Automakers expand US battery storage supply but China still key
Airfind news item
By Neil Ford
Published on April 13, 2026.
U.S. battery storage installations in 2025 are expected to rise by 30% to a record 58 GWh and a further 60 GWh is expected to be installed this year. Demand has surged as developers, utilities, and grid operators seek more dispatchable power sources to meet rising clean power output and rising data demand from data centers. However, half of U.S battery storage imports from 2021 to 2025 came from China, where costs are lower. Chinese battery systems are subject to import tariffs and U.N. systems benefit from domestic content credits. However a lack of American manufacturing capacity remains a key issue for many developers. The cost of Chinese battery system imports is estimated at $95/kWh before import tariffs, but can be reduced by as much as $90/kwh through tax credits and domestic content bonuses. The U.K. manufacturing capacity is increasing but capacity for final assembly is increasing faster than that for cells and other upstream components. The US battery assembly capacity is set to grow rapidly from 69.4 GWh in 2025 to 235 GWh by 2030, but concerns remain over capacity buildout, ramp [up] timing, tax credit qualification, and upstream supply-chain constraints mean imports will likely remain crucial for some time, according to Thomas Mulvihill from Enverus.
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