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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":579,"content":580},"doc",[581,600,605,610,624,629,648,659,666,673,678,685,691,697,703,708,713,718,723,729,734,739,744,749],{"type":582,"attrs":583,"content":584},"paragraph",{"textAlign":49},[585,588,598],{"text":586,"type":587},"The US has taken a different course to many other major economies on the energy transition in general, and electric vehicles (EVs) in particular, since the return of Donald Trump as president in January 2025. In April 2026, ","text",{"text":589,"type":587,"marks":590},"EV sales were down",[591],{"type":592,"attrs":593},"link",{"href":594,"uuid":595,"anchor":49,"target":596,"linktype":597},"/publications/briefings/all-ev-sales/april-2026-major-market-ev-sales","c50df223-e0c3-4243-8410-b01c0a0e1b89","_blank","story",{"text":599,"type":587}," 33% year-to-date year-on-year – a mirror image of another major Western economy, Germany, which was up 33% over the same period. What is different about the US?",{"type":582,"attrs":601,"content":602},{"textAlign":49},[603],{"text":604,"type":587},"The 2025 expiration of federal tax credits, such as the 30D clean vehicle and 25E used EV credits, as well as other changes to the structure of the EV market introduced under the One Big Beautiful Bill Act (OBBBA), have resulted in major changes to demand. These changes mean internal combustion engine (ICE) car sales are expected to significantly outpace battery EVs (BEVs) through to 2030 in the US market, while there have already been a number of electrification-related write-offs and profit hits among US OEMs, including Ford with $19.5bn, General Motors with $7.9 billion, and Stellantis with $26bn.",{"type":582,"attrs":606,"content":607},{"textAlign":49},[608],{"text":609,"type":587},"Battery energy stationary storage (BESS) demand has not been affected in the same way by the OBBBA. The 45X manufacturing credit, introduced under the Biden administration’s Inflation Reduction Act (IRA), continues to support production of BESS cells despite some changes.",{"type":582,"attrs":611,"content":612},{"textAlign":49},[613,615,622],{"text":614,"type":587},"As well as these shifts, there is expected to be a significant increase in energy and energy storage demand from the growth of AI and the commensurate expansion in data centres across the US. According to ",{"text":616,"type":587,"marks":617},"Benchmark’s Q2 2026 BESS Forecast",[618],{"type":592,"attrs":619},{"href":620,"uuid":49,"anchor":49,"target":596,"linktype":621},"https://data.benchmarkminerals.com/bess/data-reports","url",{"text":623,"type":587},", global data centre BESS demand is expected to increase by over 160% through to 2030, with nearly half of this expected to come from the US as a result of its dominance in the data centre space.",{"type":582,"attrs":625,"content":626},{"textAlign":49},[627],{"text":628,"type":587},"Upstream, the US faces a similar challenge to many other nations in the West: the dominance of China. Both the Trump administration and the Biden administration preceding it have made policy announcements as they bid to secure access to critical minerals, including lithium, cobalt, rare earths and others.",{"type":582,"attrs":630,"content":631},{"textAlign":49},[632,637,644],{"text":633,"type":587,"marks":634},"Join government officials, financiers, and industry participants at our premier supply chain conference, ",[635],{"type":636},"italic",{"text":638,"type":587,"marks":639},"Giga US 26",[640,643],{"type":592,"attrs":641},{"href":642,"uuid":49,"anchor":49,"target":596,"linktype":621},"https://www.benchmarkminerals.com/events/giga-usa",{"type":636},{"text":645,"type":587,"marks":646},", in Washington DC on 9–10th June to get more insights on Trump's policy agenda and the US’ next steps on energy