EV battery factories turn to the power grid
Bloomberg Television visits the production lines finding new demand in energy storage as electric-car demand weakens.
Why this story? The video opened at a pace of 124,459 views a day, 10 times a normal first day on this channel (11,811).
The Battery Boom Moving From Electric Cars to the Power Grid
Things we can learn from the video
Press to jump
- 0:37Grid batteries help manage the gaps between renewable electricity generation and demand.
- 2:11EV manufacturing scale gives battery factories a route into utility-scale storage.
- 5:05The report connects the end of federal EV credits with manufacturers' shift toward grid storage.
- 6:35O'Donovan explains that vehicle and stationary-storage cells follow virtually identical manufacturing processes and quality standards.
- 7:49Qcells describes choosing US-made LG cells for the Atlas energy complex.
- 10:05Expansion faces labor shortages, utility connection delays and permitting hurdles, followed by a look at Chinese supply-chain dependence.
At LG Energy Solution's Michigan plant, a battery's destination can change without changing how it is made. "For EV and ESS, we do the same process," operations director Anthony O'Donovan tells Bloomberg reporter Ed Ludlow.
That factory-floor detail anchors "The Battery Boom Moving From Electric Cars to the Power Grid," a Wall St Week report that has drawn more than 100,000 views in its opening 16 hours, well beyond Bloomberg Television's usual first-day audience for regular videos.
The report follows factories built for an electric-car boom into a different market: stationary batteries for the electricity grid. As EV demand weakens, demand from data centers and new factories is strengthening. Battery makers have another customer for production capacity originally intended for cars.
Ludlow connects the manufacturing lines to the Atlas energy projects in Arizona, where Qcells is using LG Energy Solution's US-made cells. The appeal is partly practical: the scale developed for vehicle batteries can also serve utility storage. But domestic manufacturing does not mean an entirely domestic supply chain. The report traces continuing dependence on China further upstream, alongside federal incentives that help shape investment.
Other Bloomberg uploads about farm inflation, Rockstar's GTA VI production overhaul and China's robotic-hand ambitions are also drawing unusually large audiences. The battery report's final stretch returns to what could slow this particular expansion: shortages of workers, delays connecting projects to utilities and the time needed to secure permits.
Published on Trari
Where next?
- Channel
- Bloomberg Television
- Subscribers
- 3,310,000
- Channel views, last 7 days
- 12,005,291
- Channel views, pace per day
- 1,624,181 (on a normal day: 1,548,464)
- Video published
- October 17, 2026
- Video views so far
- 103,173 (less than a day online)
- Video views, pace per day
- 124,459
The numbers
The battery report is drawing a much larger audience than Bloomberg Television's regular videos usually attract on their first day. Its opening day is still in progress.
💡 Test your knowledge
In which state is the Lansing battery plant visited in Bloomberg's report?
Ed Ludlow visits LG Energy Solution's manufacturing plant in Lansing, Michigan.



