Full Title: Quantification of Commercially Planned Battery Component Supply in North America through 2035
Author(s): David Gohlke, Rakesh Krishnamoorthy Iyer, Jarod Kelly, Astrid Pene Njine Monthe, Xinyi Wu, Tsisilile Barlock, and Charbel Mansour
Publisher(s): Argonne National Laboratory
Publication Date: March 1, 2024
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Description (excerpt):
There is the potential for rapid growth in battery manufacturing in North America in the coming years, as indicated by investment plans which companies have announced. Argonne National Laboratory is tracking these investment announcements to understand the availability of domestically produced battery cells and battery components over the next decade. The authors find that companies have made announcements for over 1,300 GWh/year of lithium-ion battery cell production by 2030, enough to conservatively supply ten million electric vehicles and expected growth in stationary grid storage. From 2021 to 2032, battery cell production is modeled to grow 28-fold. For each of the core battery components of lithium-ion batteries (cathodes, anodes, separators, electrolytes, and foils), the authors describe the current announced capacities for materials with respect to cell production and end-use demand, finding similar rapid growth for each.