NextEra's Battery Storage Record Signals Utility Demand Shift Away From Solar
NextEra Energy Resources contracted 1.3 GW of battery storage in Q1 2026, setting a company record and revealing utilities are now driving grid storage adoption over hyperscalers, with prices rising $20/MWh.
NextEra Bets the Utility on Battery Storage, Not Solar
NextEra Energy Resources signed 1.3 GW of battery storage contracts in Q1 2026 alone, repositioning storage as its primary growth engine ahead of solar through 2032.