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How Trump’s Tariffs Could Hobble a U.S. Battery Boom

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How Trump’s Tariffs Could Hobble a U.S. Battery Boom

The sweeping tariffs that President Trump announced on Wednesday could hobble the use of giant batteries that energy companies are increasingly installing to help them tap more wind and solar power and make the broader electric grid more reliable.

Over the past five years, grid batteries have become one of the biggest growth industries in the U.S. energy sector. In states like Texas and Arizona, companies have been installing stacks of lithium-ion cells the size of shipping containers. They can soak up excess wind and solar energy and save it for when it’s needed. In California, the use of batteries to store solar power for the evening hours has helped utilities reduce the amount of natural gas that is burned.

Yet the majority of America’s lithium-ion batteries are still imported, and 69 percent of those imports came from China in 2024, according to BloombergNEF. Mr. Trump’s latest round of tariffs, when combined with earlier trade moves, will impose a 64.5 percent tax on grid batteries from China, and that rate would rise to 82 percent next year.

“This will throttle U.S. energy storage deployment,” Jason Burwen, vice president of policy and strategy at the battery developer GridStor, wrote in a social media post. “Bad for business, bad for grid reliability.”

Energy companies were expected to install a record 18,200 megawatts of grid battery capacity this year, enough to store the entire output from 18 large nuclear reactors for a few hours, according to the U.S. Energy Information Administration. Together, batteries, wind and solar power were expected to make up 93 percent of capacity added to the grid.

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Those batteries help address renewable energy’s biggest weakness: the fact that the wind and sun aren’t always available. In states that rely heavily on solar power like California and Texas, a boom in battery installations has helped reduce the risk of blackouts during the hot summer months by working together with gas plants to provide power when demand spikes.

But batteries aren’t just useful for adding more renewables: Utilities also use them to smooth out small disruptions in the flow of electricity, say, if a power plant unexpectedly tripped offline. Or, they can be used to reduce congestion on transmission lines.

Companies have largely been installing grid batteries because the price of lithium-ion technology has plummeted (the batteries are similar to those found in electric cars). Tariffs could reverse that trend.

“Batteries are the only major clean tech sector where imports still overwhelmingly come from China,” said Antoine Vagneur-Jones, head of trade and supply chains at BloombergNEF. “So the impacts of these tariffs are going to be a lot bigger for batteries than they are for other technologies.”

In recent years, the United States has started to build up a domestic battery supply chain. After the 2022 Inflation Reduction Act passed, the Biden administration poured billions of dollars into new battery factories and offered tax credits for both domestic manufacturers and the use of batteries in both grids and electric vehicles.

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But many of those factories face an uncertain future now that President Trump and Republicans in Congress are looking to roll back a variety of clean energy policies.

Teasing out the precise effects of tariffs on the energy mix is complicated, Mr. Vagneur-Jones said. Right now, batteries often compete with natural gas plants as a technology to fill in the gaps left by fluctuating wind and solar power.

But it won’t always be so easy for many power companies to increase their use of gas: There is a lengthy global backlog for new gas turbines, and a company trying to build a new gas plant from scratch today may have to wait until 2030 or beyond. The oil and gas industry is also being hurt by new tariffs on steel and aluminum, which can affect everything from the steel pipe used to line new gas wells to power transformers.

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

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War breaking news. Israel: two senior Hamas figures hit in northern Gaza. Iran, Trump: ‘No one will control the Strait of Hormuz’

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War breaking news. Israel: two senior Hamas figures hit in northern Gaza. Iran, Trump: ‘No one will control the Strait of Hormuz’

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Iran’s Revolutionary Guards, the Pasdaran, claim that 25 ships have crossed the Strait of Hormuz in the last 24 hours

Idf, two senior Hamas figures hit in northern Gaza

The Israel Defence Forces claim to have hit two ‘senior Hamas figures’ in northern Gaza. The army said more details would be provided later.

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Gaza, Hamas armed wing confirms killing of its leader

The Ezzedine al-Qassam Brigades, the armed wing of the Palestinian Islamist movement Hamas, today confirmed the death of their leader, Mohammed Odeh, who was killed in an Israeli raid on Tuesday evening. This was reported by the France Presse news agency. “The great martyr commander Mohammed Ali Odeh, known as Abu Amr, chief of staff of the Ezzedine al-Qassam Brigades, was killed Tuesday night in a cowardly assassination operation that resulted in his martyrdom, along with that of his wife and children, and caused a number of civilian deaths and injuries,” reads a statement from the Brigades.Israel had announced last night that it had targeted Odeh in an attack and then announced his death in the morning. Hamas had confirmed the death, but did not acknowledge that Odeh had actually succeeded the leadership of the al-Qassam Brigades to Ezzedine al Haddad, who was killed in an Israeli raid in mid-May, as claimed by the Israeli authorities.

