Battery Storage — Fleet & Pipeline Analysis

Key Finding: The US battery storage interconnection queue indicates a robust future growth trajectory with 2,072 projects totaling 412.7 GW, significantly exceeding the currently operational fleet capacity.

Overview of Queue Project Specifics

The interconnection queue for battery storage is substantial, reflecting strong developer interest and anticipated expansion of this technology across the US power grid.

• Total Projects: 2,072 projects are currently in the queue.
• Total Capacity: These projects represent a combined capacity of 412.7 GW.
• Project Status: The vast majority, 1,947 projects, are listed as active, suggesting high potential for development, while 125 projects are suspended.
• Largest Projects: Oregon features prominently with several large-scale proposals:
• null (OR): 3,600 MW, Battery, active
• null (OR): 1,800 MW, Battery, active
• null (OR): 1,300 MW, Battery, active (three distinct projects of this size in OR)

Implications for Future Growth

The significant capacity observed in the interconnection queue underscores a substantial expected build-out for battery storage, dwarfing the operational fleet's current total of 194.4 GW.

1. The largest proposed project, 3,600 MW in Oregon, alone represents nearly 1.8% of the entire current operational fleet's capacity.
2. The combined "null" projects in Oregon (three at 1,300 MW, one at 1,800 MW, and one at 3,600 MW) total 9,300 MW, highlighting a potential regional concentration of significant battery storage development.
3. All **