The Tempo of North American Battery Cell Manufacturing Bulletins Has Accelerated Since 2021

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Cumulative new battery manufacturing in North America introduced as much as January 2021 totaled 120 GWh. Following the passage of the Bipartisan Infrastructure Legislation (BIL) and the Inflation Discount Act (IRA) that helps the event of a home provide chain for EVs, bulletins for brand new battery capability accelerated. By mid-2024, cumulative introduced annual capability rose to just about 1,400 GWh – greater than ten instances larger than 2021 and sufficient to produce about 14 million light-duty EVs yearly.

A number of the introduced will increase in battery manufacturing capability have been deliberate in phases on the similar manufacturing facility and are proven on the map under as concentric circles as capability expands. Nevada is at the moment the state with the very best manufacturing of battery cells from the Tesla/Panasonic Gigafactory. Nonetheless, a lot of the introduced capability is deliberate within the jap half of the US led by Michigan, Nevada, Georgia, Kentucky and Tennessee, that are every projected to have greater than 100 GWh of annual lithium-ion cell manufacturing by the top of the last decade.

Supply: Argonne NationalLaboratory, Quantification of Commercially Deliberate Battery Element Provide in North America by 2035, March 2024, Figures 11 and 12.

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Courtesy of Division of Vitality, Truth of the Week