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DOE: EV battery manufacturing capacity in N America in 2030 projected to be nearly 20 times greater than in 2021

A wave of new planned electric vehicle battery plants will increase North America’s battery manufacturing capacity from 55 Gigawatt-hours per year (GWh/year) in 2021 to 998 GWh/year by 2030, according to the US Department of Energy (DOE).

Most of the announced battery plant projects are scheduled to begin production between 2025 and 2030. By 2030, this production capacity will be capable of supporting the manufacture of roughly 10 to 13 million all-electric vehicles per year.

To optimize supply chain logistics, many battery plants will be co-located with automotive plants. Most of the planned projects in the United States are concentrated along a north-south band from Michigan to Alabama.

Based on current plans, Kentucky, Tennessee, Georgia, and Michigan will see the highest growth in battery manufacturing capacity.


Source: David Gohlke, Yan Zhou, Xinyi Wu, and Calista Courtney, Argonne National Laboratory, Assessment of Light-Duty Plug-in Electric Vehicles in the United States, 2010–2021, ANL-22/71, 2022.



One can dream.
I worry most that the proportion of BEVs to PHEVs will not be as stark and beneficial to the post 2030s 'no ICE regs' as people believe. Manufacturers that only, or primarily, offer battery-only propulsion vehicles may find the market fractured with hybrid offerings and reduced take-up. Whether this affects the viability of the battery plants as noted is up for debate.

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