The fast-growing U.S. energy storage market could face a near-term shock as moves accelerate to cut reliance on Chinese-made batteries, raising worries about delays and higher costs. An executive order issued in late August under the Trump administration bans installation of foreign-made large-scale power system equipment deemed a national security risk, covering battery energy storage systems as well as inverters and transformers. Analysts say projects could be delayed while rules are clarified.

A shortage of gas turbines is emerging as a new bottleneck for AI development as demand to secure power for data centres surges, but supplies for natural gas generation fail to keep pace, Gigazine reported on Aug. 24. Some AI companies are building gas power plants on their own sites to cut long-term electricity costs. Manufacturers are signalling long lead times, while overall power equipment prices doubled from 2023 to 2025.