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#Energy Storage/BESS

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Oct 5Mon
  1. pv magazine USA18

    pv magazine USA commentary: U.S. project requirements are shaping sodium-ion battery specifications

    In a pv magazine USA commentary, ESS Inc. Chief Commercial Officer Randy Selesky writes that domestic content thresholds, foreign-entity-of-concern restrictions and Executive Order 14421 are driving U.S. developers to trace cell origin, cathode and anode material sourcing, cell finishing and system integration locations, and corporate ownership across the supply chain. He says sodium-ion has a structural advantage because it avoids concentrated lithium, nickel, cobalt and manganese supply chains, and that UL 9540A test data at the cell, module, unit and installation levels drives deflagration venting, suppression sizing, setbacks and fire service response plans.

Oct 2Fri
  1. pv magazine USA22

    McKinsey report finds fragmented trade raises U.S. solar and storage costs

    McKinsey & Company's Global Energy Perspective 2026 finds that under its "Fragmented Energy Order" scenario, tariffs and trade restrictions raise U.S. clean-technology costs, with battery energy storage facing the largest premium among low-carbon assets at a 40% to 50% increase in capital expenditure, driven by cathode material tariffs, critical mineral bottlenecks and supply chain localization barriers. The report says broad duties on steel and aluminum add indirect capital costs to balance-of-system components, including aluminum frames, which it puts at roughly 14% of total solar panel production costs, and steel used in ground-mounted tracking and racking.

Sep 30Wed
  1. Utility Dive12

    Energy Vault tracks implementation of Trump executive order restricting foreign-made bulk power components

    Energy Vault Chief Revenue Officer Marco Terruzzin told Utility Dive that the energy storage company is closely following implementation of President Donald Trump's recent executive order restricting the use of foreign-made bulk power components and is assessing its impacts on a project-by-project basis as it diversifies its supply chain. The company said last week it would acquire a 2.3-GW development portfolio from Goshe Energy Storage, including 350 MW of ready-to-build capacity that could come online in early 2028, and secured up to $40 million in credit from S2G Investments to back development, construction and operation of that portfolio.

  2. Utility Dive20

    Utility Dive: Facilities use Section 48E investment tax credits for energy projects

    Utility Dive reports that facilities are using Section 48E federal investment tax credits to finance renewable and storage projects, citing a Colorado hospital that expects $4 million to $8 million in credits on a $65 million project. The article says the One Big Beautiful Bill Act cut the credit for several technologies, but solar remains eligible when paired with battery storage and geothermal credits were left in place, and that nonprofits and public facilities receive the benefit as a direct Treasury payment while private companies can sell credits at roughly 85 to 93 cents on the dollar.