The Duck Curve#energy storage
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Tesla Q3 2026: 486,532 deliveries, 13.7 GWh of storage, no Semi figure
Tesla said on October 2, 2026 that it delivered 486,532 vehicles, 478,237 of them Model 3/Y, produced 464,391 and deployed 13.7 GWh of energy storage in the third quarter of 2026, against 12.5 GWh in Q3 2025. By The Duck Curve's arithmetic deliveries were down 2.1% from Q3 2025, which Tesla's October 2, 2025 release called a record for both deliveries and deployments; the release gives no figure for the Semi, a truck The Verge describes as in volume production as of April 2026, and scopes its vehicle production and delivery numbers to passenger vehicles sold to customers.
Antora plans 5.8 GWh thermal battery at Pratt Energy's Kansas biorefinery
Antora Energy said on October 1, 2026 that it will deploy a 5.8 GWh, multi-day thermal energy storage project at Pratt Energy's ethanol biorefinery in Pratt, Kansas, with deliveries under a long-term heat offtake agreement to start in 2027; Copenhagen Infrastructure Partners led the third-party equity financing, with Grok Ventures and University Pension Plan Ontario participating, and Antora expects over 100 construction and operations jobs. The release gives no dollar amount, contract term, megawatt rating, construction date, or electricity supplier.
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La Verne council ratifies local emergency over MWD battery fire
The La Verne City Council voted unanimously on September 29, 2026 to approve a local emergency over the September 22 fire at the Metropolitan Water District's Weymouth plant, CBS Los Angeles reported; the resolution ratifies the city manager's September 25 proclamation, continuing it until the council ends it, at the earliest possible date that conditions warrant. The city manager's incident-update report says the cause investigation is ongoing and expected to be lengthy and thorough; the city's bulletin at 8:30 PM September 29 says the modules remain isolated and prepared for removal.
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Northland's 80 MW Jurassic battery reaches commercial operation in Alberta
Northland Power said on September 29, 2026 that its 80 MW / 160 MWh Jurassic battery in Cypress County, Alberta has achieved commercial operations, calling it Alberta's largest battery storage facility, delivered ahead of schedule and under budget with a 15-year offtake agreement covering 100% of its capacity. The release names no cost or counterparty; Northland's April 9, 2025 financial-close release put the project cost at approximately $120 million. AESO registered the asset as Raptor Battery (RPT2), an 80 MW energy storage resource connecting effective April 24, 2026.
Australia added 276,011 batteries and 1,894 MW of rooftop solar in H1 2026
The Clean Energy Council said on September 29, 2026 that 180,878 rooftop solar systems (1,894 MW) and 276,011 batteries were installed in Australia in the first half of 2026, counted from applications to the Clean Energy Regulator including some still under review; solar installations rose 35 per cent on the first half of 2025, batteries 52 per cent on the preceding six months, and the Cheaper Home Batteries Program's first twelve months reached 457,439 batteries and 12.9 GWh.
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LG Energy Solution to give B2U battery priority as both explore US storage
LG Energy Solution said in a September 22, 2026 release that its agreement with B2U Storage Solutions will give B2U priority access to battery capacity and let the partners explore opportunities in the US battery energy storage market, with B2U's patented technologies repurposing LG Energy Solution batteries for grid-scale storage aimed at buyers including utilities, energy storage developers and data centers. Beyond an aim of "gigawatt-hours", the partnership terms give no volume, price, site or date; B2U said on September 9, 2026 it operates roughly 100 MWh using repurposed EV batteries.
La Verne lifts evacuations after battery fire at MWD's Weymouth plant
The City of La Verne said on September 25, 2026 that all evacuation orders from the September 22 lithium battery explosion and fire at the Metropolitan Water District's Weymouth Water Treatment Plant had been lifted after crews removed the modules overnight. The city says two 250-kilowatt units serving a solar farm were involved, one burned and the second overheated; its September 25 summaries put air monitoring in the normal range; the packs are expected off site within 3 to 5 days of September 25, pending materials; MWD then leads the investigation; the City Council meets September 29.
