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| By Sean Brodrick |
The next great power boom isn’t happening in oil fields. It’s happening inside giant boxes filled with batteries.
Battery energy storage systems (BESS) are large, controllable banks of batteries, inverters and controls.
BESS store electricity and release it later, typically for 1-4 hours at full power.
They are becoming a core grid asset because they solve the mismatch between variable renewables and demand while also providing fast grid services and customer-side bill management.
Battery storage is rapidly becoming one of the most important pieces of infrastructure in the modern electric grid, right alongside power plants, pipelines and transmission lines.
The reason is simple: Renewable energy doesn’t run on demand.
The sun sets. The wind fades. But electricity demand never stops.
Utilities and grid operators need a way to store huge amounts of power when energy is abundant and release it instantly when supply tightens or prices spike.
That’s exactly what BESS does.
Blockbuster Buildout
The U.S. Energy Information Administration now expects a record 86 gigawatts of new utility-scale generating capacity to hit the grid in 2026, up from 53 GW last year. Battery storage accounts for 22 gigawatts.
In fact, battery storage additions in the U.S. are growing by leaps and bounds, with a compound annual growth rate of 44% projected through this year.
That makes it one of the strongest megatrends in the market today.
That’s a staggering shift in the structure of the power market.
Batteries are no longer an experimental technology or a green-energy accessory.
They are becoming a foundational layer of the electricity system itself.
Analysts estimate the global BESS market could more than double to roughly $106 billion by 2030, with a compound annual growth rate of around 16%.
Much of this boom is being driven by lithium iron phosphate, or LFP, batteries, which dominate today’s storage market because they are cheaper, safer and more durable than earlier lithium-ion chemistries. But the story doesn’t stop there.
New technologies like sodium-ion batteries are emerging, potentially lowering costs further and reducing dependence on strained lithium supply chains.
In other words, this isn’t just another renewable-energy trend.
It’s the rise of an entirely new grid architecture — one built around stored electricity, fast-response power and round-the-clock energy flexibility.
And just like every infrastructure revolution before it, the companies supplying the critical technology stand to make fortunes.
How You Can Play It
The best way to play this trend is to buy individual BESS names.
That’s what we’re doing this week in Supercycle Investor.
I did a lot of research and picked a stock that I believe will go much higher.
The second-best way to play this trend is with an ETF that provides exposure to battery storage systems.
The Amplify Lithium & Battery Technology ETF (BATT) is a portfolio of global companies generating material revenue from lithium battery technology across three segments: battery storage solutions, battery metals and materials and electric vehicles.
BATT carries an expense ratio of 0.59%.
It has approximately $126 million in assets under management and holds 59 individual equities.
BATT has an expense ratio of 0.59%, placing it in the second-cheapest fee quintile among natural resources ETFs.
After a war scare earlier this month, BATT is now flying again.
The top three battery energy storage system makers held by the fund are: Tesla (TSLA), which is 7% of the fund, Contemporary Amperex Technology, which is 6.5% of the fund and BYD (BYDDY), which is 4.99% of the fund.
Together, these three companies collectively represent 18.49% of BATT's portfolio.
BATT fund will give you exposure to one of the strongest megatrends in the market today.
All the best,
Sean Brodrick
P.S. While ETFs like BATT can help you play unique and fast-growing corners of the market, you should consider adding individual companies to your portfolio for maximum profit potential.
And in just six days, my colleague, Chris Graebe, will show a way to buy pre-IPO companies, which can come with even more upside.
The presentation starts at 2 p.m. on June 2, at 2 p.m. Eastern. You can get the link to it here.
