US Battery Storage Buildout and Grid Constraints Highlighted by OSINT Data

Recent OSINT indicates a record increase in US grid‑scale battery storage in 2025, alongside rising grid bottlenecks and permitting delays, impacting energy infrastructure scaling and grid flexibility. The data underscores ongoing challenges in balancing storage deployment with transmission and congestion management.

OSINT reveals that US battery storage additions are expected to reach approximately 11 GW in 2025, raising total capacity to around 26 GW, while average project costs have plateaued and interconnection queues lengthen, affecting energy market liquidity and capacity expansion.

Over 70% of new US utility‑scale batteries are co‑located with solar, primarily in solar‑heavy regions, leaving wind‑dominated and load‑centered grids with fewer local flexibility assets, as indicated by recent data from the EIA.

ERCOT's grid‑scale battery capacity is approximately 17 GW, covering 15–20% of peak net load ramps, demonstrating how storage mitigates curtailment and price spikes but does not fully resolve transmission constraints, according to ERCOT market reports.

California reports over 4.5 TWh of curtailment of utility‑scale solar and wind from January to November 2025, up 15% YoY, despite more than 10 GW of batteries, indicating transmission limits and evening‑peak constraints are outpacing storage deployment, as per CAISO statistics.

US interconnection queues for storage exceed 500 GW, mainly hybrid solar+storage projects, with an average wait time of about 5 years in 2025, compared to 2 years in 2015, highlighting permitting and transmission bottlenecks that delay grid‑relieving capacity and exacerbate congestion risks, according to Lawrence Berkeley Lab data.

Turkey’s underground gas storage capacity is expanding from 1.7 to 8.5 bcm by 2030, with targeted storage of 20–25% of annual demand, reflecting how large seasonal gas storage projects are used as hedges against winter peak demand and blackout risk, as reported by BOTAŞ and Turkish Energy Ministry.

Turkey’s LNG regasification capacity has increased fivefold since 2016 to 161 million m³/day, supporting flexible winter gas‑fired power generation and energy security, according to recent Turkish energy infrastructure updates.

The dataset does not specify the detailed breakdown of transmission capacity constraints or the specific impact of permitting delays on individual projects beyond interconnection queue volumes and wait times.

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