您希望订阅的新闻简报清单至 [email protected] 联系我们。
Battery installations hit a new record in the US in the second quarter of 2026. In total, 20.2 gigawatt-hours of new capacity came online, according to a new report. That’s enough to supply the daily electricity needs of about 700,000 homes. The surge is putting the country on a trajectory to see 71 gigawatt-hours of batteries installed in 2026, a 20% increase over last year. This growth is being driven by a combination of cheaper batteries and an urgent need for more energy storage capacity as renewables such as solar and onshore wind power are added to the grid. Massive, utility-scale systems are leading the way; they’re responsible for most of the record-setting quarter. Seven new gigascale battery installations (those with a capacity of over one gigawatt-hour) came online during the three-month stretch, according to the report, published by Benchmark Mineral Intelligence and the Solar Energy Industries Association. “It really came down to a handful of big projects,” says Shan Tomouk, energy storage and energy lead for Benchmark Mineral Intelligence. But there was also growth in the category of so-called behind-the-meter batteries, which include both residential and industrial battery storage systems. These projects, generally smaller than utility-scale installations, are typically owned and operated by homeowners or businesses rather than utilities or power providers. In the behind-the-meter category, data centers led the way, making up about three-quarters of new batteries in the commercial sector. But residential batteries saw a sharp slowdown. These systems are often installed in homes to store power from solar panels or serve as a backup source in case of a blackout. Home installations are projected to drop by 16% in 2026 compared with last year, according to the report. That drop happened largely because a tax credit that helped subsidize home battery systems ended in 2025, Tomouk says. Home installations should recover by the end of the decade, he adds. And tax credits for nonresidential batteries have largely survived. As the battery market continues to grow, one major trend to keep an eye on is a move toward US-made technology. Today, nearly all the systems coming online use cells made in China, though some are put together into complete energy storage systems in the US. Companies are developing new enrichment technology that could unlock previously overlooked resources. We’re having trouble saving your preferences. Try refreshing this page and updating them one more time. If you continue to get this message, reach out to us at [email protected] with a list of newsletters you’d like to receive.