The latest trade case adds new uncertainty to a U.S. solar industry hit by tariffs and moves by President Donald Trump to arrest the growth of renewables.

The new restrictions on EV battery tech arrive as the EU has continued to press Chinese automakers to set up manufacturing in Europe.

Goldman-Sachs predicts that AI will drive a 160% increase in data center power demand by 2030, and require an estimated $720 billion in upgrades to global power grids to account for that growth.