May 8, 2025
Tariffs reshape project economics for U.S. energy storage
The article examines how 145 % Section 301 and potential anti-dumping and countervailing duties on battery materials are already doubling the capital costs of U.S. grid-scale storage projects, forcing developers to rethink strategies ahead of an anticipated 100 GWh annual demand by 2028.
Reports highlight that a combination of Section 301 tariffs (currently at 145 %) and looming anti-dumping/countervailing duties on anode materials has doubled projected storage system costs, leaving developers to reassess project feasibility amid shrinking margins . While existing warehoused battery inventory offers a temporary buffer, analysts warn that by 2028 U.S. energy storage demand could exceed 100 GWh, sparking a supply scramble if tariffs persist. Highlighting the pivotal role of U.S. trade policy in shaping the economics of battery energy storage—and, by extension, the integration of intermittent solar and wind resources. Read more.
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Aug 11, 2025
Airline industry struggles to scale sustainable aviation fuel as flagship refinery shuts down and most projects stall.
A Reuters investigation reveals that only a fraction of the 165 sustainable aviation fuel (SAF) projects announced over the past decade have materialized, with World Energy’s flagship SAF refinery in California closing, underscoring systemic challenges that leave airlines far from meeting climate targets.
Jul 28, 2025
New York Projects Clean Energy Targets Will Be Missed Without Major Adjustment
New York’s freshly released energy plan warns the state will miss its climate mandates—such as powering 70% of its grid with renewables by 2030—unless grid upgrades, storage, and project deployment accelerate sharply.