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25%","us-battery-imports-fall-to-five-year-low-after-section-301-tariffs-raised-to-25-","article/us-battery-imports-fall-to-five-year-low-after-section-301-tariffs-raised-to-25-",{"_uid":547,"date":548,"tags":549,"editor":573,"content":583,"excerpt":692,"featured":51,"reporter":693,"component":704,"seo_title":705,"categories":706,"visibility":719,"data_vis_image":720,"featured_image":725,"seo_description":729,"formattedDate":730,"formattedArticleDate":731},"34848775-9960-4854-b79b-ad7ea509f78d","2026-03-17 00:00",[550,552,555,558,561,564,567,570],{"slug":551,"name":451},"lfp",{"slug":553,"name":554},"ncm","NCM",{"slug":556,"name":557},"bess","BESS",{"slug":559,"name":560},"tariffs","Tariffs",{"slug":562,"name":563},"north-america","North America",{"slug":565,"name":566},"usa","USA",{"slug":568,"name":569},"china","China",{"slug":571,"name":572},"data-visualisation","Data Visualisation",[574],{"slug":575,"name":576,"content":577},"benjamin-roche","Benjamin Roche",{"job_title":578,"image":579,"bio":581,"linkedin":582},"Editor – Energy Transition Supply Chains",{"filename":580},"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/",{"type":584,"content":585},"doc",[586,605,619,632,642,652,657,664,669,676,681,687],{"type":587,"attrs":588,"content":589},"paragraph",{"textAlign":49},[590,593,603],{"text":591,"type":592},"Total US lithium ion battery demand is expected to reach 182GWh in 2026, with 37% of this coming from the battery energy stationary storage (BESS) market. Yet the US ","text",{"text":594,"type":592,"marks":595},"remains heavily dependent on Chinese battery imports",[596],{"type":597,"attrs":598},"link",{"href":599,"uuid":600,"anchor":49,"target":601,"linktype":602},"/article/us-bess-cell-demand-outstripping-north-american-production-until-2028-despite-tariffs","e10ddd56-09be-471c-ab8b-7f1503670661","_blank","story",{"text":604,"type":592}," for its energy storage needs as a result of China’s continued grip on supply of lithium iron phosphate (LFP) cells, even as new tariffs push Chinese battery imports to their lowest level since 2021.",{"type":587,"attrs":606,"content":607},{"textAlign":49},[608,610,617],{"text":609,"type":592},"It marks a major difference from cell supply in US electric vehicle (EV) production, where there is greater use of nickel cobalt manganese (NCM) batteries for which there are ",{"text":611,"type":592,"marks":612},"stronger North American supply chains",[613],{"type":597,"attrs":614},{"href":615,"uuid":616,"anchor":49,"target":601,"linktype":602},"/article/who-were-the-top-cell-suppliers-in-the-bess-market-in-h1-2025","856c6f80-c683-4faf-95f5-f1b762deeac3",{"text":618,"type":592},".",{"type":587,"attrs":620,"content":621},{"textAlign":49},[622,624,630],{"text":623,"type":592},"Higher US Section 301 ",{"text":559,"type":592,"marks":625},[626],{"type":597,"attrs":627},{"href":628,"uuid":629,"anchor":49,"target":601,"linktype":602},"/article/china-and-us-agree-to-cut-tariffs-offering-the-us-battery-industry-some-respite","95297446-8816-4a48-b4e3-abba49776a09",{"text":631,"type":592}," on Chinese imports – raised to 25% from 7.5%, bringing the total tariff rate in January to 48.4% before a subsequent drop to 38.4% – on LFP cells are aimed at driving growth in US LFP supply. There has been a drop of over half in US battery imports from China in January after frontloading in December 2025, with the value falling to a five-year low of $475 million. But it will take longer for North American LFP supply to grow in response, with a 25GWh jump to 54GWh expected in 2027.",{"type":633,"attrs":634},"blok",{"id":635,"body":636},"5c646f8c-1019-472e-97a4-56a4bcf15621",[637],{"id":638,"_uid":639,"type":602,"component":640,"fixed_height":641,"use_fixed_height":50,"fixed_height_mobile":641,"fixed_height_tablet":641},"3618468","i-874f20a3-a328-434f-8722-46d50d7391ae","ContentFlourish","",{"type":643,"attrs":644,"content":646},"heading",{"level":645,"textAlign":49},2,[647],{"text":648,"type":592,"marks":649},"North American LFP supply well below BESS-driven demand",[650],{"type":651},"bold",{"type":587,"attrs":653,"content":654},{"textAlign":49},[655],{"text":656,"type":592},"The scale of the shift required is visible in the value of imports from China in 