Trump cancels $700M in battery, manufacturing projects

[Anonymous]

Anonymous wrote:

Anonymous wrote:No need for grants. Just put a high tariff on Chinese imports, forcing them to manufacture in America. Have a rule that these Chinese companies must be in a partnership with an American company, that is at least 50% American. Then you steal the technology from the factory in America.

The Chinese had agreed to that. They were willing to share technology and build plants in the US. This is the new model China is using through out the world. They are partnering with countries, building plants in those countries and sharing manufacturing processes and technology. Trump has canceled all those in the US.

Gotion’s Colossal Battery Factory In Michigan Is Dead
The State of Michigan has canceled a giant factory that would have brought cutting-edge battery technology to America.

Chinese battery giant Gotion High-Tech wanted to bring local manufacturing of lithium-ion batteries to Michigan.
The state's economic development corporation initially backed the plant, but has since rescinded its support.
Gotion planned to train American workers to make cutting-edge batteries and promised 2,350 high-paying jobs.
In 2022, the Chinese company Gotion High-Tech began construction of a $2.4 billion battery factory in Northern Michigan, promising 2,350 high-paying jobs and one of the state’s largest economic development projects.

The State of Michigan promised more than $100 million in subsidies to the battery company, of which it had already disbursed over $23 million to help Gotion acquire land near Big Rapids. But the state’s economic development division is now asking for that money back and has canceled the remaining subsidies promised to the company, Crain’s Detroit Business reported Thursday.

Gotion High-Tech is one of the world’s largest battery manufacturers, accounting for 3.6% of the global cell manufacturing capacity between January and August of this year—which nearly equals Panasonic—according to Korean market research firm SNE Research.

https://insideevs.com/news/776936/gotion-battery-factory-michigan-dead/

The US will not be competitive in the new electrified economies. Look at one market segment. EV mid and heavy truck segments went from 0% of the market in 2022 to 4% in 2024. Battery prices keep falling, energy density keeps increasing. This is a technological revolution in transportation and electrical generation that is being driven by cost savings. The US is not a player.

China sell 35 million new cars a year(US market is 16 million) and all the big car manufacturers including US make about 50% of their profits in China. That has stopped because they can not compete with Chinese EVs.

China has reached peak oil demand. Remember for every barrel of oil, ton of coal used you lose 65-80% of its energy. This has a hidden cost of 5-8% of GDP. With electricity you use 90-95% of the energy. It’s about efficiency.

Trump is screwing America's future.

[Anonymous]

Have any of you driven through eastern Loudoun lately?

It is a dystopian landscape of data centers everywhere. Data centers do not require a lot of employees. What they do require is huge, huge amounts of energy.

The data centers drive the AI industry and the high tech industry. But they use a lot of energy. Count on your electric bills going through the roof until they figure out alternative energy sources. Within the industry, some are considering nuclear energy to fill the need.

[Anonymous]

Anonymous wrote:Have any of you driven through eastern Loudoun lately?

It is a dystopian landscape of data centers everywhere. Data centers do not require a lot of employees. What they do require is huge, huge amounts of energy.

The data centers drive the AI industry and the high tech industry. But they use a lot of energy. Count on your electric bills going through the roof until they figure out alternative energy sources. Within the industry, some are considering nuclear energy to fill the need.

And since batteries are not an energy source, only an energy storage device, that $700 million is best spent elsewhere.

[Anonymous]

Anonymous wrote:Have any of you driven through eastern Loudoun lately?

It is a dystopian landscape of data centers everywhere. Data centers do not require a lot of employees. What they do require is huge, huge amounts of energy.

The data centers drive the AI industry and the high tech industry. But they use a lot of energy. Count on your electric bills going through the roof until they figure out alternative energy sources. Within the industry, some are considering nuclear energy to fill the need.

If you are a residential customer in Loudoun County, why should your electric bill go up even a penny? You aren't the ones using all that power. The data centers should be the ones paying for it. Residential consumers shouldn't be subsidizing big corporations and their data centers. This is yet another example of capitalism run amok in America.

[Anonymous]

Anonymous wrote:

Anonymous wrote:Have any of you driven through eastern Loudoun lately?

It is a dystopian landscape of data centers everywhere. Data centers do not require a lot of employees. What they do require is huge, huge amounts of energy.

The data centers drive the AI industry and the high tech industry. But they use a lot of energy. Count on your electric bills going through the roof until they figure out alternative energy sources. Within the industry, some are considering nuclear energy to fill the need.

And since batteries are not an energy source, only an energy storage device, that $700 million is best spent elsewhere.

The batteries stores solar and wind generated energy. 93% of the new generated electricity was solar last year and it is looking like it will be more this year. Solar with batteries by itself can easily supply all the increase electricity demand(estimated at 3.5% for the next 10 years). This does not even include wind.

