![]() ![]() If EV demand soars higher and faster than anticipated, "I could see that the stationary storage world gets squeezed to a degree," Damron said in an interview. ![]() "That's my biggest concern," said Jeff Damron, senior director of global energy storage business development and marketing at Wärtsilä Oyj Abp, a customer of CATL and other battery suppliers. But, so far, battery cell joint ventures between automakers and international suppliers are behind most of the new investments, leaving uncertainty over how much domestic output will remain for stationary storage. ![]() As a result, they are all seeking to regionalize their supply chains. Over the past year, makers of electric vehicles, as well as developers and integrators of large- and small-scale battery storage systems, have battled rising prices, shortages and delays. New and expanded federal tax incentives in the recently passed Inflation Reduction Act are widely anticipated to drive battery demand and domestic production to significantly higher levels this decade. battery manufacturing as mass markets begin to emerge for electric vehicles and stationary energy storage systems. In developing its overseas investment strategy, the battery maker is considering such factors as " market demand, investment environment, development of local industry chain, availability of skilled labor and level of cost," the spokesperson said in an email.ĬATL's considerations come amid a flood of new investment into U.S. The company, known as CATL, is " in talks" with its customers on "various possibilities for supply and cooperation, including local production in North America," according to a company spokesperson. customers, including major automakers and energy storage developers, about establishing its first manufacturing hub in North America. Ltd., the world's largest supplier of lithium-ion batteries, based in Ningde, China, is in discussions with its U.S. Source: S&P Global Market IntelligenceĬontemporary Amperex Technology Co. showed off its batteries at a recent trade show in Anaheim, Calif. Ningde, China-based Contemporary Amperex Technology Co. ![]()
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