Why the U.S. has fallen behind China and Europe in electric vehicle production—and the forthcoming battery shortage

U.S. automakers are finally making bold commitments to electrify their fleets, but in the short term, there may not be enough lithium-ion batteries to go around. While China dominates the battery manufacturing supply chain, and Europe is working to catch up, the U.S. still lags far behind.

As batteries become a matter of energy independence and national security, here’s what the U.S. can do to catch up.

As automakers continue to grapple with a semiconductor shortage, some experts say the next supply chain crisis for the U.S. could involve lithium-ion batteries. As companies like GM, Ford and a slew of start-ups are ramping up their electric vehicle ambitions, current battery production in the U.S. will not be able to keep up with demand.

Though the U.S. does have a handful of large-scale battery manufacturing facilities, including Tesla’s Gigafactory which operates in partnership with Panasonic, a trade dispute between two Korean battery makers, LG Chem and SK Innovation, threatens the future of a new battery factory in Georgia.


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