security.",[647],{"type":636},{"type":649,"attrs":650},"blok",{"id":651,"body":652},"616767c7-219c-4354-b512-2a9bc6422070",[653],{"id":654,"_uid":655,"type":656,"component":657,"fixed_height":658,"use_fixed_height":50,"fixed_height_mobile":658,"fixed_height_tablet":658},"29059039","i-425f35ea-a769-4828-8082-c2ff19231ca6","visualisation","ContentFlourish","",{"type":660,"attrs":661,"content":663},"heading",{"level":662,"textAlign":49},2,[664],{"text":665,"type":587},"Key policies",{"type":649,"attrs":667},{"id":668,"body":669},"52d27f2b-42e7-4527-b5df-693507734ed9",[670],{"id":671,"_uid":672,"type":656,"component":657,"fixed_height":658,"use_fixed_height":50,"fixed_height_mobile":658,"fixed_height_tablet":658},"29073627","i-90d3cebd-e112-4ff6-a2da-9b4848d66ac4",{"type":660,"attrs":674,"content":675},{"level":662,"textAlign":49},[676],{"text":677,"type":587},"US in numbers",{"type":649,"attrs":679},{"id":680,"body":681},"4227142a-8d51-4289-a431-11a6771f8202",[682],{"id":683,"_uid":684,"type":656,"component":657,"fixed_height":658,"use_fixed_height":50,"fixed_height_mobile":658,"fixed_height_tablet":658},"28992264","i-37d2e424-136f-40cb-b736-32ec74109ca6",{"type":649,"attrs":686},{"id":680,"body":687},[688],{"id":689,"_uid":690,"type":656,"component":657,"fixed_height":658,"use_fixed_height":50,"fixed_height_mobile":658,"fixed_height_tablet":658},"29058740","i-ba3bc790-14a9-44d3-aed3-ad31a878c02d",{"type":649,"attrs":692},{"id":668,"body":693},[694],{"id":695,"_uid":696,"type":656,"component":657,"fixed_height":658,"use_fixed_height":50,"fixed_height_mobile":658,"fixed_height_tablet":658},"29074500","i-1b05f7d2-36b5-4f77-a9a6-d4cd8cbd9d57",{"type":649,"attrs":698},{"id":668,"body":699},[700],{"id":701,"_uid":702,"type":656,"component":657,"fixed_height":658,"use_fixed_height":50,"fixed_height_mobile":658,"fixed_height_tablet":658},"28991795","i-ee060959-8747-4033-a3b3-6904d0d41106",{"type":660,"attrs":704,"content":705},{"level":662,"textAlign":49},[706],{"text":707,"type":587},"In focus: BESS, Ford and NextEra",{"type":582,"attrs":709,"content":710},{"textAlign":49},[711],{"text":712,"type":587},"On 11 May, the US’ second-largest automaker, Ford, launched its new subsidiary, Ford Energy. Its expansion into energy storage highlights the redirection of several US-based manufacturers’ focus onto BESS.",{"type":582,"attrs":714,"content":715},{"textAlign":49},[716],{"text":717,"type":587},"Ford Energy’s DC Block BESS cell will be LFP-based and will be used in the planned deployment of 20GWh in capacity annually by the firm, according to Ford CEO Jim Farley. Deliveries are expected to begin in 2027. The firm also announced on 18 May that it had signed a deal to deliver as much as 20GWh in energy storage to French utilities multinational EDF, starting in 2028.",{"type":582,"attrs":719,"content":720},{"textAlign":49},[721],{"text":722,"type":587},"The shift reflects a broader growth in demand for energy storage in the US, where the AI data centre (AIDC) segment is growing rapidly. Among the most significant players in this space is NextEra Energy Resources (NEER), one of the US’ largest solar and storage developers and integrators.",{"type":649,"attrs":724},{"id":668,"body":725},[726],{"id":727,"_uid":728,"type":656,"component":657,"fixed_height":658,"use_fixed_height":50,"fixed_height_mobile":658,"fixed_height_tablet":658},"29038954","i-41018da0-5330-46c1-8c14-5e0ae88f0968",{"type":582,"attrs":730,"content":731},{"textAlign":49},[732],{"text":733,"type":587},"NEER is vertically integrated, in that it develops, owns and operates storage assets while co-locating them with renewable generation and structuring long-term power purchase agreements with end users. This end-to-end capability allows it to deliver fully packaged energy solutions at a larger scale, making it a preferred partner for major US tech companies, including Meta and Google.",{"type":582,"attrs":735,"content":736},{"textAlign":49},[737],{"text":738,"type":587},"The company has a reported 43GW BESS development pipeline through 2032, with over 10GW currently operational. Recently, NEER agreed a deal to acquire Dominion Energy, a firm supplying electricity to northwestern US states including Virginia, where data centre expansion is particularly