NineDot cuts ribbon on Bronx site it says will deliver nearly 20 MW
NineDot Energy said in a September 24, 2026 release that it cut the ribbon the previous day on a Hunts Point, Bronx battery storage site it calls its largest, which it says will be fully operational for summer 2027 and deliver nearly 20 MW to the local community, enough by its account for nearly 20,000 homes during peak grid hours. NineDot's projects page, read September 25, 2026, lists the site as under construction; NYSERDA's incentive dataset, as of September 4, 2026, carries four approved Retail Storage applications on Casanova Street totalling 19,584 kW AC and 78,336 kWh by our addition.
NVIDIA opens DSX Ready battery qualification for AI factories, names three
NVIDIA said on September 21, 2026 that it is introducing DSX Ready, a qualification program for partner products that meet applicable NVIDIA DSX AI factory reference design requirements, starting with batteries and cooling units. At launch it lists qualified BESS solutions from Hitachi Energy, LG Energy Solution and Tesla. Its BESS self-qualification guideline sets the boundary at the AC terminals and defines twelve partner-run tests, including ride-through, black start and AI load buffering, that NVIDIA reviews and approves; the guideline says passing does not imply site-level stability.
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Energy Vault buys Goshe's 15 US battery development projects, over 2.3 GW
Energy Vault Holdings said on September 22, 2026 it acquired approximately 2.3+ GW of US battery storage development projects from Goshe Energy Storage; no price was given. Two anchor projects of 150 MW and 200 MW, which the release calls ready to build, are expected online in Q1 2028 with about $30 million of combined annual run-rate EBITDA. Energy Vault says it secured an up-to-$40 million S2G facility while the release's forward-looking statements refer to transferring Goshe's existing S2G facility; it says Goshe's leadership and development professionals are joining.
Massachusetts awards over $40M for storage at schools, housing and a resort
The Massachusetts Department of Energy Resources said on September 18, 2026 that its Advancing Massachusetts Power grant program awarded funding to 36 projects: 28 planned resilience batteries at schools, housing and other critical facilities, which DOER says will add roughly 10 megawatts, or 44 megawatt hours; six safety and education grants; and two planned long-duration projects, a 4 MW / 80 MWh Inlyte sodium-iron chloride battery at Berkshire East in Charlemont and a 0.24 MW / 2.4 MWh Eos zinc battery at an apartment complex in Medford. The listed awards sum to $40,315,189.
First six Megapacks installed at Hawaiian Electric's 40 MW Waena battery
Hawaiian Electric said on September 21, 2026 that the first six of 54 Tesla Megapacks are installed at its Waena Battery Energy Storage System on Maui, a 40 MW / 160 MWh system it says will be the island's first standalone load-shifting battery and expects in service in 2027; HEI's June 30, 2026 quarterly report lists a guaranteed commercial operation date of November 30, 2026. Final PUC approval came December 22, 2023 in Docket 2020-0132, per the utility's development-team page; HEI's filings put the approved estimate at $82.1 million against $60.0 million in the 2020 application.
Google-sponsored pilot charged and discharged 9.2 GWh at esVolta batteries
Quintrace, esVolta and LevelTen Energy announced on September 17, 2026 the results of a Google-sponsored pilot in which esVolta's Anole (240 MW / 480 MWh) and Burksol (100 MW / 200 MWh) batteries in Texas charged and discharged a total of 9.2 GWh over three months in defined mid-day and evening windows, each hour verified by Quintrace against the EnergyTag standard. Google contracted to time-shift environmental attributes it already owned without tolling the batteries or taking merchant or dispatch risk; the release calls it the first environmental revenue stream for battery assets.
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Vistra reports new fire in Moss Landing 300 building's unburned batteries
Vistra says its personnel identified a flare-up at about 6 a.m. Pacific time on September 18, 2026 along the north wall of the Moss Landing 300 building, the building at its Moss Landing, California site that burned in January 2025. In a later, undated update the company says county officials report the fire inactive at this time, and that it believes about 1,200 of the roughly 5,000 unburned, still-charged modules inside ignited. CalMatters reported that Monterey County officials issued a shelter-in-place order and local authorities lifted it that afternoon.
