CleanTechnica•about 21 hours ago
US Battery Makers Gave Up Waaaaay Too Soon On EV Sales (But They Have A Backup Plan)
Key Takeaway
The downturn in EV sales due to policy changes is redirecting battery manufacturing capacity towards stationary storage and renewable energy projects, ensuring continued growth in the broader electrification trend for developers and large consumers.
AI Summary
- •US EV sales experienced a significant decline following the expiration of federal tax credits in September 2025.
- •Battery manufacturers are pivoting their focus from electric vehicle batteries to stationary energy storage and renewable energy applications.
- •This shift indicates a sustained demand for battery technology, driven by the stationary storage and renewables sectors, despite the EV market downturn.
- •The evaporation of federal EV tax credits highlights the direct impact of policy changes on market segments and supply chain redirection for developers and large loads.
Topics
emissionsiraoempolicysolarstoragewind
Article Content
EV sales tanked in the US after the federal tax credit evaporated last September, but stationary energy storage and renewable energy are keeping the zero emission electrification trend alive. The post US Battery Makers Gave Up Waaaaay Too Soon On EV Sales (But They Have A Backup Plan) appeared first on CleanTechnica .