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Home/Power & Cooling/Bottlenecks/Storage

China / US / Korea · Power & Cooling

Grid Batteries

Cell capacity is abundant but concentrated in China. Tariffs and foreign-entity rules make non-China supply the scarce version.

Cathode / anode→Cell→System→Grid

46

Tightness score ⓘ

#50 of 56

▼ Easing

Supply concentration4

Lead time2

Capex intensity3

Geopolitical exposure5

Pricing power2

Lead time

6–12 mo

Theme 1M

−11.8%

% in uptrend

20%

Metric to watch

Storage deployments, cell price trends, and US content rules.

What would prove us wrong

Strengthens if non-China cell supply cannot meet US qualified demand.

Dependencies

↑ supplier Lithium, Graphite & Cathodes34 ↓ customer Data Center Land & Buildings68

Storage theme performance

Equal-weight · rebased 100 · 1Y

Stocks we track

Who controls this bottleneck

Roles, not recommendations. Delayed prices; local currency.

Stock	Role	Listing	Last	1D	1M	3M	YTD	Off 52w high	Trend	Next earnings
FLNC Fluence Energy	Grid-scale storage systems	NASDAQ US	$4.74	−6.79%	−23.8%	−64.0%	−76.1%	−85.3%		2026-11-23
TSLA Tesla	Megapack storage, Optimus and autonomy	NASDAQ US	$397.4	+1.69%	+8.2%	+16.1%	−11.6%	−18.9%		2027-01-27
300750.SZ CATL	Largest battery cell maker	SZSE China	¥240.0	−2.70%	−14.3%	−37.9%	−33.4%	−47.6%		—
373220.KS LG Energy Solution	Non-China cells incl. US LFP	KRX Korea	₩329,500	−1.79%	−21.9%	−10.3%	−10.6%	−32.0%		2027-01-28
EOSE Eos Energy	Zinc-based long-duration storage	NASDAQ US	$1.81	−9.05%	−7.2%	−55.0%	−84.2%	−90.1%		2026-11-05

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