ERCOT Battery Storage: Record Deployments Alongside Significant Queue Withdrawals
Today we're taking a look at battery capacity additions and queue capacity withdrawn from the ERCOT energy market. For additions, we're primarily looking at projects that have successfully achieved commercial operations in 2025.
Q2 Delivers 263% Growth
Battery capacity additions jumped from 472 MW in Q1 2025 to 1,716 MW in Q2 2025 - a massive 263% quarter-over-quarter increase. July alone added another 482 MW, suggesting this momentum is carrying into Q3, although that remains uncertain considering the current political climate.
For context: ERCOT saw approximately 4,500 MW of BESS capacity achieve commercial operations in all of 2024. We're already at 2,670 MW through July 2025—nearly 60% of last year's total in just 7 months.
Capacity Withdrawals Peak in 2025
The deployed capacity numbers show us only one side of the story. ERCOT data reveals a concerning trend of large volumes of BESS capacity being withdrawn from the interconnection queue.
BESS capacity (MW) withdrawn from the ERCOT queue by month in 2025:
| Month | Withdrawn (MW) |
|---|---|
| January | 433.5 |
| February | 480.7 |
| March | 1,060.5 |
| April | 2,398.2 |
| May | 1,520.0 |
| June | 1,137.2 |
| July | 864.3 |
Although this phenomenon is largely being attributed to the Trump Administration's "Big Beautiful Bill," a developer's decision to withdraw a project from the queue could be driven by a whole host of other factors.
The data presents a unique state of the ERCOT market in transition, with record deployments occurring alongside unprecedented queue activity.
