Articles + Publications December 2, 2025

How Are Geopolitical Trends Impacting Global Energy Storage Markets?

In the US, the introduction of the One Big Beautiful Bill Act (OBBBA), coupled with the imposition of a new tariff regime, has had profound effects on both domestic and international energy storage markets. New Foreign Entity of Concern (FEOC) rules may reorder established supply chains and engender a strategic pivot in the battery storage industry. As this report highlights, some of the biggest battery storage providers have already pre-empted the rules by taking significant steps to onshore the manufacturing of certain components.

Click here to read the full report on Tamarindo.

Insight Industries + Practices