CEA Flags Major Disruptions in U.S. ESS Buildout: 21 GWh
The U.S. energy storage sector is facing significant turbulence as approximately 21 GWh of planned battery cell capacity for 2028 has been either canceled or delayed so far in 2025.
The pipeline of US battery materials projects is stalling
The once-rapid investment in battery materials in the US is stalling. Some companies are downsizing, delaying, or canceling projects that don''t fit with the Donald J. Trump administration''s
Learning from Crisis: What Recent Battery Industry Failures Teach
The battery energy storage industry has experienced a sobering reality check in recent months of 2025. Despite record-breaking deployment numbers—with Q1 2025 setting a new record
Battery factories lead latest wave of clean energy projects
The latest wave of cancellations — affecting five battery, storage, and electric vehicle factories in Colorado, Indiana, Michigan, New York, and Oregon — follows growing uncertainty
CEA: 21 GWh of battery energy storage factories cancelled so far
Over 20 GWh of planned energy storage cell capacity for 2028 have been cancelled so far this year, according to the Q2 2025 reports on energy storage supply, technology, policy and pricing
Manufacturers pivot from EV batteries to storage as AI boom
Manufacturers are converting factories to produce energy storage cells instead of electric vehicle batteries as they seek to capitalise on the AI boom amid slumping EV sales. Ten North
LGES halts construction of US ESS battery line after slowdown in
LG Energy Solution (LGES), Korea''s leading battery maker, said Friday it has suspended the construction of a battery production line for energy storage systems (ESS) in its Arizona plant.
US battery gigafactories face delays and
Anjali Joshi is an energy storage market intelligence analyst at Clean Energy Associates (CEA), a North American-owned solar PV, green hydrogen, and battery storage clean energy
4 Frequently Asked Questions about "Energy storage battery companies halt production"
How many batteries are being retooled for energy storage?
Ten North American plants are being retooled to produce batteries more suitable for energy storage systems, after cell makers cancelled enough capacity to produce 2mn EVs, according to market intelligence firm CRU. Of the 10 plants, seven will principally serve the energy storage market.
Why did companies invest in EV batteries?
“Companies made big [EV-related] investments in the US because there was a lot of IRA money available,” said Evelina Stoikou, who leads BloombergNEF's battery technologies and supply chains team. “But some of their targets were overly optimistic.” Meanwhile, demand for storage batteries is expected to rise as data centres drive up electricity use.
Is the energy storage sector facing significant turbulence?
Representational image. Credit: Canva The U.S. energy storage sector is facing significant turbulence as approximately 21 GWh of planned battery cell capacity for 2028 has been either canceled or delayed so far in 2025.
Will General Motors make its own energy storage batteries?
General Motors' battery chief Kurt Kelty also told the FT in a recent interview that the company was considering producing its own energy storage batteries.
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