USEA – The Impact of the Coming Lithium-ion Battery Shortage on Electrification

Electrification is the megatrend for the energy sector. Utilities are gearing up for a surge in electric vehicles and the deployment of massive electric fleets, like those of Amazon. New York State legislators have just agreed to a budget that includes committing the state to 100-percent electric school buses by 2035.

Likewise, advanced batteries are the storage system favored by utilities and microgrids. The electric future is close – or is it?

This surge forward, driven by environmental concerns and the desire to go green quickly, faces one ominous hurdle: the lithium-ion battery and its precarious supply chain. While electrification of everything is cheered everywhere, there appears to be danger in depending on the lithium-ion battery as none of the principal components are sourced in the United States.

Lithium is in such demand that the price has risen nearly 500 percent in one year, and Elon Musk has hinted at getting into lithium mining. Sixty percent of the cobalt in today’s batteries comes from the Democratic Republic of the Congo. Nickel is sourced in Indonesia and some islands. Copper is more widely sourced, but Chile is the largest producer.

Already, electrification has been slowed in the car industry by the chip shortage. Will a battery shortage impede it further?

These questions and more will be addressed in this briefing, which will consist of a panel of experts taking questions from a panel of knowledgeable journalists. USEA Acting Executive Director Sheila Hollis will give opening remarks. Llewellyn King, nationally syndicated newspaper columnist and broadcaster, organized this briefing and will moderate.

The general audience can submit questions using the Zoom Q&A function, but members of the media will be given preference. A recording will be made available after the briefing.

John Howes, Principal, Redland Energy Group
Stephanie Shaw, Technical Executive, EPRI
Ned Mamula, Economic Geologist and Author
Scott Aaronson, Senior VP, Security and Preparedness, Edison Electric Institute [Invited]


Apr 22 2022


11:00 AM - 12:00 PM

More Info





United States Energy Association (USEA)
United States Energy Association (USEA)

Contribute to this discussion

All statements and/or propositions in discussion prompts are meant exclusively to stimulate discussion and do not represent the views of, its Partners, Topic Directors or Experts, nor of any individual or organization. Comments by and opinions of Expert participants are their own.

Sign up for our Press Release Distribution List

    Your Name (required)

    Your Email (required)

    Please sign me up to receive press releases from