Trump's Grid Battery Ban Leaves Developers Guessing
White House Weighs Defense Production Act as U.S.
Refineries Maxed Out Haley Zaremba is an energy journalist and researcher with more than a decade of professional experience covering global energy systems, land and natural resources, and… The United States is trying to build up its energy storage capacities at a rapid scale.
At the same time, it is trying to wean itself off of Chinese battery tech.
In many ways, these two goals are in direct opposition to each other.
China dominates global supply chains for clean energy tech in general, but especially when it comes to lithium-ion batteries, which power everything from your phone to your car.
Approximately 80 percent of all battery cells in the world are made in China according tofiguresfrom the International Energy Agency.
What is more, Beijing controls the production of EV battery cathode active material (85 percent of global production) and anode active material (more than 90 percent), and refines the vast majority of the critical minerals involved in their manufacturing.
The Trump administration is eager to challenge Beijing’s outsized presence in the global energy sector as part of its stated goal to establish “energy dominance.” Toward the end of August, the Trump administrationdeclared a national emergencythat effectively bars the use of Chinese-made batteries in grid-scale energy storage systems, pointing to cybersecurity concerns as the rationale.
In the same month, the federal government awarded $500 million in funding to seven companies working on battery minerals, manufacturing, and recycling with the express purpose of building up the domestic sector in order to reduce reliance on Chinese supply chains.
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However, these measures are falling short.
“It takes decades and tens, if not hundreds of billions of dollars” to build the kind of supply chains that would be capable of competing with Chinaaccordingto Tu Le, founder and managing director of Sino Auto Insights.
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