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The pipeline of US battery materials projects is stalling
Firms are delaying or canceling projects that don’t fit with Trump administration priorities
The Trump administration’s campaign to cut government spending on clean technology is signaling to companies that they should slow investment, says Jay Turner, an environmental historian who leads the Big Green Machine. On a conference call earlier this year, Orbia CEO Sameer Bharadwaj warned investors that it was waiting to see what would happen to the MESC grants supporting the projects. In March, fellow silicon anode producer Amprius Technologies announced that it would monitor changes in battery demand, costs, and tariffs before starting construction on a plant in Colorado and that it may scrap the effort altogether.
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