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# Energy Storage Capacity Outpaces EV Demand in 2025
- URL: https://adjacent.media/signals/energy-storage-capacity-outpaces-ev-demand-in-2025/
- Published: 2026-04-12T11:01:22.000Z
- Updated: 2026-04-12T11:01:22.000Z
- Description: The U.S. battery manufacturing base has overcapacity relative to domestic EV adoption rates. Producers are redirecting nearly a terawatt-hour of newly announced capacity toward stationary energy storage and grid applications instead.
- Author: Jonathan Greene
- Tags: #signal, theme-connected, energy, infrastructure

Source: [Christopherchico](https://christopherchico.substack.com/p/the-battery-chronicle-briefing-1)

The U.S. battery manufacturing base has overcapacity relative to domestic EV adoption rates. Producers are redirecting nearly a terawatt-hour of newly announced capacity toward stationary energy storage and grid applications instead. Automakers aren't buying batteries fast enough to justify the supply chain investments made during the 2020-2023 subsidy rush, so the industry is competing in a different market with different customers and margin profiles. The shift exposes which battery makers can operate profitably in lower-margin storage plays versus those dependent on automotive volume, while changing grid infrastructure investment patterns that will outlast any EV market correction.