2025, which remained above US$500 million for most of the year. Chinese LFP cells dominate BESS installations as a result of safety, cost and life cycle considerations, and the US will continue to rely on battery imports for the BESS market in 2026, with available domestic supply set to be less than a third of demand requirements.",{"type":633,"attrs":658},{"id":635,"body":659},[660],{"id":661,"_uid":662,"type":663,"component":640,"fixed_height":641,"use_fixed_height":50,"fixed_height_mobile":641,"fixed_height_tablet":641},"28097748","i-8594192f-fe2e-45f4-a34b-932026e51dd9","visualisation",{"type":587,"attrs":665,"content":666},{"textAlign":49},[667],{"text":668,"type":592},"US lithium ion battery imports were dominated in 2025 by imports for non-EV-related applications. Over 90% of the batteries used in BESS installations in 2026 in the US are expected to utilise LFP cells, according to Benchmark’s BESS Service. China accounts for over 97% of the global supply of LFP battery cells in 2026.",{"type":643,"attrs":670,"content":671},{"level":645,"textAlign":49},[672],{"text":673,"type":592,"marks":674},"NCM more heavily used in EV production",[675],{"type":651},{"type":587,"attrs":677,"content":678},{"textAlign":49},[679],{"text":680,"type":592},"US manufacturers have diversified away from Chinese supply more successfully in EVs, where NCM and NCA cells are used far more than LFP. Higher tariffs earlier on batteries used in EVs as well as the 30D tax credit, which has now been stopped, have incentivised a quicker move away from Chinese cells.",{"type":633,"attrs":682},{"id":635,"body":683},[684],{"id":685,"_uid":686,"type":663,"component":640,"fixed_height":641,"use_fixed_height":50,"fixed_height_mobile":641,"fixed_height_tablet":641},"28096160","i-95a32dc9-bba4-4f22-b83a-50d837d3fa8a",{"type":587,"attrs":688,"content":689},{"textAlign":49},[690],{"text":691,"type":592},"Both North American LFP demand and BESS cell supply are expected to grow through to 2030. LFP demand is expected to reach 108GWh as BESS cell supply rises to 100GWh.","Total US lithium ion battery demand is expected to reach 182GWh in 2026, with 37% of this coming from the battery energy stationary storage (BESS) market. Yet the US remains heavily dependent on Chinese battery imports for its energy storage needs as a result of China’s continued grip on supply of lithium iron phosphate (LFP) cells, even as new tariffs push Chinese battery imports to their lowest level since 2021.",[694],{"slug":695,"name":696,"content":697},"iola-hughes","Iola Hughes",{"job_title":698,"image":699,"bio":701,"linkedin":702,"markets_covered":703},"Head of Research",{"filename":700},"https://a.storyblok.com/f/287943243085208/852x854/03382be015/iola-h.png","Iola was Head of Research at Rho Motion prior to the acquisition, and now leads the downstream research for the Benchmark. She has six years of experience in the battery space and works across electric vehicle, battery, and energy storage markets. Previous experience includes a research position with a Servomex working on paramagnetic sensors and spectroscopy gas analysis. Iola graduated with a First-Class Honours Master’s Degree in Geophysics from University College London","https://www.linkedin.com/in/iolahughes/","Battery, BESS, EV and Battery","article","US battery imports hit five-year low after China tariffs rose",[707,710,713,716],{"slug":708,"name":709},"batteries","Batteries",{"slug":711,"name":712},"ev","EV",{"slug":714,"name":715},"ess","ESS",{"slug":717,"name":718},"gigafactories","Battery & Gigafactory","private",{"id":721,"alt":641,"name":641,"focus":641,"title":641,"source":641,"filename":722,"copyright":641,"fieldtype":723,"meta_data":724,"is_external_url":50},156199089890574,"https://a.storyblok.com/f/287943243085208/1003x707/d4c6eefe8a/lfp-us-reliance.png","asset",{},{"id":726,"alt":641,"name":641,"focus":641,"title":641,"source":641,"filename":727,"copyright":641,"fieldtype":723,"meta_data":728,"is_external_url":50},129065425266346,"https://a.storyblok.com/f/287943243085208/3340a3ef59/bm-batteryfuture.jpg",{},"Total US lithium ion battery demand is expected to reach 182GWh in 2026, with 37% of this coming from the battery energy stationary storage (BESS) market.","Mar 17, 2026","17th March 2026",[],[],1783529620933]