Exclusive-Duke Energy to Remove Chinese Battery Giant CATL From Marine Corps Base
Duke Energy, under Congressional pressure, to decommission Chinese CATL batteries at Camp Lejeune, phase out in civilian projects.
Under congressional pressure, Duke Energy plans to decommission Chinese CATL batteries at a major Marine Corps base and phase out CATL products at civilian projects, impacting the energy storage market. The move follows concerns about network vulnerabilities and hacking risks linked to the Chinese government. Duke Energy temporarily disconnected CATL storage batteries from a Marine Corps base project, and now the permanent shutdown reflects the impact of U.S.-China strategic competition on businesses. Duke Energy aims to replace CATL with a domestic or allied national supplier and transition from specifying CATL battery energy storage technologies by 2027. The decision could affect other projects, but details remain undisclosed. Duke Energy executives assured Congress of battery security but were willing to address concerns. The bipartisan select committee, led by Mike Gallagher and Senator Marco Rubio, welcomed Duke Energy's decision to decommission CATL batteries. However, according to industry experts, a broad effort to avoid Chinese batteries may strain the supply, hindering the deployment of stationary storage systems and EVs to meet demand and decarbonization goals. Legislation in the annual defense spending bill prohibits the Defense Department from procuring batteries from CATL and other top Chinese manufacturers starting in 2027.