The $65/kWh Incentive Making US Batteries Compete with China

from Clean Power Hour · host Tim Montague, John Weaver

US battery manufacturing capacity is set to hit 145 gigawatt hours by the end of 2026, enough to cover 100% of domestic grid storage demand. Tim Montague and John Weaver break down this milestone and seven more stories on this Clean Power Hour Live.This live episode covers battery manufacturing economics, solar panel technology shifts, offshore wind project costs, global installation records, grid stability regulation, and DIY plug-in solar.EPISODE HIGHLIGHTSUS grid battery manufacturing capacity is expected to double from 70 to 145 gigawatt hours by the end of 2026. (Canary Media)Tesla officials visited Chinese equipment makers, including Maxwell Technologies, to source up to 100 gigawatts of solar manufacturing equipment. (Reuters)India deployed 49 gigawatts of solar in 2025, surpassing the US at 45 gigawatts for the first time. (PV Tech)The Coastal Virginia Offshore Wind facility, an $11.5 billion project, delivered its first power to the grid. (Riviera)GCL OptoElectronics secured China's first commercial perovskite silicon tandem PV module order at 1.2 megawatts. (PV Magazine)Fraunhofer researchers found that certain solar panel cleaning agents damage anti-reflective coatings and reduce module performance by up to 5%. (PV Magazine)Battery manufacturing economics, tariff math, and grid regulation changes are moving faster than most project timelines. If you develop, finance, or install clean energy systems, the numbers in this episode affect your next bid. Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email [email protected] Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: [email protected] sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

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This episode was published on April 7, 2026.

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