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Is ERCOT battery buildout slowing, and what does that do to 2027 revenues?

Ko

ERCOT’s battery buildout is cooling, and that is good news for revenues. After nearly doubling every year, the fleet is set to grow around 40% in 2026 as a record 13.7 GW drops out of the queue and developers wait for returns to recover. Less new capacity means less competition for the same spreads, setting up a rebound from around $29/kW-year today toward the $70 to 85k/MW-year Modo Energy forecasts by 2029. ERCOT BESS Buildout Q2 2026; ERCOT Market Outlook Jul 2026.

ERCOT BESS capacity buildout

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Other suggested topics:

Which load zone is adding the most battery capacity?
How much has queue attrition changed the 2032 outlook?
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