Under pressure from Congress, Duke Energy announces plans to decommission energy-storage batteries produced by Chinese battery maker CATL at a major U.S. Marine Corps base. He will phase out CATL products at its civilian projects.
Concerns Over Network Security:
The decision follows concerns raised by lawmakers and experts about the potential security risks posed by CATL’s close links to the Chinese government, particularly in light of recent warnings about cyber threats targeting critical U.S. infrastructure.
Duke Energy’s decision to permanently shut down CATL batteries at Camp Lejeune marks a significant shift, signaling the impact of strategic competition between the U.S. and China on business operations.
Implications for Supply Chain and Energy Storage Market:
The move by Duke Energy could have broader implications for the energy storage market, potentially affecting supply chain dynamics and leading to increased scrutiny of Chinese manufacturers in critical infrastructure projects.
Duke Energy has engaged with policymakers, including the Department of the Navy, to address concerns and ensure the security of energy storage systems. The company emphasizes its commitment to supporting a robust American supply chain.
Future Plans and Congressional Response:
Duke Energy plans to transition away from CATL batteries by 2027 and is exploring alternative suppliers for its projects. Lawmakers express satisfaction with Duke Energy’s decision and commitment to releasing CATL products from its supply chain.