Okay then makes me wonder if this recent trend is just one particularly large manufacturer ramping up production? Tesla?

Ford in partnership with LG is one example. Stationary storage replacing EV demand that did not materialize. Gigafactories intended for EV batteries are now for stationary storage.

U.S. battery industry cuts losses, shifts to new ventures amid EV bust - https://www.dallasfed.org/research/economics/2026/0303 - March 3rd, 2026