“Despite regulatory uncertainty, the drivers for energy storage are strong and the industry is on track to produce enough grid batteries in American factories to supply 100% of domestic
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Key takeaway: The EV battery race is no longer just about capacity expansion. The next phase will be defined by cost competitiveness, technology innovation, and resilient supply chains.
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The U.S. domestic energy storage market has rapidly transitioned from scarcity to oversupply in 2026, driven by EV battery makers repurposing existing lines to meet rising grid
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After more than two years of oversupply and falling prices, the global lithium market is entering 2026 with a more complex and cautiously improving demand outlook, driven largely by rapid
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Explore hidden regional trends and supply-demand imbalances in the global battery supply chain, with strategies to drive market growth.
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After more than two years of oversupply, the lithium market is showing signs of structural change driven less by electric vehicles and increasingly by stationary energy storage.
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A boom in battery storage has bolstered the demand outlook for lithium in 2026, driving hopes for an accelerated turnaround for an industry struggling with oversupply.
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Innovation reduces total capital costs of battery storage by up to 40% in the power sector by 2030 in the Stated Policies Scenario. This renders battery storage paired with solar PV one of the most
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The global market for lithium-ion batteries is expected to remain oversupplied through 2028, pushing prices downward, as lower electric vehicle production targets in the U.S. and Europe...
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As China has already done in Africa, the United States could competitively enter alternative markets, supplying long-term and high-capacity energy storage units.
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