Comments on: 3-GWh lithium battery factory in South Carolina to make ESS for grid-scale applications https://www.solarpowerworldonline.com/2022/12/3-gwh-lithium-battery-factory-in-south-carolina-to-make-ess-for-grid-scale-applications/ Covering the world of solar power technology, development and installation. Fri, 09 Dec 2022 17:58:17 +0000 hourly 1 https://wordpress.org/?v=6.2 By: Solarman https://www.solarpowerworldonline.com/2022/12/3-gwh-lithium-battery-factory-in-south-carolina-to-make-ess-for-grid-scale-applications/#comment-138539 Fri, 09 Dec 2022 17:58:17 +0000 https://www.solarpowerworldonline.com/?p=100766#comment-138539 On the tariff front, it seems China has a tariff on lithium ion batteries that are (primary) batteries, but not the (LFP) secondary batteries. This hints that CATL, BYD, EVE, SVolt, GOTION can supply about 75% of the Worlds demand for (LFP) and undercut companies like Pomega in overall costs. It is not clear where Pomega would get the supply chain materials for the ESS units. These may also come from China without tariffs, but could still be non competitive with the current battery manufacturing plants like BYD and CATL offering ESS products also.

The “good news” created buzz by the passing of the IRA may fade to failure when the money runs out and the U.S. manufacturers find they still can’t compete with China.

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