rapid.",{"type":582,"attrs":740,"content":741},{"textAlign":49},[742],{"text":743,"type":587},"The expansion of the AIDC segment is expected to drive a sustained growth in BESS demand, and therefore in an increase in raw materials demand.",{"type":582,"attrs":745,"content":746},{"textAlign":49},[747],{"text":748,"type":587},"Previous Regional Spotlights:",{"type":750,"content":751},"bullet_list",[752],{"type":753,"content":754},"list_item",[755],{"type":582,"attrs":756,"content":757},{"textAlign":49},[758],{"text":759,"type":587,"marks":760},"Supply chain dominance: China Regional Spotlight",[761],{"type":592,"attrs":762},{"href":763,"uuid":764,"anchor":49,"target":596,"linktype":597},"/article/regional-spotlight-china","746036af-b9fc-4d0d-b721-56d0d1094635","The US has taken a different course to many other major economies on the energy transition in general, and electric vehicles (EVs) in particular, since the return of Donald Trump as president in January 2025. In April 2026, EV sales were down 33% year-to-date year-on-year – a mirror image of another major Western economy, Germany, which was up 33% over the same period. What is different about the US?",[767,776],{"slug":768,"name":769,"content":770},"benjamin-roche","Benjamin Roche",{"job_title":771,"image":772,"bio":774,"linkedin":775},"Editor – Energy Transition Supply Chains",{"filename":773},"https://a.storyblok.com/f/287943243085208/800x800/66d6674fb8/benjamin-roche.png","Benjamin is Benchmark's Editor for Energy Transition Supply Chains, covering both upstream products like critical minerals and downstream products including energy storage systems and electric vehicles. He has previous experience covering trade flows, tariffs and the effects of geopolitics on supply chains.","https://www.linkedin.com/in/benjaminrochecontent/",{"slug":777,"name":778,"content":779},"bryan-bille","Bryan Bille",{"job_title":780,"image":781,"bio":783,"linkedin":784,"markets_covered":785},"Lead Analyst - Government Policy",{"filename":782},"https://a.storyblok.com/f/287943243085208/512x512/1491bc3cc9/bryan-bille.jpeg","Bryan has more than 8 years of policy and geopolitical experience covering numerous areas, such as international trade, industrial policy, critical minerals, battery and EV supply chains and the broader energy transition. Bryan currently oversees Benchmark Mineral Intelligence’s policy and geopolitical coverage and leads Benchmark’s strategic outreach to policymakers. Before joining Benchmark, Bryan obtained a degree in corporate law from the University of Antwerp and an international political economy degree from King’s College London. He also held various positions within the Belgian diplomatic corps and politics, where he was involved in multiple policy issues and international negotiations at the EU level. ","https://www.linkedin.com/in/bryanbille/","Critical Mineral, Battery and EV Supply ","article",[788,790,793,795,798,801,804,807,810,812,814],{"slug":789,"name":261},"anode",{"slug":791,"name":792},"batteries","Batteries",{"slug":794,"name":298},"cathode",{"slug":796,"name":797},"critical-minerals","Critical Minerals",{"slug":799,"name":800},"ess","ESS",{"slug":802,"name":803},"ev","EV",{"slug":805,"name":806},"geopolitics","Geopolitics",{"slug":808,"name":809},"gigafactories","Battery & Gigafactory",{"slug":811,"name":8},"lithium",{"slug":813,"name":189},"natural-graphite",{"slug":815,"name":414},"rare-earths","private",{"id":49,"alt":49,"name":658,"focus":49,"title":49,"source":49,"filename":658,"copyright":49,"fieldtype":818,"meta_data":819},"asset",{},{"id":821,"alt":658,"name":658,"focus":658,"title":658,"source":658,"filename":822,"copyright":658,"fieldtype":818,"meta_data":823,"is_external_url":50},129073473668985,"https://a.storyblok.com/f/287943243085208/5f43c94a9b/bm-us-flag-auto.jpg",{},"The US has taken a different course to many other major economies on the energy transition in general, and electric vehicles (EVs) in particular, since the return of Donald Trump as president in January 2025.","May 26, 2026","26th May 2026",[],[],1783958057336]