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Noah Roberts

Noah Roberts

Jun 9, 2026

10:54
How has that kinda reshaped or impacted the industry since then? I think, um, you mentioned increasing domestic manufacturing earlier on.
11:02
Yeah, I think that the reconciliation legislation from last summer really solidified that energy storage is a key part of this energy dominance agenda.
11:12
And one remarkable aspect of the energy storage industry's growth has been the transformation of a US battery and energy storage manufacturing ecosystem.
11:25
Actually, just this year we announced that domestic systems manufacturing, which is the steel enclosures, the battery racks, the power electronics, all the smart equipment that go inside a, an energy storage system, w- we're finally producing greater than 100% of domestic demand here in the United States.
11:45
And cells, cell manufacturing, these are the, really the engine of an energy storage facility.
11:51
A very intensive manufactured product is right on the heels of systems manufacturing.
11:57
So just to paint a picture of how dramatic and significant that growth has been over the last 12 months and into the next 12 months, in 2024 we had zero gigawatt hours of cell manufacturing capacity in the United States.
13:50
Are you talking about, like, capacity or-

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How battery storage is transforming the power grid How battery storage is transforming the power grid

Jun 9 · 28m

10:54
How has that kinda reshaped or impacted the industry since then? I think, um, you mentioned increasing domestic manufacturing earlier on.
11:02
Yeah, I think that the reconciliation legislation from last summer really solidified that energy storage is a key part of this energy dominance agenda.
11:12
And one remarkable aspect of the energy storage industry's growth has been the transformation of a US battery and energy storage manufacturing ecosystem.
11:25
Actually, just this year, we announced that domestic systems manufacturing, which is the steel enclosures, the battery racks, the power electronics, all the smart equipment that go inside a, an energy storage system, we're finally producing greater than 100% of domestic demand here in the United States.
11:45
And cells, cell manufacturing, these are the, really the engine of an energy storage facility, a very intensive manufactured product, is right on the heels of systems manufacturing.
11:57
So just to paint a picture of how dramatic and significant that growth has been over the last 12 months and into the next 12 months, in 2024, we had zero gigawatt hours of cell manufacturing capacity in the United States.
12:12
At the end of 2025, that shot up to 20 gigawatt hours.
13:50
Are you talking about, like, capacity or-
35:56
Has, has he talked to you specifically about how they wanna use you, what his vision is for you and your skillset in the offense?
36:04
Yeah.
36:04
It's really like doing what I'm great at now.
36:07
Like for me, like a- as a player, like you can like put me anywhere on the field and I can like be, be, be successful.
36:13
Like you don't, you don't always have to just hand me the ball.
36:15
Like you can line me up in the slot a little bit.
36:17
You can line me up all different places and then throw me the ball.

5 MINS LATER

41:21
Well what, kind of what are your goals your senior year?

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