Market Signal: domestic content rules meet a supply base that does not exist
More than 90% of US grid-scale batteries depend on China for at least one critical component.
International Energy Agency released data this week putting the global lithium-ion battery market above $150 billion in 2025, with more than 90% of batteries deployed for grid-scale storage in the US relying on China for at least one critical supply chain component.
The signal Domestic manufacturing has become a project qualification requirement rather than policy rhetoric. Midstream component manufacturing is the gap, and ITC domestic content rules are forcing the issue before the domestic supply base exists at scale.
Hiring Supply Chain Directors, Manufacturing Operations Leaders, and Procurement Specialists who can navigate domestic content frameworks stay in sustained demand as the industry localizes supply chains.