EUA alcançam crescimento recorde no armazenamento de baterias em 2025

Os Estados Unidos instalaram uma quantidade recorde de capacidade de armazenamento de energia em 2025, de acordo com um relatório da indústria solar. Esse marco avança a infraestrutura de energia limpa em meio a desafios políticos da segunda administração Trump, enquanto as concessionárias adaptam as redes à demanda crescente de eletricidade.

Um relatório da indústria solar divulgado na segunda-feira detalha as adições recordes de armazenamento de baterias nos EUA em 2025, um passo fundamental para aprimorar a energia limpa apesar da oposição da segunda administração Trump. Esse crescimento destaca os esforços proativos das concessionárias para reorientar as redes em meio à crescente demanda de energia da eletrificação, data centers e outros setores — essencial para manter a confiabilidade. Contribuidores notáveis incluem os recordes de implantação da Tesla de 46,7 GWh no ano, ao lado de expansões de concorrentes como a LG Energy Solution. Palavras-chave: energia, baterias, mudança climática, meio ambiente, infraestrutura, rede elétrica, energia renovável, solar. Os números de 2025 marcam um impulso resiliente rumo à energia sustentável, oferecendo insights sobre escalas de instalação e estabilidade futura da rede.

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Illustration of Tesla Megapack energy storage site with rising performance charts amid revenue dip, stock up, highlighting growth in energy business.
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Tesla's Record 2025 Energy Storage Deployments Offset First Annual Revenue Decline

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Tesla reported its first annual revenue decline in 2025, down 3% to $94.8 billion amid EV weakness, but its energy storage business hit a record 46.7 GWh deployments, driving 26.6% revenue growth to $12.8 billion with 29.8% margins. The segment's success highlighted a strategic pivot to AI, robotics, and energy, though 2026 faces margin pressures from competition and policy shifts. Shares rose 3% after hours.

Tesla reported a record 14.2 GWh of energy storage deployments in the fourth quarter of 2025, up 29% from the previous year, even as its electric vehicle deliveries fell 16%. The company's energy business, including Powerwall and Megapack products, continues to show strong growth and profit margins. CEO Elon Musk highlighted the long-term potential of energy storage and solar integration.

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Tesla's energy storage division achieved record revenue in 2025, outpacing its struggling automotive segment. While robotaxi and humanoid robot ventures remain unproven, batteries and solar initiatives offer reliable expansion. Analysts highlight surging demand from data centers and grid needs as key factors.

The head of Samsung SDI's research center stated on March 11 at the opening of InterBattery 2026 in Seoul that the company plans to overcome electric vehicle industry slowdowns through opportunities in energy storage systems and robotics. Joo Yong-lak emphasized that the battery industry will lead growth in ESS, robots, and urban air mobility sectors. The event, South Korea's largest battery trade show, features nearly 670 firms from 14 countries.

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Tesla has revived in-house manufacturing of solar panels at Gigafactory New York and unveiled redesigned residential panels featuring enhanced aesthetics, energy production, and installation efficiency. In a March 2026 blog post, the company detailed a 25-year warranty, over 500,000 global installations, and app integration, building on CEO Elon Musk's emphasis on solar during the Q4 2025 earnings call.

Tesla's Shanghai Megafactory has achieved a significant milestone by producing over 2,000 Megapack energy storage systems in its first full year of operation. The facility, which began production in early 2025, doubled its output in the final five months of the year. This ramp-up underscores Tesla Energy's expanding role in global energy storage.

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EV batteries can now store excess power and feed it back when needed. Munich engineer Moritz Rupp calls it obvious, as the expensive batteries otherwise sit idle for 23 hours a day. The technology allows use for home electricity or selling to the grid.

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