by Julian Spector
April 12, 2018

I spend ample time talking about the U.S. storage industry, and now I’ve got some data to supply an ex post facto justification.

The U.S. leads the world not just in fast food and starting trade wars, but in deploying batteries for the electrical grid. Australia technically nudged ahead for megawatts deployed in 2017, but the U.S. installed more energy capacity.

That lead will only grow over the next five years, at which point the U.S. will have roughly double the capacity of runner-up China. That intel comes to us from a new global...