LG Ditches EV Batteries for Grid Storage. Big Signal.
LG Energy Solution and GM are converting their Tennessee EV battery plant to LFP production for the US grid storage market. The $70 million retooling signals a broader industry shift as EV demand in the US slows and grid storage demand accelerates. Tim Montague and John Weaver break down what this means for battery pricing, domestic manufacturing, and project developers on this week's Clean Power Hour Live.
They also cover the natural gas supply disruption that sent European energy prices up 27%, balcony solar legislation advancing in 24 states, and the debut of robotic solar construction…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.