Part 7/11:
This isn’t just about profits; it represents a strategic imperative for national security and technological dominance. Batteries could become the backbone of U.S. energy policy, enabling rapid deployment, decentralization, and resilience of the power grid.
The Strategic and Economic Case for Batteries
One of the most compelling reasons for prioritizing battery deployment is the potential to avoid massive infrastructure upgrades. To double the capacity of a traditional grid without batteries, the U.S. would need to invest $2 to 3 trillion in new grid infrastructure—rebuilding and upgrading hundreds of thousands of miles of cables, substations, and power plants. This process takes over a decade, entailing permits, lawsuits, and significant delays.