Contributed by Jenny Pham, Industry Analyst

As artificial intelligence (AI), data centers, and electric mobility reshape the global energy landscape, the United States faces a looming power challenge. In a digital era growing at a relentless pace, one thing is clear: traditional energy systems were not designed to keep up with the scale, speed, and volatility of modern innovation. Electricity needs are rising faster than new supply can be generated, widening the power gap that threatens the U.S’s economic and energy ambitions. As energy systems strain under mounting loads, Battery Energy Storage Systems (BESS) have become an indispensable technology enabling this transition, bridging the gap between variable renewable output and continuous digital expansion.

During the Biden era, renewables surged through tax incentives and the Inflation Reduction Act, but the Trump administration has since shifted focus and renewed emphasis on expanding fossil fuel production, while positioning nuclear and geothermal as low-carbon alternatives. According to the U.S. Energy Information Administration (EIA), renewables generated only 23% of the nation’s electricity in 2024, compared to over 60% from fossil fuels (Mitrade, 2025). Recent analysis from JPMorgan Chase & Co. shows that the current energy mix is unsustainable, warning that the US will fail to meet AI-driven power demand without leaning heavily into renewables and advanced storage integration. Additionally, global head of sustainable solutions, Chuka Umunna, cautioned that nuclear power projects take years, often decades, to plan, permit, develop and come on stream–a delay in the development would bring serious implications given the pace of energy demand growth (Marsh & Mathis, 2025). Thus, scaling renewables is essential, and BESS technologies provide the near-term flexibility needed to make renewable power dispatchable and reliable.

Despite political shifts, evident demand has prompted investor confidence in clean energy to rebound. JPMorgan itself is backing this thesis with capital: the bank has pledged to direct $1.5 trillion in the coming decade into industries that bolster energy resilience, domestic competitiveness, and sustainable growth. “The nature of the debate has really changed,” Umunna noted. “It’s not just about climate and the environment anymore, but about how you become self-sufficient” –recognizing that sustainability is now inseparable from national security, geopolitics and industrial leadership (Marsh & Mathis, 2025). Meanwhile, states like California, Texas, and Arizona are leading deployments of grid-scale storage—each adding hundreds of megawatts of capacity annually. Analysts expect the U.S. to surpass 30 GW of installed BESS capacity by 2030, up from less than 10 GW in 2023 (Stylianou, 2025).

For Bimergen Energy [OTCQB:BESS], this moment marks a defining opportunity. With a recently secured $250 million of project equity commitment in total, the company is poised to scale its portfolio and accelerate project execution—capitalizing on the U.S. battery storage boom and shaping the next generation of intelligent energy infrastructure. In an era where energy and intelligence are tightly intertwined, the debate is no longer climate versus cost — it is about meeting demand, preserving stability, and enabling sustainable growth. Renewables and the BESS sector now stand at the core of innovation, competitiveness, and America’s pursuit of energy independence.

References:

1. Insights. (2025, October 14). JPMorgan warns U.S. may fail to meet AI-driven power demand. Mitrade. https://www.mitrade.com/insights/news/live-news/article-3-1193967-20251014

2. Marsh, A., & Mathis, W. (2025, October 14). JPMorgan Says US Needs Renewables to Meet Rising Energy Demand . Bloomberg. https://www.bloomberg.com/news/newsletters/2025-10-14/bloomberg-green-daily-newsletter-jpmorgan-s-us-energy-warning

3. Stylianou, N., Learner, S., de la Torre Arenas, I., & Joiner, S. (2025, October 13). How mega batteries are unlocking an energy revolution. Financial Times. https://ig.ft.com/mega-batteries