EV slowdown fuels a new boom in grid-scale batteries

US factories built to supply electric-vehicle batteries are shifting to stationary storage as EV demand weakens and power demand from data centers and new factories rises. The shift is visible at TransGrid's Atlas projects in Arizona, where contractor Qcells is using US-made LG Energy Solution cells.

• EV battery plants are pivoting to grid storage cells
• Data centers and new factories drive rising power demand
• TransGrid's Atlas project in Arizona uses LG Energy Solution cells
• The new market still relies on federal incentives and China-linked supply