Ember: coal power has stalled in 17 of the 26 Chinese regions it tracks
Ember's China Energy Transition Review 2026, published September 8, 2026, says coal generation plateaued or turned flat between 2021 and 2025 in 17 of the 26 provincial-level regions it tracks, together holding more than half of China's thermal capacity, and that thermal generation fell 0.7% in 2025 while electricity demand rose 5%. China's National Bureau of Statistics reports thermal generation down 0.7% and total coal consumption up 0.1% for 2025. Ember says battery storage overtook pumped hydro in installed capacity by the end of 2024 and grew 84% in 2025.
ENGIE's storage fleet reaches 10.7 GW operating or under construction
ENGIE said on September 4, 2026 that its storage portfolio in operation and under construction has reached 10.7 GW worldwide, counting batteries and pumped-storage hydropower, with 4.7 GW in Europe and 4.4 GW in the United States. July and August 2026 added 1.1 GW / 3.3 GWh of European battery projects across seven countries, led by a 758 MW / 2,156 MWh Polish portfolio assembled through two acquisitions and one adjacent development, scheduled for commissioning in 2028 and 2029.
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Bruegel: Europe's EVs hold 600 GWh, about ten times its stationary storage
Bruegel's European Clean Tech Atlas, published September 2, 2026, says 60 GWh of stationary battery storage had been connected to the European grid by 2024 and estimates 600 GWh of capacity in the EV fleet. Assuming away physical constraints, it says the stationary fleet could absorb or supply the grid's average output for about a quarter of an hour, and the vehicles, if all connected, hypothetically for almost two hours; SolarPower Europe's June 2026 outlook says 2025's additions took operational stationary capacity beyond 100 GWh.
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SB Energy IPO filing shows about 5.5 GWac of contracted solar and storage
SB Energy, Inc., the SoftBank-backed developer, filed a Form S-1 with the SEC dated August 31, 2026 and posted September 1 for a Nasdaq IPO under the symbol SBE. The filing describes a Standalone Power Contracted Portfolio of approximately 5.5 GWac of solar and battery storage, about 2.2 GWac of it operating, about $10 billion of power backlog, and about $430 billion of data center backlog from campuses leased to SoftBank and OpenAI, with the 8 GW-IT Ohio campus expected to be supported by the PJM transmission system and neighboring gas plants that SB Energy says it does not expect to own.
Google to buy from 86 MW solar and zinc storage project in West Virginia
MN8 Energy, Eos Energy Enterprises, and Google announced on September 2, 2026 that Google will purchase the energy, capacity, and clean energy attributes of MN8's Mammoth Solar project in Kanawha County, West Virginia: 86 MW of solar, 70 MW/280 MWh of lithium-ion storage, and 10 MW/100 MWh of Eos Z3 zinc-based long-duration storage on a reclaimed coal mine. MN8 expects the solar online in 2028, the lithium-ion in 2029, and the zinc system in 2030, and estimates up to $350 million in capital investment; the West Virginia PSC granted the project's siting certificate on November 24, 2025.
India drafts storage mandate for ground-mounted solar and onshore wind
India's Central Electricity Authority published a draft second amendment to its construction technical standards on September 3, 2026 that would require ground-mounted solar and onshore wind plants commissioned after July 1, 2027 to have co-located energy storage of at least 10% of installed capacity with a two-hour minimum duration, rising to four hours for plants commissioned between July 1, 2029 and June 30, 2031. Renewable plants commissioned after July 1, 2027 would also need grid-forming control on at least 15% of inverters; comments are due October 4, 2026.
East Point withdraws 125 MW Tewksbury battery over grid upgrade costs
Hillman Energy Center, East Point Energy's project company, moved on September 1, 2026 to withdraw its 125 MW / 500 MWh Tewksbury, Massachusetts battery from the Energy Facilities Siting Board (docket EFSB 26-02), saying ISO New England's Transitional Cluster Study left the project economically unviable. The study's final report lists $65.3 million of upgrades for the 125 MW queue position at the Tewksbury 115 kV substation; the board had approved the project on June 30, 2026 with what the motion counts as 104 conditions.
