Am I correct to assume all these grid batteries are all made in China as well?

No firstly there are several Korean companies making both batteries and battery manufacturing machine tools.

There are big factories in both Michigan and Kentucky Ford operates it just took over from Blueoval SK.

They retooled Ford plants are now making grid batteries instead of car batteries is my understanding.

Tesla also has battery factories in the USA as well as a lithium refinery.

Batteries are complex but less complex than semiconductors. They are rapidly dropping in cost too.

Grid batteries was one of the few areas that escaped Trump's gutting of the IRA and was included in other Infrastructure bills.

And a side effect of the EV market getting hobbled also redirected battery factory capacity from that market.

I'm not sure what's online yet but there is a pipeline.

edit an estimate from earlier this year:

> By the end of 2025, 20 gigawatt-hours of dedicated storage cell lines had opened, and the industry is on pace to hit 96 gigawatt-hours by the end of this year.

China, the electrostate