US Battery Energy Storage Industry Report Forecasts Investment Growth from $23.24 Billion (2025) to $45.42 Billion by 2035, Profiling Tesla, Generac, Wärtsilä, Ameresco & Schneider Electric

What happened: ResearchAndMarkets added a report forecasting US battery energy storage capex growth from $23.24 billion in 2025 to $45.42 billion by 2035, with Tesla named the leading participant across BESS categories. Key numbers: Total capex $23.24B (2025) to $45.42B (2035). Grid-scale $17.50B to $30.99B at 5.9% CAGR. C&I $0.37B to $3.90B at 26.5% CAGR. Why it matters: The report states investment is expected to reach another record level in 2026 despite federal policy uncertainty, permitting complexity, and supply-chain constraints, with C&I storage the fastest-growing segment. Market: +4.1% today ($21.82), -28.9% YTD — as of 15:18 UTC

ResearchAndMarkets added a report forecasting US battery energy storage capex growth from $23.24 billion in 2025 to $45.42 billion by 2035, with Tesla named the leading participant across BESS categories.

The report states investment is expected to reach another record level in 2026 despite federal policy uncertainty, permitting complexity, and supply-chain constraints, with C&I storage the fastest-growing segment. Market: +4.1% today ($21.82), -28.9% YTD — as of 15:18 UTC