US energy storage outlook dented by Trump policies | Reuters
From 2026, U.S. energy storage developers must grapple with stricter import rules and policy tightening by the Trump administration and factory buildout is uncertain.
Under the foreign entity rules, energy storage projects seeking to receive ITCs must ensure 55% or more of the total material costs of their installations are not sourced from foreign entities of concern (FEOC), which includes China, the largest manufacturer.
Download our exclusive report: Soaring US Power Demand Opens New Paths for Developers. Energy storage developers may be able to capitalize on an oversupply of batteries for the electric vehicle market, where demand has been lower than expected, Greskowiak said.
For exclusive energy insights, sign up to our newsletter. Energy storage allows developers to take advantage of higher prices as growing renewable energy capacity flattens prices at certain times of the day. Storage operators can use price arbitrage to purchase electricity when prices are low and sell when they are high.
Rising renewable energy capacity and falling battery prices have spurred demand for utility-scale energy storage that strengthens grid reliability and provides additional revenues for clean power developers.
PDF includes complete article with source references for printing and offline reading.
Download detailed specifications for our photovoltaic containers, BESS systems, and mobile energy storage solutions.
Industrial Zone 15, ul. Fabryczna 24
Pabianice 95-200, Poland
+48 42 212 00 00
Monday - Friday: 8:00 AM - 5:00 PM CET