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Deep & Emerging Tech·October 17, 2026·1 min read

The EV Bust Creating a New Battery Boom

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EV overcapacity is being recycled into grid storage as data centers and factories drive electricity demand—battery plants are pivoting from cars to megawatt-hours. If you operate large compute or industrial loads, this is your window to lock in long-duration storage partnerships before the new demand curve gets priced in.