US buyers now pay about 20% more for Chinese storage cells before tariffs - freight flipped the map
Benchmark says Chinese 314Ah LFP storage cells ended September at $51.62/kWh leaving the China factory gate, $59.18/kWh landed in Europe, and $61.99/kWh landed in North America — about a 20% US premium over China, and above Europe for the first time this quarter. Freight on the China-to-US lane is the stated reason. Tariffs sit on top.