U.S. battery storage installations hit a record 57.6 GWh in 2025, and Texas is now poised to surpass California as the nation's largest storage market in 2026. Electrek reports: According to the US Energy Storage Market Outlook Q1 2026 from the Solar Energy Industries Association (SEIA) and Benchmark Mineral Intelligence, installations are now four times higher than totals from just three years ago. The US had a total of 137 GWh of utility-scale storage installed as of 2025, plus 19 GWh of commercial and industrial systems and 9 GWh of residential storage. Analysts expect the growth streak to continue. More than 600 GWh of energy storage is projected to be deployed nationwide by 2030, even as the Trump administration targets clean energy industries.

Two-thirds of utility-scale storage installed in 2025 was built in red states, including nine of the top 15 states for new installations. Texas is projected to surpass California as the country's largest battery storage market in 2026. Standalone battery projects accounted for nearly 30 GWh of new capacity in 2025, while solar-plus-storage installations made up about 20 GWh. Residential storage deployments reached 3.1 GWh last year, a 51% increase year-over-year. Analysts say virtual power plant programs in states such as Massachusetts, Texas, Arizona, and Illinois are helping drive adoption by reducing costs and easing strain during peak demand periods.

The supply chain is shifting to support the boom. In 2025, some battery cell manufacturers pivoted production from EV batteries to dedicated stationary storage cells, converting existing lines and adjusting future plans. Lithium-ion cell manufacturing for stationary storage reached more than 21 GWh in 2025, enough to power Houston overnight, according to SEIA's Solar and Storage Supply Chain Dashboard. Meanwhile, US factories now have the capacity to manufacture 69.4 GWh of battery energy storage systems annually.

Renew Home says they're building a "virtual power plant" in Texas by "enabling homes to easily reduce and shift the timing of energy use." Thursday they announced a 10-year project distributing hundreds of thousands of smart thermostats to customers of Texas-based power utility NRG Energy, starting next spring. (Bloomberg calls them "AI-enabled thermostats that use Alphabet Inc.'s Google Cloud technology.") The ultimate goal? "Create a nearly 1-gigawatt, AI-powered virtual power plant" — equivalent to 1.9 million solar panels, enough to power about 200,000 homes during peak demand.

One NRG executive touted the move as "cutting-edge, AI-driven solutions that will bolster grid resilience and contribute to a more sustainable future." [Residential virtual power plants] work by aggregating numerous, small-scale distributed energy resources like HVAC systems controlled by smart thermostats and home batteries and coordinating them to balance supply and demand... NRG, in partnership with Renew Home, plans to offer Vivint and Nest smart thermostats, including professional installation, at no cost to eligible customers across NRG's retail electricity providers and plans. These advanced thermostats make subtle automatic HVAC adjustments to help customers shift their energy use to times when electricity is less constrained, less expensive, and cleaner... Over time, the parties expect to add devices like batteries and electric vehicles to the virtual power plant, expanding energy savings opportunities for customers...

Through the use of Google Cloud's data, analytics, and AI technology, NRG will be able to do things like better predict weather conditions, forecast wind and solar generation output, and create predictive pricing models, allowing for more efficient production and ultimately ensuring the home energy experience is seamless for customers.
Google Cloud will also offer "its AI and machine learning to determine the best time to cool or heat homes," reports Bloomberg, "based on a household's energy usage patterns and ambient temperatures."

It was less than a year ago that Renew Home was formed when Google spun off the load-shifting service for its "Google Nest" thermostats, which merged with load-shift management startup OhmConnect. Bloomberg describes this week's announcement as "Three of the biggest names in US home energy automation... coming together to offer some relief to the beleaguered Texas electrical grid."

But they point out that 1 gigawatt is roughly 1% of the record summer demand seen in Texas this year. Still, "The entire industry has been built to serve the peak load on the hottest day of the year," said Rasesh Patel, president of NRG's consumer unit. "This allows us to be a lot more smarter about demand in shaving the peak."

While Amazon, Google, and other companies build new data centers — sometimes for their AI projects — parts of America "are facing higher electric bills," reports the Washington Post: The facilities' extraordinary demand for electricity to power and cool computers inside can drive up the price local utilities pay for energy and require significant improvements to electric grid transmission systems. As a result, costs have already begun going up for customers — or are about to in the near future, according to utility planning documents and energy industry analysts. Some regulators are concerned that the tech companies aren't paying their fair share, while leaving customers from homeowners to small businesses on the hook. In Oregon, electric utilities are warning regulators that consumers need protections from rising rates caused by data centers. From Virginia to Ohio and South Carolina, companies are battling over the extent of their responsibility for increases, attempting to fend off anger from customers. In the Mid-Atlantic, the regional power grid's energy costs shot up dramatically, and data centers are cited as among root causes of rate increases of up to 20 percent expected in 2025...

