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White House emergency order bans Chinese batteries from grid storage

MIT Technology Review reports that a late August executive order curbs Chinese energy storage imports.

Updated Sep 10, 2026 · 10:47 UTC1 reports

The short version

  • A late August executive order declared a national emergency that bars Chinese batteries from use in grid-scale energy storage installations.[MIT Technology Review]
  • The directive combines with tariff increases to 25% and 2026 domestic-sourcing rules for federal tax credits.[MIT Technology Review]
  • Consultancies warn that domestic supply may not meet demand until the 2030s, risking project delays, cost increases, or cancellations.[MIT Technology Review]

Key facts

  • An executive order issued in late August declared a national emergency that essentially prohibits Chinese batteries in grid-scale storage systems.[MIT Technology Review]
  • Battery import taxes rose to 25% in January, up from 7.5%.[MIT Technology Review]
  • Starting in 2026, 55% of material costs for new storage projects must come from outside China and restricted nations to retain tax credits.[MIT Technology Review]
  • According to BloombergNEF, the policy shift is likely to slow near-term deployment of grid-connected energy storage projects.[MIT Technology Review]

What remains uncertain

  • Whether domestic production will match demand before the 2030s remains uncertain as factory ramp-ups and full operational capabilities develop.[MIT Technology Review]

Sources

Outlet counts describe coverage, not independent confirmation. Reports may share a wire service or original source.