What is significant is production of batteries for grid storage. In 2020 and earlier domestic production in the US was under 10 GWh per year.

Incentives from the Inflation Reduction Act let to a big increase in that. By 2025 it was 70 GWh per year. It will be more than twice that in 2026, and will continue growing.

Of particular significance is that it now above the level needed to satisfy all of the US grid storage battery needs from domestic production.

Similar growth (again largely due to the Inflation Reduction Act) is happening with EV battery production.