Batteries just broke another record in the US
Batteries just broke another record in the US
美国电池装机量再创纪录
EXECUTIVE SUMMARY 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. 执行摘要 根据一份最新报告，2026年第二季度，美国的电池装机量创下新纪录。总计20.2吉瓦时（GWh）的新增容量投入使用，足以满足约70万户家庭的日常用电需求。
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. 这一激增趋势使美国有望在2026年实现71吉瓦时的电池装机量，较去年增长20%。这种增长是由电池成本下降以及随着太阳能和陆上风能等可再生能源并网而产生的对储能容量的迫切需求共同推动的。
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. 大规模的公用事业级系统处于领先地位，它们贡献了本季度创纪录装机量的大部分。根据基准矿业情报（Benchmark Mineral Intelligence）和美国太阳能工业协会（Solar Energy Industries Association）发布的报告，在这一季度内，有七个新的吉瓦级电池项目（容量超过1吉瓦时）投入使用。
“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. “这确实归功于少数几个大型项目，”基准矿业情报的储能与能源主管Shan Tomouk表示。但所谓的“表后”（behind-the-meter）电池类别也有所增长，其中包括住宅和工业储能系统。这些项目通常比公用事业级装置规模小，且通常由房主或企业拥有和运营，而非公用事业公司或电力供应商。
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. 在表后电池类别中，数据中心处于领先地位，占商业领域新增电池的四分之三左右。但住宅电池市场出现了大幅放缓。这些系统通常安装在家庭中，用于存储太阳能电池板产生的电力，或在停电时作为备用电源。报告显示，预计2026年家庭安装量将比去年下降16%。Tomouk表示，这种下降主要是因为一项用于补贴家用电池系统的税收抵免政策在2025年到期了。
Home installations should recover by the end of the decade, he adds. And tax credits for nonresidential batteries have largely survived. Overall, batteries are a bright spot in energy right now. “This is one of the strong sectors in the US,” says Isshu Kikuma, an energy storage analyst at BloombergNEF, an energy consultancy. 他补充说，家庭安装量预计在本世纪末前会恢复。此外，针对非住宅电池的税收抵免政策基本得以保留。总体而言，电池目前是能源领域的一个亮点。能源咨询公司彭博新能源财经（BloombergNEF）的储能分析师Isshu Kikuma表示：“这是美国目前表现强劲的行业之一。”
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. Tariffs were already pushing the US energy storage industry toward domestic production. And beginning this year, energy storage tax credits required projects to limit their reliance on batteries imported from China. 随着电池市场的持续增长，一个值得关注的主要趋势是向美国本土制造技术的转变。目前，几乎所有投入使用的系统都使用中国制造的电芯，尽管其中一些是在美国组装成完整的储能系统。关税政策已经在推动美国储能行业转向本土生产。从今年开始，储能税收抵免政策要求项目限制对中国进口电池的依赖。
There’s a lot of manufacturing capacity set to come online in the US, though these factories probably won’t be able to meet demand until at least 2030 or so, Tomouk says, so prices could tick up. Tomouk表示，美国有大量制造产能即将上线，但这些工厂可能至少要到2030年左右才能满足需求，因此价格可能会有所上涨。