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US confronts battery shortfall as Chinese solar giants gear up for tenfold expansion

China dominates global solar manufacturing with an 85% market share, a position that has prompted strategic shifts in US policy. During former President Joe Biden’s administration, the Inflation Reduction Act (IRA) offered substantial subsidies, enticing Chinese solar firms to establish US-based factories. In contrast, President Donald Trump has signaled intentions to repeal the IRA and escalate tariff wars, further accelerating Chinese manufacturers’ rush to build American facilities.