ESS Market Volatility with Aaron Marks | EP272

The energy storage industry is evolving rapidly, driven by shifting market trends, policy changes, and supply chain volatility. In this episode of the Clean Power Hour, Tim Montague sits down with Aaron Marks from Clean Energy Associates (CEA) to unpack the latest insights on energy storage, battery procurement, and how tariffs and policy shifts are shaping the industry.Aaron shares insights from his seven years in energy storage market intelligence, highlighting the different sources of volatility the industry has faced - from the transition in battery cell procurement in 2017-18 when Korean OEMs dominated before Chinese OEMs and LFP batteries gained traction, to the impacts of the Inflation Reduction Act, and now the policy changes under the Trump administration.The conversation explores how recent policy shifts are creating market turbulence, with Aaron revealing breaking news about manufacturing pullbacks, including Freyr's pivot away from their planned Georgia battery factory toward solar production. This exemplifies the rapid changes that make market intelligence services so valuable for companies trying to deploy solar and storage solutions while keeping pace with industry developments.Aaron explains how CEA has expanded from its origins in factory audits and quality assurance to offer comprehensive supply chain services and market intelligence - helping clients know exactly what they're buying, who they're working with, and how to make strategic decisions based on current market conditions.Listen to this episode to gain valuable insights into:How policy volatility affects energy storage marketsThe evolution of battery cell procurement trendsThe impact of the IRA and Trump administration policies on US manufacturingThe integrated approach CEA takes to quality assurance, supply chain management, and market intelligenceAs the clean energy sector continues to grow, understanding market dynamics is more important than ever. Tune in to gain valuable insights from one of the industry’s leading experts and ensure your projects are set up for success.Social Media HandlesAaron MarksCEA Support the showConnect with Tim Clean Power Hour Clean Power Hour on YouTubeTim on TwitterTim on LinkedIn Email [email protected] Review Clean Power Hour on Apple PodcastsThe Clean Power Hour is produced by the Clean Power Consulting Group and created by Tim Montague. Contact us by email: [email protected] Corporate sponsors who share our mission to speed the energy transition are invited to check out https://www.cleanpowerhour.com/support/The Clean Power Hour is brought to you by CPS America, maker of North America’s number one 3-phase string inverter, with over 6GW shipped in the US. With a focus on commercial and utility-scale solar and energy storage, the company partners with customers to provide unparalleled performance and service. The CPS America product lineup includes 3-phase string inverters from 25kW to 275kW, exceptional data communication and controls, and energy storage solutions designed for seamless integration with CPS America systems. Learn more at www.chintpowersystems.com

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