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Powering the Future

January 30, 2025
The rapid expansion of AI-driven technologies in the U.S. and abroad (see: China + DeepSeek) is driving a surge in energy demand, challenging grid infrastructure, and traditional energy supply. President Trump’s "All-of-the-Above" energy strategy — which includes gas, nuclear, and renewables — remains key to supporting this expansion. Amid the energy revolution, storage and battery technologies can be the critical link that prevents grid overload and ensures reliable supply.

President Trump seeks to reduce reliance on foreign energy sources and strengthen domestic energy dominance. By storing excess energy from both renewable and conventional sources, advanced battery technologies offer the flexibility to achieve these goals and provide grid reliability. The current and coming immense power demands from artificial intelligence will also require a dual focus on energy management and storage solutions.

Battery storage is no longer an optional add-on; it’s essential for a resilient domestic and international energy strategy.

Internationally we must minimize reliance on geopolitical rivals like Russia and China, who have benefited from U.S. disengagement from global energy markets while enriching our enemies abroad under former President Biden. “These (Biden) policies drove up the price of energy and inflation in our country, making all Americans poorer. And they made electricity harder to acquire than ever before just when critical emerging industries in tech and transportation needed it most.”

Domestically, battery manufacturing is central to reducing reliance on foreign supply chains from nefarious actors. Along with tax credits and sourcing requirements, pushing for energy storage innovations ensures that, as AI-driven demand grows, the grid remains adaptable and reliable—without overreliance on any single energy source.

To meet the rising demand from AI, electric vehicles, and industry, the U.S. needs to push a comprehensive storage solution. Battery storage helps balance intermittent renewable energy sources like wind and solar, stabilizing prices and reducing reliance on imports. Further integration will lower grid stress while powering the data centers of tomorrow.

Recently, lithium iron phosphate (LFP) batteries have underscored the growing importance of energy storage innovation. LFP technology is cheaper and more resilient than traditional lithium-ion batteries, offering significant benefits for both storage and reducing supply chain dependence. By integrating these advancements into energy storage infrastructure, grid stability is enhanced, U.S. energy independence is strengthened, and innovation is fueled.

However, safety concerns were raised after the January 2025 fire at Moss Landing, once the world’s largest grid battery. This incident, tied to older designs, has spurred the industry to adopt modern safety protocols, such as modular container designs and enhanced fire suppression systems. These updates, along with new safety codes, have significantly improved safety standards in newer facilities, making battery storage a reliable and secure component of the energy grid.

Policymakers must seize this opportunity to embrace an all-the-above energy strategy that includes not only energy production but also storage infrastructure. As battery storage costs continue to fall and regulations like FERC’s Order 841 unlock new market opportunities, the U.S. is poised for an energy transformation. From solar-plus-storage projects outbidding natural gas in states like Arizona and Colorado to New York setting ambitious storage goals, the future is dynamic, with energy storage at the core of this shift.

As the U.S. seeks to solidify its position as a global leader in both energy and technology, scaling up energy production and storage is essential. Battery storage plays a pivotal role in this ambition, offering the flexibility to balance diverse energy sources and meet the surging demand driven by AI innovation. By advancing storage technologies and reducing reliance on foreign supply chains, the U.S. can ensure long-term energy security and foster continued technological growth, positioning itself at the forefront of global energy innovation.

Kyle Wiley, a former Senior Advisor at the U.S. Department of Energy, is Chief Accounts Officer at Connector, a boutique government relations firm with offices in Washington, D.C., and Dallas, Texas.
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