Applications: Stationary Energy Storage
Pages 182–232 (51 pages)
Text on page 222
Changing US Federal Policy Environment U.S. incentives accelerate domestic battery production while new tariffs, FEOC rules, and China controls force fast supply-chain diversification. Legislation / Rule
Description
Effects on Stationary Energy Storage
BBBA Build Back Better Act 2021, proposed)
Proposed climate spending bill; not enacted but informed IRA design.
Set early direction for domestic manufacturing incentives and supply-chain reshoring later implemented under IRA.
ITC Investment Tax Credit (expanded 2023
30% tax credit; standalone storage eligible from 2023. Adders raise credit to 4070%.
Improves BESS project economics; accelerates utility-scale and C&I deployment across the US.
IRA Inflation Reduction Act 2022
§45X PTC for domestic battery manufacturing; §48/§45 ITC/PTC for storage.
Anchor policy for BESS deployment and US supply chains; drives gigafactories and project pipelines.
Tariffs – AD/CVD & Section 301 20242025
Higher duties on Chinese Li-ion batteries, components (e.g. anodes), EVs, and minerals.
Raises import costs; shifts sourcing toward North America and Korean/Japanese suppliers.
OBBA One Big Beautiful Bill FEOC / PFE Rules 20242025
Limits credits for entities linked to China, Russia, Iran, or North Korea.
Disallows some EV/manufacturing credits; reshapes sourcing, JV structures, and mineral supply.
China Export Controls 20232025
Export licensing on graphite and advanced battery materials/technologies.
Increases supply risk; accelerates diversification, domestic processing, and recycling.
See the Policy section for wider commentary on US ESS-related policies. Source:: https://www.congress.gov/bill/117th-congress/house-bill/5376, https://www.irs.gov/credits-deductions, https://www.congress.gov/bill/117th-congress/house-bill/5376, https://ustr.gov/issue-areas/enforcement/section-301-investigations, https://www.energy.gov/articles/feoc-guidance, http://english.mofcom.gov.cn
Extracted from the PDF; charts and images may read imperfectly.
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