California’s Battery Cavalry Arrives, But Maybe Not Soon Enough [GTM Squared]

It’s been an eventful few weeks for the energy storage industry, and nowhere more so than in California.

Battery developments from years ago have come to fruition, and in a markedly different landscape than when they were first conceived. Even as these new behemoths arrive, the state is scrambling for more to pad its summer arsenal. And California’s most recognizable battery brand, Tesla, sold enough capacity last year to supply the entire U.S. market. That’s a lot to cover in this week’s Storage Plus, so I’ll jump right in.