Does grid energy storage have a supply chain resilience?

This report provides an overview of the supply chain resilience associated with several grid energy storage technologies. It provides a map of each technology’s supply chain, from the extraction of raw materials to the production of batteries or other storage systems, and discussion of each supply chain step.

Is grid instability a risk?

For investors, grid instability is a risk, but also an opportunity. Companies like NextEra Energy, Dominion, and Avangrid are investing billions in grid modernization and diversified generation. Avangrid alone plans $20 billion through 2030 across 23 states. Independent power producers are also benefiting from the shifting landscape.

Could a shortfall in grid infrastructure undermine energy security?

Without greater policy attention and investment, shortfalls in the reach and quality of grid infrastructure could put the goal of limiting global warming to 1.5 °C out of reach and undermine energy security, the report warns.

Why does the United States lag in grid storage?

Reliance on other countries for critical raw and refined materials, components, and products—The United States lags Asia, and especially China, in the manufacture and supply of materials, components, and end products for grid storage.

What's going on with the aging power grid?

The grid is strained by increasing demand from electricity-hungry data centers and electric vehicles, disruptions due to severe weather events, and more. The Federal Energy Regulatory Commission recently issued a sweeping reform to transmission grid planning in an effort to improve the nation's aging power grid. (Photo by Joe Raedle/Getty Images)

Will grid demand overtake EV demand?

And battery manufacturers now see grid demand overtaking slumping EV needs in the U.S.