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China's solar expansion threatens US battery supplies, highlighting the need for domestic manufacturing boost.
The US is facing a battery shortage as China plans a massive expansion in solar manufacturing, holding an 85% market share.
The Inflation Reduction Act offers subsidies to boost domestic solar manufacturing and reduce dependence on China.
However, China's expansion could worsen the battery shortage needed for storing solar energy.
Meanwhile, the US solar industry warns of challenges from trade tariffs and policy disruptions, while aiming to strengthen domestic production and innovation.
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La expansión solar de China amenaza los suministros de baterías de Estados Unidos, lo que pone de relieve la necesidad de impulsar la fabricación doméstica.