According to Market on Close host John Rowland, the next big trade isn’t just in electric vehicles (EVs). It’s in the batteries that power them.
“23% of all new capacity added to the U.S. electrical grid now comes from battery storage — second only to solar,” our Senior Market Strategist explained. “And the grid needs to expand by 20–30% between now and 2030 just to satisfy AI’s appetite for power.”
