Friday, January 23, 2026

TODAY'S LEAD: The nascent U.S. energy storage manufacturing sector gained a critical, albeit complex, lifeline as new Trump administration tariffs on Chinese battery components, effective January 1, 2026, coincided with an EV slowdown, potentially rerouting crucial supply to grid-scale projects while raising immediate cost concerns.

KEY DEVELOPMENTS

Trump Halts Puerto Rico Solar: The Trump administration canceled multi-million-dollar solar projects in Puerto Rico amid ongoing outages, impacting low-income families, according to. Read More: Renewable Energy World.
Washington Approves 1.2 GW Pumped Hydro: The Goldendale Energy Storage Project, a massive 1.2 GW pumped hydro facility in Washington State, secured a 50-year FERC operating license, a major win for grid stability on and. Read More: CleanTechnica, Power Magazine.
Ohio Activates 48MW Solar Project: Doral Renewables LLC brought online its 48 MW Great Bend Solar project in Meigs County, Ohio, delivering power to the PJM grid, reports. Read More: PV Magazine USA.
Noon Energy Demonstrates 100-Hour Storage: US startup Noon Energy unveiled an operational demonstration project for its novel energy storage technology, boasting over 100 hours of storage duration, states. Read More: Energy Storage News.
US Poised for 2030 Solar Goals: A McKinsey report indicates the US and Europe are on track to meet 2030 solar deployment targets due to ease of construction, but battery storage lags, according to. Read More: PV Magazine.

Solar & Storage

Utility-scale solar project deployment continues its unrelenting march, with Doral Renewables LLC activating its 48 MW Great Bend Solar project in Meigs County, Ohio. This marks the company's first operational solar asset in the state, expected to inject 92,514 MWh annually into the critical PJM grid, cementing Ohio's role in the regional energy transition, as detailed by. Read More: PV Magazine USA.

This steadfast progress underscores a new McKinsey and Company report suggesting the US and Europe remain likely to hit their ambitious 2030 solar deployment goals, despite current project pipeline imbalances. The report attributes this optimism to the relative ease and speed of solar project development, a stark contrast to the persistent challenges facing other clean energy sectors. However, it also delivered a warning: the battery energy storage system (BESS) pipeline, while growing, still falls short of levels required to meet 2030 targets.

The gap in BESS development highlighted by McKinsey could find an unexpected bridge in recent policy shifts. New tariffs imposed by the Trump administration on Chinese battery energy storage systems, alongside Foreign Entity of Concern (FEOC) restrictions, became effective January 1, 2026. These measures, combined with a broader EV market slowdown, could reroute critical battery capacity to the grid-scale storage sector, offering a potential lifeline to boost domestic energy storage manufacturing and supply chains, according to. This dynamic will profoundly redefine where and how BESS capacity is built and deployed in the coming years. Read More: Energy Storage News.

Indeed, grid-scale storage saw significant advancements today, beyond just policy. In a major win for long-duration energy storage, the Goldendale Energy Storage Project in Washington State received its 50-year operating license from FERC. This 1.2 GW pumped hydropower storage facility, developed by Rye Development and Copenhagen Infrastructure Partners on a former smelter site, represents a significant step for national renewable energy reliability, eliminating intermittency concerns for massive amounts of renewable generation, as reported by and. Read More: CleanTechnica, Power Magazine.

Further pushing the boundaries of storage technology, US startup Noon Energy unveiled its first operational demonstration project for a groundbreaking new energy storage system. This technology promises over 100 hours of storage duration – far exceeding current lithium-ion capabilities – potentially unlocking true multi-day baseload renewable power, a game-changer for grid resilience, noted. Read More: Energy Storage News.

Meanwhile, the demand side for clean energy continues to surge, particularly from the data center industry. Wisconsin, for instance, faces a growing influx of proposed data center projects, creating immense demand for electricity and water. Experts argue these facilities must be powered by clean energy sources like wind, solar, and battery storage to avoid locking in decades of stranded asset costs from gas plants and managing volatile fuel prices, as highlighted by the. This pressure from corporate off-takers will drive further utility-scale deployment in the Midwest. Read More: Wisconsin Examiner.

