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Capacity of electric vehicle battery plants planned in North America by 2030. Data are updated up to November.
U.S. Department of Energy, Argonne National Laboratory
Georgia, Kentucky and Michigan will dominate US electric vehicle battery manufacturing by 2030.
Each of these three states will be able to produce the equivalent of 97-136 gigawatt hours of EV batteries per year by 2030.
Kansas, North Carolina, Ohio and Tennessee are also major players, with 46 to 97 gigawatt hours of EV battery capacity planned by 2030.
This planned manufacturing capacity was highlighted by the U.S. Department of Energy on Monday, based on a November 2022 report from Argonne National Laboratory.
To meet the growing demand for EVs, the total build capacity of EV battery manufacturing capacity in North America will grow from 55 GWh per year in 2021 to about 1,000 GWh per year by 2030. So far, the planned investment will exceed his $40 billion in sales for these factories, according to his October report from the Dallas Federal Reserve.
The Ford Motor Company and SK Innovation Company electric vehicle and battery manufacturing complex under construction near Stanton, Tennessee, Tuesday, September 20, 2022.
Houston Cofield | Bloomberg | Bloomberg | Getty Images
By 2030, this EV battery manufacturing capacity will support the production of 10 to 13 million fully electric vehicles per year, enabling the US to become a global EV competitor.
“By expanding battery manufacturing capacity more than 15-fold by 2030, the U.S. will take the lead in the EV market,” said Nick Nigro, founder of public policy shop Atlas Public Policy. told CNBC.
“This capacity will provide enough batteries for the U.S. to meet the Biden administration’s goal of 50% EV sales by 2030,” Nigro told CNBC. includes both transport and climate policy.
The planned wave of EV battery manufacturing plants will be near North American EV assembly facilities identified by the red dots in the diagram.
“It looks like they’re trying to reduce overall manufacturing costs here,” David Gohlke, one of the authors of the Argonne paper, told CNBC. We have a relatively heavy battery that needs to be shipped to a car assembly plant and we need to make sure we have the infrastructure to do it.”
Nearly all of the plants planned in Argonne’s report will make lithium-ion batteries and will be joint ventures between automakers and battery makers such as Panasonic, Samsung, LG Chem and SK Innovation, Gorke told CNBC. .
Moving forward, training workers and strengthening supply chains for needed minerals will also be important, Nigro told CNBC.
“The big challenge for the industry is establishing a reliable supply chain and building the human capacity to run these factories,” Nigro told CNBC.
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