"Automakers have a huge excess of battery capacity due to shifted EV demand. This capacity is now being redirected from cars to stationary battery power."
"One of the largest new customer bases in this market are all of those new AI data centers popping up across the U.S. The tech companies aren't just using the batteries for emergencies."
"Giant grid-scale battery packs can store electricity from renewable sources, which are intermittent. They can also help reduce costs and manage grid loads during times of high demand."
"By the numbers, automakers planned for around 275 gigawatt-hours of capacity. This year, total U.S. battery demand is only expected to hit 182 GWh."
Automakers are facing an excess of battery capacity as demand for electric vehicles has not met expectations. This surplus is being redirected towards stationary battery energy storage systems (BESS), which are increasingly adopted by AI data centers and critical infrastructure. BESS can store renewable energy and help manage grid loads, reducing costs during peak demand. Automakers had planned for 275 gigawatt-hours of capacity, but U.S. battery demand is projected at only 182 GWh, with 37% allocated for BESS.
Read at insideevs.com
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