On the Dash: Automakers are turning excess battery capacity into a new revenue opportunity as demand for EVs falls short of earlier expectations. Growing opposition to data centers could create reputational and political risks for automakers that supply their energy storage systems. Stationary storage could still benefit utilities and automakers by supporting grid reliability and creating a potential outlet for EV battery capacity. Ford, GM and Tesla are turning surplus battery capacity into a new revenue stream by supplying stationary storage systems for data centers and the power grid. But as community opposition to data center construction hits record levels nationwide, that business could eventually pull automakers into a fight…
