全球电池供应链 美国储能系统（BESS）政策 12 个常见问题-Global Battery Supply Chain U.S. BESS Policy 12 FAQs

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the Global Battery Supply Chain and specifically addresses the Battery Energy Storage System (BESS) policies in the U.S. Core Points and Arguments 1. Production Tax Credit (PTC) and Investment Tax Credit (ITC) - The PTC remains at $35/kWh for cells and $10/kWh for modules through 2032. Eligibility requires limiting material assistance from Prohibited Foreign Entities (PFE) to 40% by 2026, phasing down to 15% by 2030 [1][2] - The ITC for BESS remains unchanged through 2035, requiring system developers to limit PFE material assistance to 45% by 2026, phasing down to 25% by 2030 [1][2] 2. Chinese Ownership and Tax Credits - U.S. battery capacity with Chinese ownership is excluded from claiming or transferring PTC [1] - U.S. battery capacity under licensing agreements with Chinese entities can receive PTC if the agreement was made before July 4, 2025 [1][2] 3. Material Imports and Compliance - U.S. battery capacities can import materials from China if contracts were signed before June 16, 2025, or if they can prove compliance with PFE content thresholds [2][6] - Contracts signed before June 16, 2025, and produced before 2030 are exempt from PFE rules [6] 4. Safe Harbor Rules - ESS projects starting construction before December 31, 2025, could be exempt from PFE requirements for four years if operational within that timeframe [7] 5. Tariff Levels on Chinese Imports - Tariffs on Chinese battery energy storage imports are set at 41% by the end of 2025, increasing to 58% in 2026 and beyond [7] 6. Material Assistance Cost Ratio (MACR) - The MACR thresholds for battery components require a minimum of 60% non-PFE sources by 2026, decreasing the maximum PFE content to 40% [9] - For energy storage technology, the minimum non-PFE content starts at 55% in 2026, with a maximum PFE content of 45% [10] Additional Important Information - Safety Issues: The battery industry faces safety concerns that could negatively impact demand and profitability, particularly in recall scenarios [11] - Government Policy Sensitivity: Battery profitability and market share are sensitive to government policies, including tariffs, sourcing rules, and export controls [11] This summary encapsulates the critical aspects of the conference call, highlighting the regulatory landscape affecting the battery supply chain and the implications for U.S. companies involved in energy storage systems.