US Grid Ban Hits Batteries Hardest: Analyst Reaction (Podcast)
US efforts to secure its power grid could come at a cost. A new executive order restricts grid and power equipment supplied by companies tied to China, and lithium-ion batteries...
By Bloomberg · Bloomberg
US efforts to secure its power grid could come at a cost. A new executive order restricts grid and power equipment supplied by companies tied to China, and lithium-ion batteries are particularly exposed. The rules could boost demand for batteries from non-Chinese suppliers, but also increase costs and delay projects as developers await further guidance. So why are batteries likely to feel the biggest impact from this latest US move to restrict Chinese power equipment? On today’s show, Kamala Sch