Key Points
Analysts at the US Department of Homeland Security shared an internal report to local agencies in August, warning them about the economic risks of using Chinese utility storage batteries..
The document, first obtained by national security transparency nonprofit Property of the People and seen by WIRED, accuses Chinese companies of using Peoples Republic of China state support to quickly and cheaply enter the emerging US utility battery energy storage industry and create supply chain dependencies on China, and asks that any suspicious activity be reported...
Following efforts to curb Chinese EV companies competitiveness, the US government is now also concerned about how domestic utility companies could become too dependent on Chinese batteries for energy storage...
Chinese original equipment manufacturers currently supply about 90 percent of the energy storage system batteries, actually a larger share than for EVs, says Vanessa Witte, a senior research analyst at Wood Mackenzie who focuses on US energy storage..
It is simplistic to see this as just unfair competition due to Chinese government support, as a lot of what China did, such as creating demand for batteries through EV subsidies, is not unlike what we see in the West today, says Yayoi Sekine, head of energy storage research at BloombergNEF...
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