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Power On: North America
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Report summary
Recent highlights from the North American power and renewables sector: headwinds for sodium-ion batteries, why DERs are entering prime time, new energy storage opportunities in Mexico
Table of contents
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Power On: Recent highlights from the North America power and renewables sector
- Executive summary
- 1. Data center stakeholders are making big bets on the viability of around-the-meter generation for large loads, but the model carries key operational and financial risks
- Figure 1. Number of sites with onsite generation and grid capacity of those sites served BTM
- Figure 1. Global ESS installations technology share
- 3 . DERs will play a central role in evolving the US grid into a new era of rapid demand growth
- Figure 2. US residential storage deployed by company, 2025
- 4 . Mexico's new storage regulations unlock revenue opportunities while simultaneously imposing rigid, systemic reliability mandates and long-term liabilities
- Figure 3. Mexico’s near-term utility-scale BESS capacity outlook and solar PV attachment rate
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