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Equinor's 100 MW Citrus Flatts battery starts merchant operations in ERCOT
East Point Energy, Equinor's wholly owned storage developer, has started operations at Citrus Flatts, a 100 MW / 200 MWh battery in Harlingen, Texas, Equinor announced on September 3, 2026. Equinor calls it its largest US storage project; the plant runs on a fully merchant basis in ERCOT, and the company says a four-project 80 MW / 160 MWh Virginia portfolio is on track for early 2027.
Duke Energy Florida turns a second grid battery into a community microgrid
Duke Energy Florida announced on August 31, 2026 that its 11 MW Trenton battery site in Gilchrist County was upgraded in the summer of 2026 to island from the grid and back up approximately 1,500 customers for up to four hours during outages. It is the second of the utility's six Florida battery sites with the capability, after Micanopy; in February 2025 Duke said its goal was for most of them to be able to island by 2026.
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SK On to supply 9 GWh of US-made LFP cells to NeoVolta Power
SK On signed a long-term agreement, announced August 31, 2026, to supply 9 GWh of US-produced LFP pouch battery cells to NeoVolta Power from 2027 through 2031 for storage products the release describes as aimed at utility-scale and commercial-and-industrial applications. The release discloses no value; Yonhap reports market estimates of about 1.5 trillion won (US$1.09 billion). A framework for a further 9 GWh of cells plus pack purchases by SK On would bring the partnership to 18 GWh.
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Shell completes sale of home battery maker sonnen to family office Tiven
Shell has completed the sale of German home battery and virtual power plant company sonnen to Tiven, a family office headquartered in Malta, confirming the deal in statements to trade outlets between August 24 and 28, 2026; neither company initially made a public announcement. Financial terms were not disclosed.
Ember: 2026 battery additions could shift over a third of new solar output
Ember's August 12, 2026 report finds solar met a record 10% of global electricity in H1 2026, over a quarter of demand at midday on the average day but near zero at night. Expected 2026 battery additions of 459 GWh, up 50% year over year, could shift up to 34% of new daily solar generation into non-sunny hours, based on H1 2026 solar growth.
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Jackery launches HomePower 1000 Plus V2 with up to 11 kWh expansion
Jackery announced the HomePower 1000 Plus V2 on August 27, 2026: an 1800 W portable power station with 1024 Wh of base capacity, expandable to up to 11 kWh with 2 kWh add-on batteries, at a $749 list price. The company claims an 80% AC recharge in 36 minutes and a switchover of 10 milliseconds or less for backup loads.
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Canadian Solar storage beats guidance, modules fall 60% year over year
Canadian Solar reported second-quarter 2026 results on August 27, 2026: battery storage shipments of 3.7 GWh exceeded guidance of 2.8 to 3.2 GWh and rose 73% year over year, while solar module shipments of 3.1 GW rose 25% from the first quarter but fell 60% year over year. Revenue was $1.2 billion, gross margin of 13.9% was within guidance but down sequentially, the net loss was $77 million, and Phase I of the company's HJT cell factory in Jeffersonville, Indiana held its ribbon-cutting in July 2026.
Trump declares bulk-power emergency, targets foreign grid equipment
President Trump signed Executive Order 14420 on August 26, 2026, declaring a national emergency over the US bulk-power system under IEEPA and authorizing the Energy Department to bar acquisition, import, or installation of foreign-produced grid equipment, including substation transformers, grid-connected inverters, and battery energy storage systems, when it finds both a tie to a Covered Foreign Entity and an undue security risk. The order directs implementing rules as needed within 120 days and also covers equipment already installed.
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PSE&G pays $5,000 toward home batteries in new VPP pilot
PSE&G launched the GridSmart Battery Program, announced August 26, 2026: a $5,000 incentive toward a qualifying home battery plus up to $25,000 in interest-free on-bill repayment. Participating systems may be called on during scheduled GridSmart Battery Events under the utility's residential virtual power plant pilot in New Jersey; the release names no megawatt target or program size.