No one is building coal or nuclear power plants. The gas plants are one of the most expensive sources of power and are alway the first taken off line.

Building a gas power plant requires pipelines, turbines, transformers, switchgear, and pipe. All of which have spiked in cost including the fuel- natural gas. There are severe and long term bottlenecks on turbines.

The option is to use solar, wind and batteries and actually easily meet demand at reduce rate or do what you want and pay through the nose. It would be nice to actually be able to manufacture these things in the US but I guess maga is against manufacturing things in the US.

Another point is the Chinese are getting spin off technological break through similar to what we got with a space program. The military applications for the battery technology, electric motors, lidar, lithium processing, etc will be needed to stay relevant.

[Anonymous]

Anonymous wrote:

Anonymous wrote:Have any of you driven through eastern Loudoun lately?

It is a dystopian landscape of data centers everywhere. Data centers do not require a lot of employees. What they do require is huge, huge amounts of energy.

The data centers drive the AI industry and the high tech industry. But they use a lot of energy. Count on your electric bills going through the roof until they figure out alternative energy sources. Within the industry, some are considering nuclear energy to fill the need.

And since batteries are not an energy source, only an energy storage device, that $700 million is best spent elsewhere.

This is why MAGA is the death of America.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Have any of you driven through eastern Loudoun lately?

It is a dystopian landscape of data centers everywhere. Data centers do not require a lot of employees. What they do require is huge, huge amounts of energy.

The data centers drive the AI industry and the high tech industry. But they use a lot of energy. Count on your electric bills going through the roof until they figure out alternative energy sources. Within the industry, some are considering nuclear energy to fill the need.

And since batteries are not an energy source, only an energy storage device, that $700 million is best spent elsewhere.

The batteries stores solar and wind generated energy. 93% of the new generated electricity was solar last year and it is looking like it will be more this year. Solar with batteries by itself can easily supply all the increase electricity demand(estimated at 3.5% for the next 10 years). This does not even include wind.

No one is building coal or nuclear power plants. The gas plants are one of the most expensive sources of power and are alway the first taken off line.

Building a gas power plant requires pipelines, turbines, transformers, switchgear, and pipe. All of which have spiked in cost including the fuel- natural gas. There are severe and long term bottlenecks on turbines.

The option is to use solar, wind and batteries and actually easily meet demand at reduce rate or do what you want and pay through the nose. It would be nice to actually be able to manufacture these things in the US but I guess maga is against manufacturing things in the US.

Another point is the Chinese are getting spin off technological break through similar to what we got with a space program. The military applications for the battery technology, electric motors, lidar, lithium processing, etc will be needed to stay relevant.

Europe has done all this, and the result has been higher energy costs, and deindustrualization.
Somehow reality never matches the theory.

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Have any of you driven through eastern Loudoun lately?

It is a dystopian landscape of data centers everywhere. Data centers do not require a lot of employees. What they do require is huge, huge amounts of energy.

The data centers drive the AI industry and the high tech industry. But they use a lot of energy. Count on your electric bills going through the roof until they figure out alternative energy sources. Within the industry, some are considering nuclear energy to fill the need.

And since batteries are not an energy source, only an energy storage device, that $700 million is best spent elsewhere.

The batteries stores solar and wind generated energy. 93% of the new generated electricity was solar last year and it is looking like it will be more this year. Solar with batteries by itself can easily supply all the increase electricity demand(estimated at 3.5% for the next 10 years). This does not even include wind.

No one is building coal or nuclear power plants. The gas plants are one of the most expensive sources of power and are alway the first taken off line.

Building a gas power plant requires pipelines, turbines, transformers, switchgear, and pipe. All of which have spiked in cost including the fuel- natural gas. There are severe and long term bottlenecks on turbines.

The option is to use solar, wind and batteries and actually easily meet demand at reduce rate or do what you want and pay through the nose. It would be nice to actually be able to manufacture these things in the US but I guess maga is against manufacturing things in the US.

Another point is the Chinese are getting spin off technological break through similar to what we got with a space program. The military applications for the battery technology, electric motors, lidar, lithium processing, etc will be needed to stay relevant.

Europe has done all this, and the result has been higher energy costs, and deindustrualization.
Somehow reality never matches the theory.

We won’t be tricked by dirty furriners— we insist on our path to higher energy prices and deindustrialization. Amerika first, even it we are in last!

[Anonymous]

Anonymous wrote:Good, the future is nuclear

and yet we are not investing in this either

[Anonymous]

Anonymous wrote:Have any of you driven through eastern Loudoun lately?

