SEIA and Benchmark Forecast Data Centers Will Absorb 83% of Behind-the-Meter Commercial Storage by 2030
SEIA/Benchmark Q1 2026 forecast projects data centers absorbing 83% of behind-the-meter C&I storage by 2030, splitting the commercial storage category in two
Hunan Yuneng Commits $3.5 Billion to LFP Cathode as a Non-China Battery Base Builds in Parallel
Hunan Yuneng's $3.5B LFP cathode expansion against a diversifying non-China cell base, and why the cathode layer keeps the US-China price gap structural under FEOC
FirstEnergy's Ohio Data Center Tariff Sets an 85 Percent Minimum-Demand Floor and Writes Rules for Behind-the-Meter Self-Supply
FirstEnergy Ohio's proposed data center tariff sets an 85% minimum-billing-demand floor and writes explicit rules for behind-the-meter self-supply, a mechanism that caps how much a battery can cut a large customer's bill
FEOC Recapture Keeps the Battery Tax Credit at Risk for a Decade, Reaching Warranty and Service Contracts
FEOC recapture keeps the battery ITC exposed for ten years and reaches warranty and service contracts, not just cell procurement
Amazon Is Underwriting a North American Battery Maker With Equity Warrants Instead of a Purchase Order
Amazon's warrant-linked battery deal with Electrovaya and the corporate-offtake model for financing domestic US cell manufacturing
Minnesota Approved a Utility-Owned Distributed Battery Fleet. Clean-Energy Groups Say Ratepayers Carry the Risk
Xcel Minnesota's utility-owned distributed battery program and the dispute over who should own distribution-level storage
PGE Isolated Data Center Costs, and Its Commercial Power Rates Fell 2.1 Percent
PGE Schedule 96 large-load tariff cuts commercial rates 2.1% by isolating data center costs, testing the data-center-raises-demand-charges thesis