The article emphasizes the urgent need for the U.S. to establish a domestic supply chain for critical materials used in lithium-ion batteries, highlighting national security and global competitiveness concerns. With a projected requirement of over 900 GWh capacity by 2030, the reliance on foreign sources, especially China, poses significant challenges. The incorporation of recycled materials alongside virgin resources and the influence of policy, like the EU's Green Deal, are critical for sustainable growth. The Bipartisan Infrastructure Law funding has paved the way but more efforts are required for long-term sustainability.
By 2030, more than 900 GWh of capacity will be built in the U.S., with cell manufacturers and gigafactories requiring more raw materials than are currently available.
The Department of Energy funding through the Bipartisan Infrastructure Law has been instrumental in moving the clean energy sector mindset and industry forward.
Collection
[
|
...
]