Trump, he is negotiating to the point of exhaustion. Tehran unveils draft agreement, White House denies

Iran is “negotiating to the bitter end and wants an agreement. We are not satisfied, but we will be. We may have to go back there and finish the job.” Donald Trump is back to threatening Tehran and dictating conditions for the deal that could end the war. The tycoon made it clear that Iran will not get an easing of sanctions in return for giving up highly enriched uranium. “We’re not talking about sanctions relief or money,” he said during the White House cabinet meeting. The deal, he added, “will have to be perfect. I didn’t go through all this to get a bad one’. One of the consequences of the deal negotiated in these hours, the president pointed out, is that ‘the Strait of Hormuz will reopen immediately’. And ‘it will be open to everybody, it’s international waters, nobody will control it’. Trump then issued a warning to Arab countries: if they don’t adhere to the Abrahamic Accords, ‘I’m not sure we should make the deal’ with the Islamic Republic. “I think they owe it to us. I will not say what is subordinate and what is not,” but “we are asking for it strongly,” he continued. Asked about the possibility of Tehran’s enriched uranium ending up under the control of Russia or China, Trump replied, “I wouldn’t feel comfortable with that.” Reiterating that Iran “will never have a nuclear weapon,” Secretary of State Marco Rubio stressed that “diplomacy is always the first option and we continue to work on that,” adding that the United States has “other options” in the event of no agreement.

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US ally pledges support for Trump’s push to break Iran’s grip on Hormuz: ‘We are ready to contribute’

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US ally pledges support for Trump’s push to break Iran’s grip on Hormuz: ‘We are ready to contribute’

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UNITED NATIONS — The Czech Republic is prepared to help protect freedom of navigation in the Strait of Hormuz and is aligning closely with the Trump administration on security, NATO and Israel, Czech Foreign Minister Petr Macinka told Fox News Digital during an exclusive interview at the United Nations in New York.

Prague already had begun discussions about contributing specialized capabilities to help secure the strategically vital waterway amid growing tensions with Iran, Macinka said while speaking at Security Council-related meetings at the U.N. 

“We are ready to contribute to freedom of passage and the Hormuz trade,” Macinka said. 

“We were among the first countries that were ready to contribute … We have no navy, as we are in the middle of Europe,” he explained, “But we have some unique passive surveillance capabilities.”

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TRUMP SEEKS WARSHIPS FROM OTHER COUNTRIES TO HELP SECURE STRAIT OF HORMUZ

Czech Republic Foreign Minister Petr Macinka arrives at the 135th Session of the Committee of Ministers of the Council of Europe at the Palace of the Republic in Chisinau, Moldova, May 15, 2026. (Vladislav Culiomza/Reuters)

Macinka warned that Iran posed a global threat through what he described as four main “war tools”: nuclear proliferation, drones and ballistic missiles, international terrorism and threats to the Strait of Hormuz. 

“Their nuclear military program must be stopped,” he said. “It’s a global risk and global threat.”

The comments come as the Trump administration has increased pressure on European allies to take a larger role in protecting international shipping routes amid Iranian threats tied to the Strait of Hormuz, one of the world’s most critical oil transit choke points. Roughly one-fifth of global oil consumption passes through the narrow waterway connecting the Persian Gulf to the Arabian Sea.

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Speaking after a meeting with foreign ministers in Sweden Friday, Secretary of State Marco Rubio questioned the value of hosting U.S. military bases in allied countries that later restrict American military operations during wartime.

“One of the arguments I always made was that these bases in the region provided us with logistical options that we wouldn’t otherwise have,” Rubio told reporters. “And when some of those bases are denied to you during a conflict that we’re involved in, then you question whether that value is still there.”

President Donald Trump also has sharply criticized NATO allies over a reluctance to participate in military operations tied to the Iran conflict and securing the Strait of Hormuz. 

Trump said he was “strongly considering” pulling the United States out of NATO after allies failed to join the U.S. campaign against Iran, according to an April 1 interview with Britain’s Daily Telegraph, calling the alliance a “paper tiger.”

Vessels of Iran’s Islamic Revolution Guards Corps are seen during a ceremony marking the National Persian Gulf Day at the Persian Gulf near Bushehr, Iran, April 29, 2024. The National Persian Gulf Day marks the anniversary of the expulsion of Portuguese military forces from the Strait of Hormuz in 1622. (Shadati/Xinhua via Getty Images)

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The Czech Republic, a NATO member since 1999, reached NATO’s benchmark of spending 2% of GDP on defense and has supported calls for Europe to increase military readiness amid Russia’s war in Ukraine.

Macinka strongly defended the administration’s calls for Europe to increase defense spending and reduce dependence on Washington for long-term security guarantees. 

“We should do our homework and build our defense to become stronger,” he said, arguing that Europe had delayed necessary military investments for too long.

He also tied Europe’s defense spending challenges to the European Union’s Green Deal policies, the bloc’s sweeping climate agenda aimed at reducing carbon emissions, calling them ideological and financially destructive. 

