Solar‑plus‑storage Investment Hits $25 bn Record

Solar‑plus‑storage draws a record $25 bn in H1 2026

The co‑located solar‑plus‑storage segment attracted $25 billion in new capital during the first half of 2026 – almost double the amount invested in the second half of 2025 and three times the H1 2025 figure. BloombergNEF’s data show the surge is driven by investors seeking revenue‑flexible assets as solar‑price cannibalisation and grid congestion tighten margins. The United States and Australia together accounted for the bulk of the funding, underscoring how tax‑credit timing and strong data‑center demand are reshaping project economics.

Standalone solar investment slips while storage climbs

Investment in pure utility‑scale solar fell 20 % year‑on‑year to $75.4 bn, the lowest level since the boom began in 2021. By contrast, solar‑plus‑storage grew sharply, highlighting a clear market pivot toward hybrid configurations that can buffer price volatility and defer curtailment. The shift is reflected in the overall renewable‑energy investment picture: total global capital stayed flat at $327.5 bn in H1 2026, but the composition is changing dramatically.

United States leads the charge, Australia follows

The United States posted the strongest growth, with renewable‑energy investment up 54 % YoY, spurred by developers racing to lock in the Investment Tax Credit before its deadline. Solar alone rose 41 % to a record $45.8 bn, while wind reached $13.8 bn. Australia, though smaller in absolute terms, also contributed significantly to the solar‑plus‑storage boom.

Global renewable investment steadies but new builds dip

Overall renewable‑energy spending held at $327.5 bn in H1 2026 – virtually unchanged from the previous six months but 21 % below the historic high of H2 2024. Wind investment totaled $92.3 bn, with offshore projects plunging 72 % amid higher costs and weaker auction pipelines, while onshore wind fell only 4 % and Europe posted record national‑level commitments. BloombergNEF warns that new renewable installations are expected to fall in 2026, marking the first YoY decline in more than a decade, before rebounding in 2027.

What this means for Israel’s rooftop owners

For Israeli homeowners, the global tilt toward storage signals a new revenue opportunity. A typical 10 kW rooftop system in central Israel yields about 17,000 kWh / year (≈ 1,700 kWh per kW installed). At the residential feed‑in tariff of ₪0.48 /kWh, that translates to roughly ₪8,160 per year in avoided electricity costs. With a turnkey install price of ₪3,150 /kW, the upfront outlay is ₪31,500, giving a simple payback of ≈ 3.9 years – well before the system’s 25‑year design life. Adding a modest battery (≈ 5 kWh) could capture excess midday generation, smooth out evening peaks, and further improve the economics, especially as storage costs continue to fall globally.

Outlook: storage set to dominate the next wave

If the current trajectory holds, solar‑plus‑storage will continue to claim a notable share of renewable‑energy investment in 2026. Analysts expect the share to rise as more jurisdictions tighten curtailment rules and as corporate buyers demand firm, dispatchable clean power. For Israel, aligning policy incentives with this trend—such as extending net‑metering credits to hybrid systems—could accelerate the rollout of rooftop storage and help meet the nation’s 30 % renewable‑electricity target for 2030.

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Sources & further reading

• Renewable Energy Investments Show One Booming Sector | BloombergNEF
• Clean Energy Trade and Emerging Markets
• RENEWABLE ENERGY ASIA PORTAL: BloombergNEF Finds Global Energy Transition Investment Reached Record $2.3 Trillion in 2025, Up 8% from 2024 - BloombergNEF
• Global energy transition investment reaches $2.3tn in 2025
• Global Renewable Investment Holds Steady in 1H 2026 as ESS Gains Momentum: Study