Recently, the American Clean Power Council (ACP) stated that the currently produced photovoltaic modules and battery energy storage systems are already sufficient to meet domestic demand.
The American Clean Power Coalition (ACP) released its second annual report on “The Current State of Clean Energy Manufacturing” in May 21st. The report states: “The rapid growth in the production of photovoltaic modules and energy storage systems, the steady development of the wind power manufacturing industry, and the continuous increase in investment in key minerals are reshaping the US energy supply chain.”
According to the report, in 2025, the US clean energy industry added 70 new manufacturing plants, bringing the total number of clean energy production plants across all 50 states in the US to over 825. Among these, Texas, Tennessee, Georgia, Ohio and North Carolina are the main concentration areas.
The report further highlights the economic contribution of the US clean energy manufacturing industry: Currently, this sector provides 215,900 manufacturing jobs, with a total wage bill of 15.8 billion US dollars, contributing 30.8 billion US dollars to the US annual GDP, and supporting 61.5 billion US dollars in annual domestic spending. In terms of economic output, solar power generation facilities account for half, while onshore wind power facilities and battery energy storage systems each account for approximately 25%.
Among the 70 newly-built factories, more than 55 are engaged in the production of core components in the supply chain. This figure is higher than 60 in 2024 and 40 in 2023, indicating the continuous annual growth of the clean energy manufacturing industry. The expansion momentum is still ongoing in 2026, with nearly 10 factories coming online in the first quarter alone, and half of them are producing core components.
Meet the market demand
The American Clean Power Coalition (ACP) stated in its report that the production of battery components and batteries in the United States has exceeded the average demand level for the period 2026-2030. This trend began in 2025.
The American Clean Power Council (ACP) stated that the average annual demand for battery components and batteries in the United States during the period from 2026 to 2030 is approximately 75 GWh. In 2022, the annual production capacity of battery components in the United States was less than 10 GWh; by 2025, it had increased to approximately 75 GWh. The report predicts that the annual production capacity of battery components will approach 180 GWh in 2028.
In terms of battery production, the domestic capacity in the United States was zero in 2022; it will reach approximately 20 GWh per year by 2025; and it is expected to reach approximately 140 GWh per year by 2028.
Ravi Manghani, the Senior Director of Strategic Procurement at Anza Renewables, said in an interview with industry media: “Many of the battery and component production plants currently under construction are likely to be completed and put into operation, which should ensure adequate supply over the next decade. However, the prospects of the upstream projects in the industry chain remain uncertain. Such investments require a sustained strong demand signal from the downstream market, and the cycle for project completion and achieving profitability is longer. Even if the industry growth expectations are positive, it remains an unresolved question whether the US energy storage market can maintain patience and have stable policies in place for the long term.”
In March this year, a report released by the American Energy Storage Alliance indicated that the US battery manufacturing industry was about to meet more than 100% of the demand for battery storage systems and components in the US. Regarding 2026, the American Energy Storage Alliance stated that the annual demand capacity for energy storage projects in the US would be 60 GWh. The report also showed that at that time, only 69 MWh had confirmed production capacity, and by the end of the year, there were still 146 GWh of additional capacity to be added.
In May 2025, the American Clean Power Coalition (ACP), representing the US energy storage industry, announced an investment commitment of 100 billion US dollars to manufacture and purchase grid-scale battery energy storage systems made in the US. This includes funds for building manufacturing plants and purchasing battery energy storage systems produced domestically in the US.
The American Clean Power Coalition (ACP) further stated that such a scale of investment is expected to create approximately 350,000 jobs in the US battery storage industry and promote the development of domestic manufacturing. The organization also pointed out that this investment will provide a clear path to achieving 100% use of domestically produced batteries in US energy storage projects by 2030.
The American Clean Power Council (ACP) predicts that by 2030, the US clean energy manufacturing industry will have more than 950 manufacturing plants, supporting approximately 374,000 jobs.
Jason Grumet, the CEO of the American Clean Power Coalition (ACP), stated: “To ensure the continued prosperity of the clean energy manufacturing industry, we must formulate targeted and transparent international trade policies. The US Congress needs to provide a reasonable timeline for tariff compliance and certainty in trade regulation to support those manufacturers who are providing power to American communities.”