“If we get rid of this green, crazy alarmism, then we have enough money to build our defense,” he said.

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The Czech foreign minister also voiced unusually direct support for Trump and his administration, praising what he described as a global “common sense” shift following Trump’s election victory.

“We are friends of Israel, and we are friends of America,” Macinka said. “Especially me as a politician, I’m a friend of the ideology of the current American administration.”

Macinka also referenced a clash earlier in 2026 with former Secretary of State Hillary Clinton at the Munich Security Conference, where he criticized Europe’s liberal political establishment and defended the populist wave reshaping parts of Europe and the United States.

EUROPE MUST LEAD ON UKRAINIAN SECURITY GUARANTEES, GREEK FOREIGN MINISTER SAYS: ‘WE ARE THE NEIGHBORS’

A tanker sits at the Port of Fujairah, as the U.S.-Israel conflict with Iran limits marine traffic in the Strait of Hormuz. (REUTERS / Amr Alfiky / File Photo)

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Macinka linked Prague’s strong support for Ukraine to the Soviet-led invasion of Czechoslovakia in 1968, when hundreds of thousands of Warsaw Pact troops occupied the country for more than two decades.

He said that historical experience continues to shape Czech public opinion and support for Kyiv.

“The Czech society feels a big solidarity with Ukraine,” Macinka said, describing the war as a “symmetric war” between a powerful Russian military and a Ukrainian army backed by the West.

Macinka highlighted Prague’s leading role in a Czech-backed ammunition initiative supplying Ukraine with artillery rounds collected through international donor efforts. 

Recalling a visit to Kyiv earlier in 2026, he said he received intelligence briefings on battlefield ammunition consumption from Ukrainian military officials.

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TRUMP, ZELENSKYY TO MEET FOR KEY DEAL AS NATO ALLIES, RUSSIA WAIT, WATCH

Naval units from Iran and Russia simulate the rescue of a hijacked vessel during joint drills at the Port of Bandar Abbas in Hormozgan, Iran, on Feb. 19, 2026. (Iranian Army/Handout/Anadolu via Getty Images)

The Czech initiative delivered more than half a million rounds of ammunition in 2026 alone, according to Macinka, helping stabilize the battlefield ahead of possible peace negotiations.

Macinka argued that maintaining a stable front is essential for meaningful negotiations, warning that shifting battle lines will only harden demands on both sides.

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Newly recruited soldiers of Ukraine’s 159th Separate Mechanized Brigade participate in integration and advanced training exercises in Kharkiv Oblast on May 14, 2026, after completing basic military training. (Yevhen Titov/Global Images Ukraine via Getty Images)

With Washington increasingly focused on the Middle East, Macinka also said Europe must begin taking a larger diplomatic role in future negotiations over Ukraine.

“America is quite busy with the Middle East,” he said. “Europe should wake up and ask for a place at the table.”

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Rescue teams find five of seven trapped in Laos cave

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Rescue teams find five of seven trapped in Laos cave

The seven Lao ​nationals ⁠had entered the cave in Xaisomboun province last week before heavy rain and a landslide blocked their ⁠exit.

Rescue teams have recovered five of seven villagers who had been trapped for more than a week in a flooded cave in central Laos.

The quintet was found alive on Wednesday. Lao and Thai teams said that they were continuing the search for two others who remain missing.

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“We’ve found 5 people alive and all safe. There are still 2 people we are searching for,” a Laotian volunteer rescue group said in a social media post.

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“At 4:30 pm [09:30 GMT], we found our target. We found five people. We are looking for the other two,” added Thai rescuer Kengkach Bangkawong in a separate post.

Thai volunteer rescuer Chakrakrit Taengtung posted a video on social media showing him and the five rescued villagers all cheering.

The video suggested that they were in good health and good spirits as they raised their arms in the air ⁠and smiled.

This handout image released by Metta Tham Rescue Kalasin on May 26, 2026, shows rescue workers speaking outside a cave in Xaisomboun province [AFP]

The seven Lao nationals ⁠entered the cave in Xaisomboun province last week. Shortly afterwards, heavy rain and a landslide blocked their ⁠exit, according to a local volunteer group and state-run Lao Phattana News.

A ⁠Thai volunteer group joined the ⁠rescue operation on Sunday. The team included a diver who took part in the 2018 rescue of 12 boys and their ‌football coach from a flooded cave in northern Thailand, an operation that drew global attention and ‌involved divers from across the globe.

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Videos shared online showed that reaching the cave’s entrance required a steep hike of roughly 4 kilometres (2.5 miles). The entrance is also steep and rocky, and barely wide enough for a single person to climb through.

There has been no official confirmation on why the villagers went into the cave. However, rescuer Bounkham Luanglath, from the Lao organisation Rescue Volunteer for People, said the cave was frequented by local residents looking for gold, even though authorities had repeatedly warned of safety concerns.

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