US battery storage manufacturing opportunity

The Dallas Federal Reserve analyzes the impact of shifting federal policy on EVs indicates an opportunity for US battery storage manufacturing. 

There had been an estimated $50 B investment in EV battery manufacturing in the U.S. before federal policy changes.

Electricity demand is increasing, battery storage is within the Big Beautiful Bill, and manufacturing facilities have announced their switch from EV batteries to energy storage batteries.

Data nerds: the link has investment and manufacturing data, charts, & graphs.