# What’s next for the battery storage boom? [partner content]

- Show: [Catalyst](https://hardwarepodcasts.com/podcast/catalyst)
- Published: 2025-04-23
- Length: 20m
- Page: https://hardwarepodcasts.com/podcast/catalyst/2025-04-23-whats-next-for-the-battery-storage-boom-partner-content

## Summary

Jeff Waters, CEO of Powin, discusses the U.S. utility-scale battery storage market, noting hockey-stick growth driven by data center demand and renewable mandates despite policy uncertainty. He argues for partnering with Chinese companies to build domestic manufacturing capacity, drawing parallels to the semiconductor and solar industries' historical playbooks. Waters highlights the scaling of project sizes to 1-2 GWh, the dominance of LFP technology, and emerging trends in long-duration storage and cybersecurity.

## Chapters

- [0:02](https://hardwarepodcasts.com/podcast/catalyst/2025-04-23-whats-next-for-the-battery-storage-boom-partner-content#t=2) Introduction: Jeff Waters and Powin's History
- [1:28](https://hardwarepodcasts.com/podcast/catalyst/2025-04-23-whats-next-for-the-battery-storage-boom-partner-content#t=88) Lessons from Semiconductors and Solar for Battery Manufacturing
- [4:16](https://hardwarepodcasts.com/podcast/catalyst/2025-04-23-whats-next-for-the-battery-storage-boom-partner-content#t=256) Market Growth Drivers: Data Centers and Grid Demand
- [6:48](https://hardwarepodcasts.com/podcast/catalyst/2025-04-23-whats-next-for-the-battery-storage-boom-partner-content#t=408) Scaling Project Sizes and Deployment Models
- [9:11](https://hardwarepodcasts.com/podcast/catalyst/2025-04-23-whats-next-for-the-battery-storage-boom-partner-content#t=551) Regional Market Opportunities and Pricing Trends
- [11:58](https://hardwarepodcasts.com/podcast/catalyst/2025-04-23-whats-next-for-the-battery-storage-boom-partner-content#t=718) Impact of Tariffs and Policy Uncertainty
- [15:39](https://hardwarepodcasts.com/podcast/catalyst/2025-04-23-whats-next-for-the-battery-storage-boom-partner-content#t=939) Future Technology Trends: Long Duration and Sodium
- [18:04](https://hardwarepodcasts.com/podcast/catalyst/2025-04-23-whats-next-for-the-battery-storage-boom-partner-content#t=1084) Cybersecurity Risks and Industry Resilience

## Topics

- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Batteries & low-power design](https://hardwarepodcasts.com/topic/batteries-and-low-power)
- [Security & privacy](https://hardwarepodcasts.com/topic/security-and-privacy)
- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)

## Most relevant to

companies scaling up

## Mentioned

- Powin (company)
- LFP (other)
- Sodium (other)
- IRA (other)

## Related episodes from other shows

- [The Role of Energy Storage Systems in Combating Climate Change with Mike Wietecki of Powin and John Thomas of ESS](https://hardwarepodcasts.com/podcast/hardware-to-save-a-planet/2024-05-09-the-role-of-energy-storage-systems-in-combating-climate-change-with-mike-wieteck) (Hardware to Save a Planet)
- [Road trip to the deep space network](https://hardwarepodcasts.com/podcast/the-amp-hour/2017-04-17-road-trip-to-the-deep-space-network) (The Amp Hour)
- [EP 136: WE DON'T HAVE THE POWER!](https://hardwarepodcasts.com/podcast/the-circuit/2025-10-06-ep-136-we-dont-have-the-power) (The Circuit)
- [EP 151: WFE Boom! Insight from the Clouds. Word of the year - constraints](https://hardwarepodcasts.com/podcast/the-circuit/2026-02-02-ep-151-wfe-boom-insight-from-the-clouds-word-of-the-year-constraints) (The Circuit)
- [Conference Room Innovation](https://hardwarepodcasts.com/podcast/the-amp-hour/2023-01-30-conference-room-innovation) (The Amp Hour)

## Citing this page

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