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On February 9, 2024, Reuters reported that under pressure from Congress, Duke Energy, one of the largest power companies in the United States, plans to discontinue energy storage batteries produced by CATL at the Marine Corps Base Camp Lejeune in North Carolina. Additionally, the company will gradually phase out CATL’s products in its civilian projects. Insiders in the industry point out that Chinese batteries themselves do not pose serious safety issues, and completely avoiding the use of Chinese batteries probably severely restrict the domestic energy supply in the United States.

“In partnership with policymakers and the Department of the Navy, we have made the decision to decommission the CATL battery energy storage system at Camp Lejeune and replace it with a domestic or allied nation supplier,” Duke Energy stated in a press release to Reuters. By 2027, the company aims to “voluntarily move away from specifying CATL battery energy storage technologies,” emphasizing its support for a “robust American supply chain.”

Duke Energy, one of the largest power companies in the United States, initiated battery system operations at Camp Lejeune in April 2023. Although the project’s scale is not extensive, it is the largest one of its kind in similar projects in North Carolina to date. Duke Energy did not disclose the supplier of the batteries for the mentioned project, but a photo released on Camp Lejeune’s official website at the time showed the station bearing the logo of CATL.

It is noteworthy that CATL had previously vehemently denied accusations of security threats. The company’s statement asserted that its business and products in the United States do not collect, sell, or share data and do not directly interact with the grid or any other critical infrastructure. CATL complies with local laws and regulations in the regions where it operates, and its products have undergone strict safety and security reviews, including reviews by US authorities and enterprises.

Source: WeChat Official Account—起点锂电

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