"Energy storage is surging on the U.S. grid — and now the country has more than enough battery-making factories to meet that booming demand."
"Big batteries have begun reshaping the U.S. grid. Now, the country has made surprising strides in making those energy storage systems itself, rather than depending on imports from China.
Batteries were always crucial for the effort to scale up renewable energy production, but they have taken on even more significance as AI leaders look for quick-to-build power sources to supply their headlong data center expansion.
That’s why batteries will account for some 28% of new U.S. power plant capacity built this year. For the first time, the country will be able to produce enough grid batteries to meet that surging demand on its own, according to new data from the U.S. Energy Storage Coalition, an industry group.
The onshoring began in earnest when President Joe Biden signed the Inflation Reduction Act in 2022, creating incentives both for domestic battery producers and for storage developers who use Made-in-America products."
