Wire · regulatory
Can the US battery market untangle from China?
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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.
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1 source · 10 Sep 2026
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