IN Tariff reconciliation If President Trump had announced that he could break out the use of giant batteries on Wednesday that energy companies are increasingly installed to help them touch more wind and solar energy and to spread the electric network more reliable.

In the past five years, network batteries have become one of the largest growth industries In the US energy sector. In countries such as Texas and Arizona, companies install piles of lithium-and cells size containers for shipping containers. They can absorb excess wind and solar energy and save when necessary. In California is the use of a solar energy storing batteries for the evening hours helped utility services to reduce the amount natural gas that burns.

However, most American lithium-Ion batteries are still imported, and 69 percent of these imports come from China 2024, Bloombernef states. The last round of Mr. Trump’s tariff, combined with earlier trade moves, will impose 64.5 percent of the tax battery taxes from China, and that rate would rise to 82 percent of next year.

“This will muffle the implementation of American energy storage,” Jason Burwen, Vice President of Politics and Strategy in Gridstor Battery Battery, wrote in a post on social networks. “Bad for business, bad for the reliability of the network.”

Energy companies It was expected to install This year, a record 18,200 megawatt capacity of the network capacity, enough to store entire production from 18 large nuclear reactors for a few hours, according to the US Energy Information Administration. Together, the batteries, wind and solar energy were expected to make up for 93 percent of the capacity added to the net.

These batteries help resolve the greatest weaknesses of renewable energy sources: the fact that the wind and the sun are not always available. In large extent countries, they rely on solar energy such as California and Texas, the flourishing in the battery installations helped reduce the risk of disappearance during the hot summer months, working together with gas plants to ensure power when demand.

But the batteries are not only useful to add more renewable energy sources: utilities also use them to smooth small disorders in electricity flow, say if the power plant is unexpectedly off the network. Or can be used to reduce congestion on the laptops.

Companies have largely installed network batteries because the price of lithium-ion technology is fallen (batteries are similar to those found in electric cars). The tariffs could reverse that trend.

“Batteries are the only main pure technological sector in which imports are still superior to come from China,” said Antoine Vagneur-Jones, head of retail and supply chains in Bloombergnef. “So the influences of these tariffs will be much greater for batteries than for other technologies.”

In recent years, the United States has begun to build a domestic chain of battery supply. Following the Law on Inflation Decreasing, Administration of Biden poured billions of dollars into new batteries factories and offered tax breaks for both domestic manufacturers and for using batteries in nets and electric vehicles.

But many of these factories are facing an uncertain future now that President Trump and Republicans want to restore various pure energy policies in Congress.

The teasing of the precise effects of the tariff on the energy mix is ​​complicated, said Mr. Vagneur-Jones. Currently, the batteries are often competing with natural gas facilities as a technology to fill in the gaps of remaining fluctuating wind and solar energy.

But to many electricity companies will not always be so easy to increase the use of gas: there Long global backlog for new gas turbinesAnd a company trying to build a new gas factory from scratch may have to wait until 2030 or beyond. Oil and gas industry also injures new tariffs In steel and aluminum, which can affect everything, from a steel pipe used for a plant of new gas wells to power transformer.

“It is always tempting to say that these tariffs are good for fossil fuels, bad for pure energy,” said Mr. Vagneur-Jones. “But I think it’s just bad for everyone.”