Kilambi News
Saturday, October 31, 2026

Solar additions increasingly arrive with battery storage

Commodities Saturday, October 31, 2026 - Updated Oct 31, 2026 07:10

More than 16 percent of new United States utility scale solar capacity added this year is co-located with operable battery storage, the EIA reported, up from 2 percent in 2017.

Why it matters: Developers are building the battery with the panel from the start, and reported plans put the co-located share above 30 percent for 2027 and 2028, which changes solar from a midday only resource into dispatchable capacity in the Southwest markets where it is concentrated.

Data as of EIA Today in Energy analysis of October 30, 2026, read in full; underlying data from EIA-860M, Monthly Update to the Annual Electric Generator Report, through September 2026. Primary source: the EIA release itself.

Utility scale solar developers are increasingly co-locating battery storage with new solar photovoltaic capacity, the Energy Information Administration reported on Friday. As of September 2026, over 16 percent of new utility scale solar capacity added this year is co-located with operable battery storage, compared with 2 percent in 2017, according to data reported to the EIA by operators.

Reported plans for solar additions scheduled to come online in the last three months of this year show that the share with co-located battery storage could increase to 19 percent this year. Longer term plans indicate the trend will continue, with the portion increasing to more than 30 percent in plans submitted for 2027 and 2028.

When operators co-locate storage with solar, they can direct output to the grid or to the battery depending on wholesale prices. Wholesale prices in regions with large solar participation tend to fall when solar contributions are high and rise as they decrease, so plants with both can manage their combined output to maximise value.

Southwest states have higher than average solar shares and higher levels of co-location. As of September, 13 percent of total United States utility scale generating capacity is solar photovoltaic, and 18 percent of that is co-located with battery storage. The share in California, Arizona, New Mexico and Nevada is more than double the national average.

Sources

  1. The share of solar generation with co-located battery storage is increasing - U.S. Energy Information Administration - 2026-10-30