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He also acts as a liaison to the press. He has a PhD in electrochemistry from the University of Nottingham.","https://www.linkedin.com/in/birdmatthew/",{"type":576,"content":577},"doc",[578,585,592,597,602,607,612,617,622,627,632,637,642,647,652],{"type":579,"attrs":580,"content":581},"paragraph",{"textAlign":49},[582],{"text":583,"type":584},"Rho Motion analysts attended the recent RE+ event in Las Vegas Nevada, the largest clean energy event in North America. RE+ is a pivotal opportunity to put the finger on the pulse of the US energy transition, and this year provided insights into investor sentiment and technology developments.","text",{"type":586,"attrs":587,"content":589},"heading",{"level":588,"textAlign":49},4,[590],{"text":591,"type":584},"Notable product launches from Tesla and e-STORAGE",{"type":579,"attrs":593,"content":594},{"textAlign":49},[595],{"text":596,"type":584},"RE+ is typically used as a platform for new product launches, and the 2025 event was no different.",{"type":579,"attrs":598,"content":599},{"textAlign":49},[600],{"text":601,"type":584},"Tesla released:",{"type":579,"attrs":603,"content":604},{"textAlign":49},[605],{"text":606,"type":584},"The product aims to reduce commissioning time by 23% and achieve a 40% reduction in construction costs. This latest product will be produced from Tesla’s 50GWh Houston facility, currently under construction, and will be ready for shipment in H2 2026.",{"type":579,"attrs":608,"content":609},{"textAlign":49},[610],{"text":611,"type":584},"Additionally, Tesla released:",{"type":579,"attrs":613,"content":614},{"textAlign":49},[615],{"text":616,"type":584},"Other notable unveilings included:",{"type":586,"attrs":618,"content":619},{"level":588,"textAlign":49},[620],{"text":621,"type":584},"Policy uncertainty remains key topic of conversation",{"type":579,"attrs":623,"content":624},{"textAlign":49},[625],{"text":626,"type":584},"Aside from new product releases, the dominating theme of the conference was Foreign Entity of Concern (FEOC) and One Big Beautiful Bill Act (OBBBA) compliance. Conversations with system integrators, developers and investors yielded a range of responses and concerns regarding the regulatory limbo in which the US storage industry finds itself.",{"type":579,"attrs":628,"content":629},{"textAlign":49},[630],{"text":631,"type":584},"The available US-produced cells are being snapped up, with Tesla and EG3 announcing offtakes with LG Energy Solution for domestically manufactured cells. Notably a strong interest in Korean cells was also expressed from a number of other integrators and developers Rho Motion met with.",{"type":579,"attrs":633,"content":634},{"textAlign":49},[635],{"text":636,"type":584},"Elsewhere, those who have recently brought online or are planning LFP production in the coming years shared the likelihood of changes in ownership structures as well as supply chain adjustments in the coming months to ensure they can provide eligible products from 2026.",{"type":586,"attrs":638,"content":639},{"level":588,"textAlign":49},[640],{"text":641,"type":584},"How are developers responding to the changing market?",{"type":579,"attrs":643,"content":644},{"textAlign":49},[645],{"text":646,"type":584},"Developers are now prioritising Engineering, Procurement, and Construction (EPC) cost reductions with fears of hardware costs increasing and increasing fears of IRA tax-credit eligibility, which makes Tesla’s announcement all the more relevant. Indeed, with Powin’s exit from the market, there are murmurings of developers considering integrating their own systems and removing the role of bespoke integrator altogether.",{"type":579,"attrs":648,"content":649},{"textAlign":49},[650],{"text":651,"type":584},"Overall, the momentum of transition remains, yet the question of how to maintain it in the context of such regulatory uncertainty was the key takeaway from this years’ conference. ",{"type":579,"attrs":653,"content":654},{"textAlign":49},[],"Rho Motion analysts attended the recent RE+ event in Las Vegas Nevada, the largest clean energy event in North America. RE+ is a pivotal opportunity to put the finger on the pulse of the US energy transition, and this year provided insights into investor sentiment and technology developments. Notable product launches from Tesla and e-STORAGE […]",[657],{"slug":567,"name":568,"content":658},{"job_title":570,"image":659,"bio":573,"linkedin":574},{"filename":572},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"94a99a62-0ef6-4424-b693-77f2369be512\", \"id\": \"\"}-->","article",[663,666,669],{"slug":664,"name":665},"batteries","Batteries",{"slug":667,"name":668},"ess","ESS",{"slug":670,"name":671},"new-energy","New Energy","private",{"id":49,"alt":674,"name":674,"focus":674,"title":674,"source":674,"filename":675,"copyright":674,"fieldtype":676,"meta_data":677,"is_external_url":51},"","https://a.storyblok.com/f/287943243085208/e301e43adf/bm-image-from-ios-scaled.jpg","asset",{"alt":674,"title":674,"source":674,"copyright":674},"Sep 23, 2025","23rd September 2025",[],[],1782229488533]