Article

U.S.-assembled battery systems may still face foreign entity of concern (FEOC) risks due to upstream material sourcing and ownership. Following updated FEOC guidelines from the One Big Beautiful Bill Act (OBBBA), developers must reconsider procurement and lifecycle strategies.

Domestic suppliers may be linked to foreign entities, particularly Chinese companies, exposing buyers to compliance risks. The evolving nature of FEOC regulations complicates project financing and operational decisions, with potential disruptions anticipated in the next 12 to 24 months.