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Wall Street's Dirtiest Secret: Batteries Are the Only Clean Energy Left

Capital is fleeing wind and solar for batteries — storage is becoming the default clean energy investment

February 11, 2026 · Morning Edition

The $70 Billion Trap Door Under American Solar

Solar's $70 billion retroactive tariff exposure reveals how trade policy, not technology, now determines which clean energy projects survive

Feb 11

California Just Made Batteries Mandatory. Nobody Has Enough.

California just mandated batteries in 47,000 commercial buildings — and the industry isn't ready

Feb 10

The $6.5 Billion Load That Doesn't Exist Yet

Data centers now drive 40% of wholesale capacity costs, making batteries inevitable infrastructure

Feb 9

The Battery Glut Nobody Planned For

US battery cell oversupply is flipping the power dynamic from manufacturers to buyers

Feb 9

The 82% Tariff That Made Batteries Cheaper

US battery storage surviving 82% tariffs through domestic oversupply and manufacturing surge

Feb 8