LG Energy Solution and GM are converting their Tennessee EV battery plant to LFP production for the US grid storage market. The $70 million retooling signals a broader industry shift as EV demand in the US slows and grid storage demand accelerates. Tim Montague and John Weaver break down what this means for battery pricing, domestic manufacturing, and project developers on this week's Clean Power Hour Live.

They also cover the natural gas supply disruption that sent European energy prices up 27%, balcony solar legislation advancing in 24 states, and the debut of robotic solar construction from Terabase Energy.

Episode Highlights:

• Iran attacked a major gas facility in Qatar that produces roughly 17% of Qatar's output. John Weaver estimates this takes 3.5% of the global natural gas supply offline for at least a year. (Source)
• Illinois is among 24 states advancing balcony solar legislation. A Canary Media story reports that a balcony system at $3 per watt costs about $2,000 and saves consumers $400 per year. (Canary Media)
• LG Energy Solution and GM are converting their Ultium Cells joint venture in Tennessee from EV battery production to LFP batteries for the US grid storage market. (PV Magazine Energy Storage)
• Terabase, the automated solar construction platform, is ready for full market debut. The company assembles module tables on torque tubes in a covered structure, then uses robotic vehicles to transport them to field positions. (Solar Power World) Tim has interviewed Terabase CEO Matt Campbell on the Clean Power Hour (Episode 165)
• Global battery storage deployment hit 17 gigawatt hours in February 2026, a 60% increase over February 2025. (Energy Storage News)

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