# Battery Makers Shift U.S. Capacity to Grid Storage

South Korean battery manufacturers are redirecting U.S. EV production capacity toward grid-scale energy storage as EV demand softens and storage deployments grow. L-H Battery has begun energy-storage-system battery production in Jeffersonville, Ohio; Samsung SDI expects to begin U.S. LFP cell production in Indiana in October 2026 and start SBB 2.0 deliveries before year-end. The signal describes manufacturing and supply-chain changes, not a government solicitation, award, or contract, but the additional domestic capacity may affect supplier availability for future storage projects.

- Government buyers and contractors planning grid-storage projects can assess how the announced production starts and delivery plans align with their expected sourcing and deployment schedules.
- Companies supplying storage systems can evaluate potential battery supply from L-H Battery and Samsung SDI; the signal does not provide contract terms, volumes, or procurement deadlines.
- The shift suggests battery manufacturers may allocate capacity between EV and stationary-storage markets, a factor for buyers assessing supply options and schedule risk.

**Jurisdictions:** federal
**Industries:** Energy & Utilities
**Topics:** Physical Infrastructure
**Published:** October 03, 2026

### Government Entities
- Federal Energy Regulatory Commission (FERC)

### Vendors
- L-H Battery Company ()
- Samsung SDI ()
- LG Energy Solution ()
- Honda Motor ()
- Stellantis ()

### Sources
- [South Korean battery makers begin US grid storage cell output as EV lines go idle](https://gcn.com/south-korean-battery-makers-begin-grid/22139) - gcn.com