The tech firms and several of the power companies serving them strongly deny they are burdening others. They say higher utility bills are paying for overdue improvements to the power grid that benefit all customers. In some cases, they said in response to criticism from consumer and business advocates that they are committed to covering additional costs. But regulators — and even some utilities — are growing skeptical.

A jarring example of fallout on consumers is playing out on the Mid-Atlantic regional power grid, called PJM Interconnection, which serves 13 states and D.C. The recent auction to secure power for the grid during periods of extreme weather and high demand resulted in an 800 percent jump in the price that the grid's member utilities had to pay. The impact will be felt by millions by the spring, according to public records. Power bills will increase as much as 20 percent for customers of a dozen utilities in Maryland, Ohio, Pennsylvania, New Jersey and West Virginia, regulatory filings show. That includes households in the Baltimore area, where annual bills will increase an average of $192, said Maryland People's Counsel David Lapp, a state appointee who monitors utilities. The next auction, in 2025, could be more painful, Lapp said, leaving customers potentially "looking at increases of as much as $40 to $50 a month...."

Advocates cite another source of cost-shifting onto consumers: discounted rates that power companies and local government officials use to entice tech companies to build data centers... Google worked out a deal with Dominion Energy, blessed by regulators, to pay 6 cents per kilowatt hour for its power. That is less than half of what residential customers pay, as well as substantially less than is paid by businesses...
The article points out that in Pennsylvania, "Amazon's novel plan to fuel a data center from a reactor at the nearby Susquehanna nuclear plant is now in jeopardy, after regulators blocked it Friday. They cited potential impact on consumers as among their concerns. The plan threatens to leave other ratepayers stuck with a bill of $50 million to $140 million, according to testimony from [power utility] AEP and utility conglomerate Exelon."

And meanwhile, one Virginia retiree complained about a proposed $54 million transmission line and substation for an Amazon data center. "They are already making money hand over fist, and now they want us to pay for this?

An anonymous reader quotes a report from the Washington Post: In sunny California, solar panels are everywhere. They sit in dry, desert landscapes in the Central Valley and are scattered over rooftops in Los Angeles's urban center. By last count, the state had nearly 47 gigawatts of solar power installed -- enough to power 13.9 million homes and provide over a quarter of the Golden State's electricity. But now, the state and its grid operator are grappling with a strange reality: There is so much solar on the grid that, on sunny spring days when there's not as much demand, electricity prices go negative. Gigawatts of solar are "curtailed" -- essentially, thrown away. In response, California has cut back incentives for rooftop solar and slowed the pace of installing panels. But the diminishing economic returns may slow the development of solar in a state that has tried to move to renewable energy. And as other states build more and more solar plants of their own, they may soon face the same problems.

Curtailing solar isn't technically difficult -- according to Paul Denholm, senior research fellow at the National Renewable Energy Laboratory, it's equivalent to flipping a switch for grid operators. But throwing away free power raises electricity prices. It has also undercut the benefits of installing rooftop solar. Since the 1990s, California has been paying owners of rooftop solar panels when they export their energy to the grid. That meant that rooftop solar owners got $0.20 to $0.30 for each kilowatt-hour of electricity that they dispatched. But a year ago, the state changed this system, known as "net-metering," and now only compensates new solar panel owners for how much their power is worth to the grid. In the spring, when the duck curve is deepest, that number can dip close to zero. Customers can get more money back if they install batteries and provide power to the grid in the early evening or morning.

The change has sparked a huge backlash from Californians and rooftop solar companies, which say that their businesses are flagging. Indeed, Wood Mackenzie predicts that California residential solar installations in 2024 will fall by around 40 percent. Some state politicians are now trying to reverse the rule. "Under the CPUC's leadership California is responsible for the largest loss of solar jobs in our nation's history," Bernadette del Chiaro, the executive director of the California Solar and Storage Association, said in a statement referring to California's public utility commission. But experts say that it reflects how the economics of solar are changing in a state that has gone all-in on the technology. [...] To cope, [California's grid operator, known as CAISO] is selling some excess power to nearby states; California is also planning to install additional storage and batteries to hold solar power until later in the afternoon. Transmission lines that can carry electricity to nearby regions will also help -- some of the lost power comes from regions where there simply aren't enough power lines to carry a sudden burst of solar. Denholm says the state is starting to take the steps needed to deal with the glut. "There are fundamental limits to how much solar we can put on the grid before you start needing a lot of storage," Denholm said. "You can't just sit around and do nothing." Further reading: The Energy Institute discusses this problem in a recent blog post.

