Batteries and energy storage

Batteries and energy storage systems are essential to enabling a flexible, decarbonized grid by balancing intermittent renewable generation and supporting reliability. ADI Analytics supports clients with market insights, technology evaluations, and investment strategies across energy storage technologies and applications.

Energy storage plays a vital role in the energy transition. It helps manage variable renewable output while enhancing grid flexibility, reliability, and resilience. Today, lithium-ion batteries dominate the market due to falling costs and widespread use in EVs and grid-scale systems. However, alternative technologies—such as flow batteries, long-duration storage, and hybrid systems—are quickly advancing.

Deployment of storage systems is growing rapidly worldwide. This trend is fueled by favorable policies, renewable mandates, and improved battery economics. In the U.S., the Inflation Reduction Act introduced an investment tax credit for standalone storage. In addition, state mandates and capacity markets are creating new revenue opportunities. Meanwhile, industrial users are increasingly installing on-site storage to manage demand charges, participate in demand response, and support microgrids.

Despite this momentum, several barriers remain. These include raw material constraints, safety concerns, permitting delays, and difficulties monetizing value streams across energy, capacity, and ancillary services. As a result, understanding storage duration, cycling needs, siting considerations, and integration strategies is key to successful deployment.

As storage becomes a core part of modern power systems, stakeholders must navigate evolving technologies, policies, and business models. Doing so effectively requires clear insight into where, how, and why storage fits into long-term decarbonization goals.

How ADI helps

ADI Analytics supports clients across the batteries and energy storage sector with consulting and research services that guide investment, development, and operations:

  • Market intelligence & forecasting including analysis of deployment trends, grid and behind-the-meter use cases, cost forecasts, policy tracking, and regional opportunity assessments.
  • Project evaluation & asset strategy covering siting and feasibility assessments, revenue stack modeling, technology comparisons, and integration planning with renewable or grid assets.
  • Technology & policy analysis involving evaluation of lithium-ion, flow, thermal, and long-duration storage technologies, as well as tracking of incentives, safety standards, and interconnection requirements.
  • Investment support & commercial due diligence such as assessment of storage developers, battery manufacturers, integrators, and EPCs for investment, partnership, and M&A opportunities.
  • Strategic planning & commercialization strategy including go-to-market planning, customer segmentation, value proposition development, and long-term deployment strategy.

Industry experience

Opportunity assessment for an energy storage company

ADI developed a comprehensive market strategy for an early-stage energy storage company, helping them identify growth opportunities and strengthen their market position. The client An early-stage company specializing in energy storage solutions. The situation The client needed a comprehensive market strategy to navigate a competitive landscape, identify their most promising growth opportunities, and solidify their […]

A strategic roadmap for EV battery recycling

ADI partnered with a battery recycling innovator to build a strategic go-to-market roadmap. Our work helped them analyze their technology, define their value proposition, and prepare for successful market entry and fundraising. The client We partnered with a battery recycling start-up that was looking to communicate their story for potential investors. The situation The client […]

EVSE market and investment outlook

ADI Analytics conducted a three-week study of the electric vehicle supply equipment (EVSE) market to support a client’s investment planning. The client A firm exploring growth opportunities in the electric vehicle infrastructure space, with a focus on charging equipment, power systems, and associated services. The situation The client needed a forward-looking assessment of EV adoption […]

Circularity strategy for EV batteries

ADI helped a global automotive battery supplier transform their costly EV battery disposal process into a profitable, sustainable business by creating a new battery circularity strategy. The client We partnered with a global automotive battery supplier with their strategy for a rapid transition toward electrified vehicles. The situation The client’s current process for handling old […]

Go-to-market strategy for EV battery recycling

ADI provided a prominent battery recycling company with a strategic plan to enter the EV battery market, including an assessment of business models and detailed financial analysis. The client We partnered with a prominent lead-acid battery recycling company exploring new opportunities in the rapidly growing electric vehicle (EV) battery market. The situation With the EV […]

Transportation energy scenario planning

ADI Analytics supported a scenario planning effort to help a client understand and prepare for evolving transportation energy trends and their long-term business implications. The client A leading chemical major serving the automotive and fuel markets and seeking to anticipate shifts in transportation energy. The situation The client wanted to explore how changes in transportation […]

Customer Results
I much appreciated ADI Analytics’ insights. They are humble, very bright advisors, and were committed to over-delivering.
David Austgen VP, KiOR Inc.

Related insights

Article Icon Article

Musings from Houston Energy & Climate Week: AI and the Texas grid

The ADI team participated in multiple events across the city during the second annual Houston Energy and Climate Week in September 2025—which has now grown into a vibrant global event—hosting many of our clients who traveled from as far as Asia and Europe. Houston’s startup landscape feels vibrant and increasingly central to the energy transition; the ION and Greentown Labs have emerged […]

Article Icon Article

Produced water in the oilfield: From waste to a lithium goldmine?

On June 27, 2025, the Texas Supreme Court ruled in Cactus Water Services, LLC v. COG Operating, LLC. It declared that produced water is oil & gas waste and therefore belongs to the hydrocarbon lessee i.e. oil & gas operator typically. This landmark decision clarifies that the right to produce oil & gas inherently includes […]

Premium content Icon Premium content

Gasoline in transition: ADI’s long-term global demand forecast

ADI Analytics has just updated and published its global gasoline demand forecast, offering a clear perspective on the intricate shifts occurring in the market. While overall oil demand continues to see growth, driven by factors like increased air travel, road mobility, and industrial expansion in non-OECD countries, the long-term outlook for gasoline is characterized by […]