How the U.S.-China Trade War Could Derail the
China is the dominant global manufacturer of nearly all clean energy products, but some U.S. sectors depend much more on China
Markets are increasingly seeking energy storage for capacity services (including through capacity markets). Japan, Poland, the UK, Chile, the US Southwest, New York and Australia are new markets opening up these opportunities.
South Korea will hold an auction for storage to reduce renewable curtailment and published a new policy to revive its commercial storage sector. Australia and Japan are both executing new capacity auctions for clean firm capacity which benefit energy storage installation by providing long-term capacity payments.
China is the dominant global manufacturer of nearly all clean energy products, but some U.S. sectors depend much more on China than others. The Americans who install solar panels won't be especially worried by the new tariffs—at least not more worried than they already are by U.S. trade barriers.
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