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Can the US battery market untangle from China?

Published

10 September 2026

Topic

regulatory

Sectors

Clean Energy

Geography

United States

Source

Read at technologyreview.com

Verified

Fusion42 · 11 September 2026 · Fusion42 review

The US is rapidly growing its energy storage market but is imposing strict restrictions and bans on Chinese-made batteries and components to reduce dependency, including a national emergency executive order banning Chinese batteries in grid-scale systems. These measures will slow near-term deployment and increase costs, but US domestic capacity is expected to meet demand only after 2030, with a challenging transition period ahead.

This Wire brief sits within Fusion42's coverage of Clean Energy.

◆ The Wire takeaway

You face rising costs and delays as US bans Chinese batteries for grid projects. Locking in non-Chinese supply chains or accelerating domestic partnerships is now a must to avoid project cancellations.

Coverage

1 source · 10 Sep 2026

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