Battery makers are pivoting from EV packs to grid storage as US power demand climbs. That is a better margin and a steadier order book than auto, and the tape still prices them as EV suppliers. $TSLA

What happened: President Trump's order barring Chinese batteries for energy storage has opened the door to South Korean and Japanese battery makers, who are turning to the U.S. power grid as demand from EVs fades. Why it matters: The order shifts energy storage supply away from Chinese manufacturers toward South Korean and Japanese companies, as battery makers redirect focus from EVs to grid storage.

President Trump's order barring Chinese batteries for energy storage has opened the door to South Korean and Japanese battery makers, who are turning to the U.S. power grid as demand from EVs fades.

The order shifts energy storage supply away from Chinese manufacturers toward South Korean and Japanese companies, as battery makers redirect focus from EVs to grid storage.