Peter Breuer, Senior Director Strategic Programs, Peak Energy; Amit Mathrani, Vice President, Senior Energy Transition Research, Rabobank North America; Iola Hughes, Head of Research, Benchmark Mineral Intelligence

The session examined rapidly accelerating US electricity demand and the expanding role of grid-scale battery storage. Participants discussed market growth trends, emerging chemistries, evolving state policies, and tightening tax credit rules that are reshaping investment and supply chain decisions. The focus remained on how energy storage is becoming a central load balancing asset as giga-scale projects and new technologies scale across the US market.