April 29 — Manufacturers and developers of U.S. energy storage projects said their industry will invest $100 billion this decade to create a wholly domestic battery supply chain, but warned the goal was contingent on support from Washington.
The American Clean Power Association, a trade group that represents energy storage companies, said its members aimed to decrease the sector's reliance on China, which today supplies the majority of U.S. batteries.
Storage projects, therefore, are poised to be hard-hit by President Donald Trump's decision to impose tariffs of 145% on Chinese imports. The industry is pressing for a more nuanced approach to incentivizing domestic production.
"China stole our supply chain over a decade, we're not going to get it back in 10 weeks," ACP CEO Jason Grumet said on a call with reporters ahead of the announcement. "If the administration starts to view batteries as a critical national security technology, we will shift away from the kind of broadbased reciprocal tariffs, which are a very kind of blunt shock-and-awe attention-getter, into that kind of strategic conversation."
https://www.rgj.com/story/news/2025/04/29/battery-industry-100b-us-investment-hinges-on-federal-support/83344824007/
