PRESS RELEASE: Energy Storage Industry Poised to Supply 100% of U.S. Projects with American-Built Battery Systems and Power Electronics, U.S. Energy Storage Coalition Report Finds

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WASHINGTON, D.C., March 18, 2026 — According to a new report released today by the U.S. Energy Storage Coalition, domestic energy storage module and system manufacturing capacity has surpassed total domestic project demand — marking a historic inflection point in American industrial capacity. For the first time, American factories have the capacity to supply 100% of future U.S. energy storage projects with American-made battery energy storage systems — including advanced power electronics, battery management systems, controls equipment, operational hardware, and specially engineered and fabricated steel enclosures designed for grid-scale facilities.

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This milestone represents significant progress reducing American reliance on foreign-produced energy, creating new export markets for innovative American manufactured technologies, and strengthening domestic energy supplies at a critical moment for American economic growth. Importantly, this new domestic manufacturing capacity will fuel broader deployment of energy storage resources proven to generate significant energy cost savings, helping keep electricity affordable for American families and businesses.

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In 2024 alone, energy storage helped generate more than $1.4 billion in energy system cost saving for Texas. Across major U.S. grid regions, energy storage could dramatically reduce costs and stabilize electricity markets over the next decade. In SPP, deploying storage could cut future price spikes by 80–90%, saving $2–4 billion, while in MISO, building 10 GW of storage could deliver over $25 billion in savings while helping maintain grid stability. In PJM, deploying 15–20 GW of storage could reduce total system costs by more than 30%, avoiding the load-shedding risks and price shocks that come with an overstressed grid.

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“American energy storage manufacturing has reached a turning point.” said Noah Roberts, Executive Director, U.S. Energy Storage Coalition. “The speed and scale of this accomplishment is a testament to the industry’s commitment to strengthening American industrial power, creating thousands of new jobs, and meeting the historic need for more energy. Americans want affordable, reliable power and U.S. manufactured energy storage is a critical part of the solution.”

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This industry milestone is the leading indicator in a trend toward onshoring essential energy supply chains and building new factories, refineries, and mines across the United States. In addition to systems, the report demonstrates that the industry is on track to supply 100% of U.S. projects with American-made battery cells within the next 12 months. These factories and the rapid growth in energy storage deployment, driven by the President’s energy dominance agenda and mission to secure global AI leadership, serve as one of the leading drivers for U.S. critical minerals investments.

American-Built Energy Storage Systems are an Economic and Industrial Engine

In April of 2025, the energy storage industry committed to investing $100 billion to build American factories and purchase American-made batteries for U.S. energy storage projects. The industry’s investment is expected to generate more than 350,000 American jobs by the end of the decade. This milestone represents meaningful progress on this commitment and boosts America’s end-use demand for critical minerals, further enhancing American supply chain security.

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“Scaling American battery production creates a range of high-quality jobs for Americans all over the country. Grid-scale storage goes beyond delivering affordable power to American homes and businesses, it's driving investment in secure, domestic manufacturing necessary for a resilient energy grid.” — Tristan Doherty, Chief Product Officer, LG Energy Solution Vertech

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"The United States has an opportunity to catalyze domestic supplies of critical minerals, including lithium and synthetic graphite. ExxonMobil plans to become a leading global supplier of high-performance battery materials, and we look forward to partnering with manufacturers to build an end-to-end domestic battery supply chain." — Brad Crabtree, Global Head of Technology Policy, ExxonMobil

Rapidly Scaled U.S. Storage Manufacturing Unlocks Speed to Power

Energy storage can be deployed in 12-24 months, one of the fastest and most cost-effective ways to strengthen America’s power supply. By unlocking underutilized grid capacity and maximizing the performance of operating power plants, energy storage amplifies our grid and builds a much-needed bridge for grid upgrades and investment. A recent report found that many planned industrial facilities and data centers are delayed due to lack of available power supply. Energy storage is the fastest tool we have to expand our grid quickly enough to meet rising power demand while also keeping prices affordable for households and businesses alike.

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“Expanding domestic grid battery production strengthens supply chains, accelerates deployment timelines, and reinforces U.S. leadership in next-generation energy infrastructure needed to meet growing electricity and datacenter demand and better utilize the existing grid.” — Michael Snyder, VP of Energy & Charging, Tesla

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"Fluence has consistently led the charge in deploying American-built energy storage, and these systems are the essential infrastructure for a modern power grid. They act as the grid’s shock absorber, strengthening resilience and helping ensure America has the power it needs for new industrial facilities and data centers." – Peter Williams, Fluence SVP & Chief Product and Supply Chain Officer

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American-Made Energy Storage Helps All Energy Resources Perform Better

Energy storage is designed to maximize the power we can get from our grid. Energy storage technologies charge when there is low cost, excess energy that would otherwise be wasted, then provide that stored energy back to the grid when it’s needed most, making storage a gamechanger for affordability and reliability across the grid. By responding instantly to fluctuations in electricity supply and demand, energy storage balances power generation from all resources and frees up power plants to play a greater role as baseload resources.

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“Energy storage lets us use the grid we already have to its full potential. It adds the flexibility that allows existing power plants to run more efficiently, respond instantly to changes in demand, and extend their operating life. Pairing storage with natural gas and renewable generation strengthens reliability while lowering costs for consumers. With our American factories now capable of fully supplying the systems we need, energy storage is a pivotal component in American infrastructure supporting the next wave of U.S. industrial growth and AI-driven power demand.” — Aaron Zubaty, CEO, Eolian

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“Form’s multi-day duration energy storage technology, manufactured in West Virginia, will help deliver reliable and affordable electricity across the United States. Our American-made, 100-hour battery systems are designed to strengthen grid resilience and efficiency, particularly during prolonged periods of grid stress. As we scale our American manufacturing presence, we're investing in a stronger, more secure power grid.” — Mateo Jaramillo, CEO & Co-Founder of Form Energy

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Watch the March 18, 2026 Media Briefing:

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‍About the U.S. Energy Storage Coalition
The U.S. Energy Storage Coalition unites America’s leading grid battery manufacturers, energy storage developers, owners, and operators. The Coalition advances policies and solutions to ensure grid reliability amidst historic demand for power, lower energy costs for all Americans, strengthen grid capacity to support new industrial infrastructure, and rapidly scale American manufacturing and minerals production.

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