The BESS market is doing OK in the US. Politicians will come and go but the fundamentals of BESS are solid, so I don't see why the installed base won't keep increasing in the US.
> During the first six months of 2026, operators added another 8.3 GW of battery storage capacity, reaching nearly 52 GW of nameplate battery storage capacity
Battery storage capacity averaged 70% growth over the last three years - https://www.eia.gov/todayinenergy/detail.php?id=67925
> During the first six months of 2026, operators added another 8.3 GW of battery storage capacity, reaching nearly 52 GW of nameplate battery storage capacity