Energy Storage News•about 14 hours ago
‘Beyond a lithium-only future’: How US trade rules could accelerate BESS diversification
Key Takeaway
US trade policies are actively driving the energy storage market towards technology diversification beyond lithium-ion, impacting supply chains and project development strategies for developers and large power consumers.
AI Summary
- •US trade rules, specifically changes to FEOC (Foreign Entity of Concern) and Section 301 tariffs, are being adjusted to accelerate BESS diversification beyond lithium-ion.
- •This policy shift aims to reduce reliance on specific foreign supply chains and promote alternative battery technologies, such as organic flow batteries.
- •Developers and IPPs should anticipate changes in BESS technology availability, supply chain requirements, and potentially project economics due to these trade rule adjustments.
- •The article highlights organic flow batteries (e.g., CMBlu Energy) as a key technology poised to benefit from this diversification push, offering new options for long-duration storage and grid integration.
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