The July 2026 release lifts the near-term battery pipeline to 22.8 GW by 2030, around 3 GW above April

NEM utility-scale BESS installed capacity (GW)
April 2026 release
July 2026 release
Source: Modo Energy BESS Tracker, CIS, LTESA
Note: Projections based on asset pipeline conviction scoring with CIS and LTESA status adjustments.
MODOENERGY