E2's 2026 tally: 72 projects cancelled, closed, or downsized, $26.52B in lost investment, manufacturing counted through June and generation and storage through May (E2, July 20, 2026). Fourteen of the 72 are manufacturing, roughly $7B.
That is a serviceable policy signal and the wrong denominator for anyone modeling when domestic cells actually arrive.
E2's published methodology excludes delays and idlings "unless there is an announced decrease in production or investment." Samsung SDI and GM's New Carlisle, Indiana JV (27 GWh, construction paused 2026-05-14, no revised SOP disclosed since, no announced investment reduction) therefore sits outside the 72 on my read, while removing more modelable near-term cell capacity than several projects inside it.
What a stoppage subtracts depends on where the project stood when it stopped. A greenfield abandoned before groundbreaking deletes announced GWh and no available cells. Liquidation at 60% completion strands the steel and puts the qualification clock back near zero. Conversion from EV to storage keeps the building, voids the original supply claim. A mass-production slip inside a financed, running plant moves a date without changing capacity.
All four collapse into the same number. The pieces that follow take them apart.
72 ≠ part of 216. Two separate E2 series. The July 20 tracker counts 2026 only: 72 projects, $26.52B, announced direct jobs. The July 9 BW Research model counts everything since January 2025: 216 projects, $68.2B, using IMPLAN and NREL JEDI multipliers. Not additive, not comparable.
~9 GW. Battery storage capacity in the 216-project set (E2/BW Research, July 9, 2026). Modeled from announced capacity, not from anything procurable.
>20 GWh. Named US storage-cell capacity cancelled by Q2 2025: KORE Arizona (9.6 GWh/yr) and FREYR Georgia (10.2 GWh/yr). Neither was built (CEA via pv magazine USA, July 23, 2025).
$8.6B of $16.9B. Battery and storage manufacturing investment E2 classed as cancelled or downsized, across 18 projects, as of Q1 2026 (Electrek citing E2, May 28, 2026).
~1 in 3. Share of tracked projects announced with no job or investment estimate. Every dollar total here is a floor.
No public disaggregation of the 72 by outcome type exists. The four-way split is ours, assembled facility by facility.