As of January 14, 2025, Clean Energy Associates (CEA) stated that batteries imported from China will face tariff levies of 150% if all trade actions now under consideration by the US Congress and executive branch come to pass. [1] As a result, US prices for 5 MWh lithium-ion battery systems made in China could increase by 8% from 2023 to 2028 despite a substantial expected decline in lithium carbonate prices over the same period. There are four separate trade actions under consideration against Chinese battery system storage manufacturers, but CEA suggests that it is unlikely for all of the tariffs to be levied simultaneously. Nevertheless, CEA stated that the trade actions would increase the prices that US buyers pay for imported lithium-ion batteries despite a 69% fall in the lithium carbonate price from 2023 to 2024.

[1] https://info.cea3.com/hubfs/ESS%20PFR/CEA%20Q4%202024%20ESS%20PFR%20Report%20Sample.pdf