Beyond utility-scale solutions, residential energy storage also demonstrated its growing role in grid services. EG4 Electronics partnered with Leap to integrate residential battery systems into Leap's virtual power plant (VPP) platform. This collaboration offers homeowners new revenue streams by monetizing their stored power for grid services in various US markets, enhancing local reliability and distributed energy resource participation, according to. Read More: PV Magazine USA.

Wind Energy

While today's direct wind project news was light, the ongoing saga of transmission infrastructure continues to shape its future. NextEra Energy and Exelon are pressing forward with a proposed $1.7 billion, 765-kV power line across central Pennsylvania, a project that could potentially unlock vast amounts of wind and solar capacity for the PJM region. However, Pennsylvania's ratepayer advocate has raised significant concerns, fearing this could represent an overbuilding of new transmission infrastructure, ultimately burdening consumers with excessive costs, as reported by. This clash between infrastructure needs and cost control will be a defining battleground for future large-scale renewable development. Read More: Utility Dive.

Policy & Markets

The Trump administration delivered a significant setback to renewable energy development in Puerto Rico today, canceling multi-million-dollar solar projects. This decision, amidst persistent power outages plaguing the island, directly impacts low-income families who were slated to benefit from these resilience-boosting installations. The move raises serious questions about the administration's commitment to grid modernization and energy justice in US territories, a critical issue highlighted by. Read More: Renewable Energy World.

On the state level, Iowa's energy policy is facing intense scrutiny. An energy bill moving through the House is drawing concern from utilities and ratepayer groups over proposed changes to ratemaking principles. The legislation aims to broaden the scope of projects eligible for advanced cost recovery, including nuclear energy and energy storage. Stakeholders warn that these changes could unfairly impact customer costs and skew the evaluation of infrastructure investments, potentially distorting market signals for renewable energy projects, according to the. Read More: Iowa Capital Dispatch.

Massachusetts Governor Maura Healey, in her State of the Commonwealth address, pointedly underscored affordability as the paramount concern for elected officials. While her speech in Boston didn't directly address clean energy policy, the emphasis on cost reduction will inevitably filter down to how renewable energy projects are financed, regulated, and integrated into utility systems. Developers must demonstrate clear economic benefits to ratepayers in this political climate, as captured by the. Read More: Boston Globe.

LOOKING AHEAD

Offshore Wind Tariff Impact: Watch for reactions and detailed analysis of how the latest Trump administration tariffs will affect component sourcing and project timelines for the newly unshelved US offshore wind projects.
Iowa Ratemaking Debate: The fate of Iowa's energy bill will signal future investment climates for nuclear and battery storage in the state; expect lobbying efforts to intensify.
Long-Duration Storage Commercialization: Follow Noon Energy's next steps as their 100-hour storage technology moves beyond demonstration to pilot deployments, a critical inflection point for grid resilience.

TODAY'S QUICK ANSWERS

Q: How do the new Trump administration tariffs on Chinese battery components impact the US grid-scale energy storage market, given the EV slowdown?

A: The confluence of new tariffs and an EV slowdown creates a paradoxical opportunity. While tariffs generally raise costs, specifically for Chinese components, the reduced demand from the EV sector could redirect available battery supply to grid-scale projects. This provides a potential (though complex) boost to the US grid storage pipeline, possibly accelerating domestic manufacturing growth as developers seek compliant supply chains and utilize batteries freed up from the automotive sector. However, initial project costs could rise, stressing developers relying on existing low-cost supply.

Q: What is the significance of the 100-plus hour energy storage demonstration by Noon Energy for renewable energy project developers?

A: The successful demonstration of 100-plus hour storage by Noon Energy is a monumental step towards truly baseload renewable energy. Current grid-scale lithium-ion batteries typically offer 4-8 hours of storage. This "multi-day" capacity can entirely mitigate the intermittency of solar and wind, enabling projects to reliably deliver power through extended periods of low generation, overcoming a key challenge for 100% renewable grids and potentially transforming grid planning paradigms, making such long-duration systems financially attractive for utility-scale development where reliability is paramount.

THE BOTTOM LINE: The U.S. clean energy sector is navigating a complex landscape where breakthrough storage technologies and robust solar deployment clash with policy decisions that both create new market opportunities and deliver significant setbacks to specific projects and regions.