Australia awards 4.2 GW battery storage in single tender round
Australian government selects 15 lithium-ion battery projects totaling 4.2 GW and 16.1 GWh in Capacity Investment Scheme Tender 8, unlocking AU$6B in private investment and establishing battery storage as the only viable dispatchable technology under long-term revenue guarantees.
U.S. battery makers commit $85B to domestic-only grid storage
American Clean Power Association announced a fivefold increase in battery storage investments totaling $85 billion, conditioning the push on streamlined permitting and protective trade policy.
Form Energy Secures 12 GWh Iron-Air Deal With Crusoe for AI Data Centers
Form Energy and Crusoe announced a 12 GWh iron-air battery agreement on March 24, 2026, establishing a direct-to-data-center supply model that bypasses traditional utility offtake structures.
DOE Closes $26.5B Southern Company Loan, Largest in Agency History
The DOE closed a $26.5 billion loan to Georgia Power and Alabama Power — the largest in agency history — to fund 16+ GW of mixed capacity across 200+ projects as data center load surges.
EIA Confirms Record 17% Wind-Solar Share; 86 GW Planned for 2026
The EIA's March 24, 2026 Electric Power Monthly confirms wind and solar hit a record 17% of U.S. generation in 2025, with 86 GW of new capacity planned for 2026 — the largest single-year pipeline in over two decades.
Form Energy's 30 GWh Iron-Air Battery Resets Long-Duration Storage
Minnesota's PUC tariff vote, expected by mid-May 2026, is the regulatory gate for the Xcel-Google-Form Energy 300 MW / 30 GWh iron-air battery — the largest announced storage project by energy capacity in history.