It is a dystopian landscape of data centers everywhere. Data centers do not require a lot of employees. What they do require is huge, huge amounts of energy.

The data centers drive the AI industry and the high tech industry. But they use a lot of energy. Count on your electric bills going through the roof until they figure out alternative energy sources. Within the industry, some are considering nuclear energy to fill the need.

Dystopian landscape? Maybe on a portion of Waxpool Road.

[Anonymous]

Anonymous wrote:

Anonymous wrote:Have any of you driven through eastern Loudoun lately?

It is a dystopian landscape of data centers everywhere. Data centers do not require a lot of employees. What they do require is huge, huge amounts of energy.

The data centers drive the AI industry and the high tech industry. But they use a lot of energy. Count on your electric bills going through the roof until they figure out alternative energy sources. Within the industry, some are considering nuclear energy to fill the need.

And since batteries are not an energy source, only an energy storage device, that $700 million is best spent elsewhere.

where? Argentina?

[Anonymous]

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:

Anonymous wrote:Have any of you driven through eastern Loudoun lately?

It is a dystopian landscape of data centers everywhere. Data centers do not require a lot of employees. What they do require is huge, huge amounts of energy.

The data centers drive the AI industry and the high tech industry. But they use a lot of energy. Count on your electric bills going through the roof until they figure out alternative energy sources. Within the industry, some are considering nuclear energy to fill the need.

And since batteries are not an energy source, only an energy storage device, that $700 million is best spent elsewhere.

The batteries stores solar and wind generated energy. 93% of the new generated electricity was solar last year and it is looking like it will be more this year. Solar with batteries by itself can easily supply all the increase electricity demand(estimated at 3.5% for the next 10 years). This does not even include wind.

No one is building coal or nuclear power plants. The gas plants are one of the most expensive sources of power and are alway the first taken off line.

Building a gas power plant requires pipelines, turbines, transformers, switchgear, and pipe. All of which have spiked in cost including the fuel- natural gas. There are severe and long term bottlenecks on turbines.

The option is to use solar, wind and batteries and actually easily meet demand at reduce rate or do what you want and pay through the nose. It would be nice to actually be able to manufacture these things in the US but I guess maga is against manufacturing things in the US.

Another point is the Chinese are getting spin off technological break through similar to what we got with a space program. The military applications for the battery technology, electric motors, lidar, lithium processing, etc will be needed to stay relevant.

Europe has done all this, and the result has been higher energy costs, and deindustrualization.
Somehow reality never matches the theory.

Well no that is not true. They are starting to this. The US, China and Europe have an established grid generating power with old power plants that are still in their life cycle. The new energy generation is solar, wind and batteries. It has captured all the growth because it is cheaper to build and run vs fossil fuel and nuclear.

Look at the compound annual growth rate(CAGR) in solar, wind and EVs(all incorporate batteries). Solar and wind projected CAGR per year 2025-2030.

Europe Solar 12.3% wind 11-12%
USA 15.11% grid(down from 23% past 5 years)Wind 15.2%
Central America and South America 20% Wind 5-8%
Australian 14-16% Wind 19%
Asia 25% Wind 10-12%
Africa 31.9% Wind 12%
Middle East 12-27% Wind 5-12%

EVs projected CAGR is 32% or $1.5 trillion to $6.5 trillion by 2030.

This is all at current pricing. Solar and wind keep improving generational efficiency and reducing cost. EV batteries are currently at 165 kWh/kg and cost $139 per kWh. They are projected to increase in energy density to 400-500 kWh/kg and cost $50-$80 per kWh. Add in electric motor improvements - 750 horse power from a 25 pound motor with a 20% reduction in energy consumption.

EVs by 2030 conservatively could cost 1/2 the price of an ICE and have a 750 mile range.

[Anonymous]

https://www.theguardian.com/environment/2025/oct/28/wind-power-cut-uk-energy-costs-ucl-study

UK saved 100 billion by using wind. Meanwhile Trump is trying to shut down already built wind farms because the Republican position has moved from “all of the above” energy strategy (meaning coal + gas + solar + wind) to coal uber alles, because (according to him) people like mining coal (or perhaps because the Loch brothers own most of the coal in the country).

[Anonymous]

Revolution Wind project that was canceled by Trump has 20 year contracts with Connecticut and Rhode Island utilities for a $0.09 kWh.

Connecticut price per kWh is $0.29 for residential and $0.21 commercial. Rhodes Island is $0.27 per kWh.

Smart play!

[Anonymous]

Esmeralda 7 canceled by Trump is estimated to deliver 6.2 gigawatts at $0.03-$0.045 per kWh.

Nevada Utilities are currently charging $0.12 per kWh.

This is winning. Solar electricity just taste wrong!