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This Sweeping tariffs Presidential Trump announced on Wednesday, the use of giant batteries that are increasingly installed to help more wind and solar energy and more reliable power supply.
Network batteries in the past five years has become one of the largest growth industry In the energy sector of the United States. In the states such as Texas and Arizona, companies install the size of the containers installing the stack of lithium-ion cells. They can now soak the wind and solar energy and save it to keep it necessary. In California, the use of batteries to keep solar energy in the evening Utilities helped reduce the amount of from burned natural gas.
Most of America’s lithium-ion batteries, according to Bloombergnef, 69 percent of this imports came from China in 2024. When Mr. Trump’s previously combined with trading actions, the final stage of the tariffs, 64.5 percent tax will apply to grid batteries China and this ratio will rise to 82 percent next year.
“This is the placement of the US energy warehouse,” Jason Burwen, Vice President of Politics and Strategy at the Battery Developer Gridstor, Jason Burwen, wrote in the social media post. “It’s bad for work, the grid is bad for reliability.”
Energy companies The installation was expected According to the US Energy Information Administration, this year is 18,200 megawatts of a record, this year is enough to save all the output in 18 large hours of the large nuclear reactor. Together, the batteries, wind and solar energy were expected to organize 93 percent to the network.
These batteries help solve the greatest weakness of the renewable energy: the lack of the wind and the sun. A BOOM in battery facilities in the battery facilities in very confident states such as California and Texas helped to reduce the risk of darkness in processing the power to work with gas plants in hot summer months.
However, the batteries are only useful to add more renewable energy: utilities also use the electric flow to smooth small violations, a power plant is unexpectedly offline. Or, can be used to reduce congestion in transmission lines.
Companies install large size grid batteries because the price of lithium-ion technology is reduced (batteries are similar to electric cars). Tariffs can retrieve this trend.
“Batteries are still the only big clean technological sector, which is still falling from China,” he said. “Thus, the effect of these tariffs will be much for the batteries than for other technologies.”
In recent years, the United States began to build a local battery supply chain. After the act of inflation reduction in 2022, Biden’s leadership Poured in new battery factories for billions of dollars Both domestic manufacturers offer tax loans and grilles and batteries in grids and electric vehicles.
However, many of these factories are now thinking of refusing a different pure power policy of Republicans in President Trump and Congress.
Mr. Vagneur-Jones to mock the exact effects of the tariffs for energy mix. Currently, batteries are often competing as a technology to fill in the winds and solar energy from natural gas plants with natural gas plants.
However, it will not always be so easy to increase gas use for many energy companies: there is A long global retard for new gas turbinesAnd today a company that tries to build a new gas plant from scratch, may have to wait 2030 or more. Oil and gas industry New tariffs also have a loss Steel and aluminum used steel pipe wells to power transformers that can affect everything from steel pipe.
“Always say that these tariffs are good for fossil fossil fossil, it is always attractive to say that it is bad for clean energy,” Mr. Vagneur-Jones. “But I think it’s bad for everyone.”