How the U.S. Battery Industry Could Gain From the Trade War

Douglas McIntyre, Editor-in-Chief at Climate Crisis 24/7, explains how the ongoing U.S.-China trade war—particularly over EV battery components and rare earth materials—could unexpectedly benefit American battery manufacturers. While the conflict hampers the energy transition and hurts U.S. utilities and EV makers, it opens a rare window for domestic producers to expand their market share by filling the gap left by restricted Chinese imports.