The rhetoric around new and increased trade barriers between the US and China affecting batteries, battery materials and BESS has ramped up in the past few weeks, and we hear from a lawyer and a political analyst.
Dan Finn-Foley of Clean Energy Associates looks at the road ahead for the US battery storage industry in the first of a series of regular, exclusive Guest Blogs for Energy-Storage.news.
Would-be battery manufacturers that could serve the US energy storage industry with domestically made cells are facing a “perfect storm,” Energy-Storage.news has heard.
The Inflation Reduction Act (IRA) put battery storage into the mainstream of the US energy industry, but also created supply chain complexities, writes Rauni Jaskari of Wärtsilä Energy Storage and Optimisation (Wärtsilä ES&O).
The new tariffs on batteries from China will increase costs for US BESS integrators by 11-16%, consultancy Clean Energy Associates said, adding that new guidance around the domestic content ITC adder will make it easier to access.