Most U.S. residents can not only afford the economic cost of purchasing household storage, but also objectively due to the high level of electricity consumption needs household storage to provide stable power support. 2024, the U.S. household storage of new installations doubled into the outbreak period.

 

 

 

Any household equipment and residential housing structure if there is a high degree of adaptability, it can be quickly popularized on a wide scale.

 

 

 

U.S. housing to low-floor detached mainly, roof area is abundant, household storage installed low difficulty. Relevant professional organizations pointed out that rooftop solar power installations have the technical potential to meet 45% of U.S. electricity demand.

 

 

 

 

 

Data show that the U.S. rooftop solar installations have grown about 10 times in the past decade. Tide Power Intelligence believes that, especially from 2024 onwards, the U.S. household storage installations will rise in tandem with rooftop solar installations.

 

 

 

The United States as one of the main markets in the industry, a head of enterprise executives told Tide Power Intelligence that the United States is an extremely closed quality market, household storage development potential is very large.

 

 

 

Said its closed, because the United States consumers recognize the brand power, the United States household storage market is highly concentrated Tesla, BYD, Solaredge, LG, GENERAC, Zhejiang Ai Luo energy and other head of the enterprise's products, light + storage system installers market is highly concentrated, and a series of policies ultimately for the United States local companies benefit the most.

 

 

 

Do not want to miss the U.S. household storage of this piece of cake in the enterprise, can be embedded in the U.S. energy storage head of the manufacturer's supply chain to get a piece of the pie. Core, inverter companies enter the U.S. market by entering Fluence, Powin Energy, Tesla and other head of the integrator supply chain, for example, Ningde Times became Tesla's lithium battery supplier.

 

 

 

In addition, energy storage Chinese enterprises can cooperate with U.S. supply chain companies to meet the U.S. local manufacturing ratio requirements, or set up factories in the U.S. and sign strategic cooperation agreements to participate in U.S. household storage projects.

 

 

 

 

  

 

Starting in 2022, due to multiple factors such as rising energy prices and the United States' own inflation, U.S. electricity prices are climbing rapidly, and the U.S. residential electricity prices in 2023 have risen by 33.5% compared to 2019, and it is worth noting that the U.S. per capita electricity consumption is about the first in the world.

 

 

 

Coupled with the lack of reliability of the U.S. power grid, a number of blackout storms and the intensity of residential electricity consumption between the existence of a huge "divergence", catalyzed renewable energy generation, but also gave birth to household storage as an emergency power to ensure the stability of electricity.

 

 

 

California and Texas GDP accounted for more than 30% of the total U.S. GDP, high levels of consumer spending, strong purchasing power; and these two states have the highest total residential electricity consumption, the largest power demand.

 

 

 

U.S. energy storage growth structure and PV there is a strong correlation. Nearly two years of photovoltaic cost downturn in favor of household storage installation. California NEM3.0 policy significantly reduces the photovoltaic user's residual power feed-in tariffs, and peak and valley tariff differentials to further increase the profitability of household storage.

 

 

 

IRA bill will be greater than 5KWh of independent energy storage into the ITC reduction policy, after the implementation of the bill, photovoltaic + storage power plant cost per kilowatt-hour has been lower than natural gas power generation. California photovoltaic power generation accounted for much higher than the average value of the United States, ranking first in the United States, independent energy storage power plant operating economy can reach more than 20%. Tide Power Intelligence believes that in the long run, California will remain the largest market for household storage in the United States, and certainly the most voluminous market.

 

Translated with DeepL.com (free version)