Since 2020, the residential electricity rates in California have risen by as much as 40% after adjusting for inflation. While there's been "a lot of finger-pointing about the cause of these increases," the authors note that the impact on rates is multiplied when customers install their own generation and buy fewer kilowatts-hours from the grid because those households "contribute less towards all the fixed costs in the system." These fixed costs include: vegetation management, grid hardening, distribution line undergrounding, EV charging stations, subsidies for low income customers, energy efficiency programs, and the poles and wires that we all rely on whether we are taking electricity off the grid or putting it onto the grid from our rooftop PV systems.

"Since those fixed costs still need to be paid, rates go up, shifting costs onto the kWhs still being bought from the grid."

schwit1 shared an article from Reason's "Volokh Conspiracy" blog: Nature's Little Recyclers is a father-son business that does composting on empty residential lots, transforming organic waste into nutrient-rich soil. Last year, the business's worms processed 10 tons of banana peels and cups from the Chicago Marathon that would otherwise have gone to a landfill. But Chicago officials are going to shut the business down -- and not because the city doesn't think composting is a good thing (the city's sustainability website directs people to Nature's Little Recyclers). Rather, the city's business and zoning regulations weren't designed to accommodate small and innovative operations like Nature's Little Recyclers.
"None of these operations met the criteria for garden composting or an on-site organic waste composting operation," said Anel Ruiz, spokesperson for the Department of Public Health, in a statement to Block Club Chicago, adding "Further, these sites are not properly zoned for commercial composting."

But another perspective was shared by lawyer Amy Hermalik, associate director of the Institute for Justice Clinic on Entrepreneurship at the University of Chicago. "The city will unofficially imply there's wiggle room, saying it only enforces certain ordinances against 'bad operators,' but that leaves businesses subject to shifting political winds or personal whims, Hermalik said. 'They [the city] have an incredible amount of power to do as they please.'"

An anonymous reader quotes a report from Phys.Org: Coal is the primary fuel source for Midwest electric utilities. Michigan Technological University researchers found that increasing renewable and distributed generation energy sources can save Michigan electric consumers money. As renewable energy technologies and access to distributed generation like residential solar panels improve, consumer costs for electricity decrease. Making electricity for yourself with solar has become more affordable than traditional electricity fuel sources like coal. However, as three Michigan Tech researchers contend in a new study, while utility fuel mixes are slowly shifting away from fossil fuels toward renewable sources, Michigan utilities, and U.S. utilities broadly, continue a relationship with fossil fuels that is detrimental to their customers.

In the paper, Prehoda and co-authors Joshua M. Pearce, Richard Witte Endowed Professor of Materials Science and Engineering, and Chelsea Schelly, associate professor of sociology, note that in the U.S., "70 percent of coal plants run at a higher cost than new renewable energy and by 2030 all of them will." The researchers provide a breakdown of savings per kilowatt hour by county that Michigan residents could achieve if they produce their own electricity with solar photovoltaic panels. The most significant impacts of distributed generation with solar are in the Upper Peninsula, where residential customers could see savings of approximately 7 cents per kilowatt hour. Assuming the average residential consumer uses 600 kilowatt hours of electricity monthly, this is a savings of $42 per utility bill. Downstate, the average savings per utility bill under the researchers' model is approximately $30 monthly. However, not all Michigan consumers can take advantage of the opportunity to self-generate, as some utilities are blocking additional net-metered distributed generation in their areas. The study has been published in the journal Energies.

Tesla founder and CEO Elon Musk today unveiled the "residential roof" -- pegged as a roofing replacement -- with solar energy gathering powers. Unlike other solar systems which must be mounted on top of a traditional roof, these new panels are actually integrated within glass roof tiles, replacing a home's roof, Musk said. And because they're made of glass, Musk says they will last "quasi indefinitely," even in harsh conditions where snow and ice make short work of traditional asphalt shingles. Musk said that 50 years of lifespan should be no problem, and they offer efficiency that is 98 percent as good as a traditional, ugly photovoltaic panel. From a report on The Verge: There are a number of different versions of solar panels: Textured Glass Tile, Slate Glass Tile, Tuscan Glass Tile, and Smooth Glass Tile. Tesla says its glass tiles are much more durable than conventional roof tile -- something that's important in areas with risk of hail.The products are a "joint collaboration" between SolarCity and Tesla, according to SolarCity CEO Lyndon Rive. Tesla is attempting to acquire SolarCity for $2.6 billion and shareholders of both companies will vote on the proposed acquisition in the middle of November. The Powerwall 2 can store 14 kWh of energy, with a 5 kW continuous power draw, and 7 kW peak. The battery is warranted for unlimited power cycles for up to 10 years. It can be floor or wall mounted, inside or outside. It can be used for load shifting or back-up power. Musk says there are three parts to the solar energy solution: generation (solar panels), storage (batteries), and transportation (electric cars). Musk's plan is to sell all three of those products through Tesla.