Batteries: The Missing Piece of the Energy Transition Puzzle #329

Energy storage is not a green technology. It's grid infrastructure.

That reframe from Shawn Shaw, CEO of Camelot Energy Group and author of "Energy Storage Systems," challenges how we talk about batteries in the energy transition. With 22 years in solar and storage and 1.2 GWh of projects commissioned in late 2025, Shaw brings practical insight into why storage matters for grid operators regardless of your views on renewables. China installed 65 GWh of storage in December 2025 alone. The US installed 40-50 GWh for the entire year. This conversation explains why that gap matters.

Key Discussion Points

• Why energy storage is a grid resource like transformers and substations, not just a companion to renewables. Loads are more dynamic than ever, and batteries provide the controllability grid operators need.
• How storage transforms predictable renewables into dispatchable assets. A 100kW solar project might earn only 10kW capacity credit alone, but pairing it with batteries captures significantly more value.
• The real data on battery safety: Commercial and utility-scale systems catch fire at 0.3% per year, the same rate as residential homes. NFPA 855 2026 now requires active ventilation and separate fire and explosion testing.
• Hot storage markets in 2026: Massachusetts 83E procurement, New York's index storage credit, Illinois CRGA legislation, and why Texas requires nodal-level analysis to avoid 50% revenue swings.
• Why utility interconnection delays are pushing developers toward microgrids. Google acquired Intersect Power for $4.75 billion to self-develop solar and storage near data centers.
• FEOC compliance economics: Chinese DC blocks at $100-125/kWh vs Tesla at $300-500/kWh. Developers may want FEOC free but the economics of built in America may drive business as usual for BESS procurement. The devil is in the details!

This episode offers a clear-eyed view of where the industry stands and what it takes to move faster.

Connect with Shawn Shaw

LinkedIn: https://www.linkedin.com/in/shawnshawpe/

Website: https://www.camelotenergygroup.com/

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The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com