The report “Energy Storage Powers American Manufacturing” published by US Energy Storage Coalition highlights that energy storage is rapidly becoming one of the most powerful engines of American industrial growth. Across battery systems, cells, and critical minerals, energy storage is rapidly building a full-stack, end-to-end American supply chain. This momentum follows the industry’s 2025 commitment to invest $100 billion in American manufacturing and minerals production, which ultimately is expected to generate over 350,000 new jobs. Energy storage now represents one of the fastest-growing advanced manufacturing sectors in the US economy.
In 2026, U.S. energy storage module and system manufacturing capacity is projected to exceed total domestic project demand for the first time, marking a historic inflection point. US battery module and systems manufacturing is the front line of America’s energy storage industrial resurgence. These facilities assemble battery cells into high-performance modules and integrate them into grid-ready energy storage systems that deliver capacity, resilience, and flexibility to the power system.
As deployment of energy storage accelerates, US cell factories are scaling rapidly to meet domestic demand. Cell manufacturing is experiencing a meteoric rise, scaling from near-zero production capacity several years ago to its current trajectory where American manufacturing capacity is on track to rise above domestic energy storage project demand within the next year. As American factories ramp, they are positioning the US as a global leader in advanced battery manufacturing.
Energy storage deployment is also driving investment in domestic production of materials for battery anodes, a crucial component in battery cell manufacturing. As deployment of energy storage continues to grow, the industry expects to see a growth of investment and production of synthetic graphite, active anode materials, and anode components, strengthening the broader battery manufacturing industrial base and creating high-quality jobs in US.
Access the report here