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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