IRA + 7 months

What’s happened in the US EV supply chain since IRA passed? My students and I are tracking it:

36 major new projects announced
30,000 estimated jobs
$40 billion in announced capital investment 🏗️

Here is what is new since last month. A short 🧵 1/5

VW announced plans for Scout EV factory in South Carolina. $2 billion. 4,000 jobs. 200k EVs / year.

governor.sc.gov/news/2023-03/scout-motors-selects-south-carolina-production-site-plans-create-4000-jo...

US EV manufacturing capacity is projected to exceed 4.5 million EVs per year by 2030. 2/5

Dongwha announced an electrolyte factory in TN. $70 million. 68 jobs. 80k tons/year.

Amprius announced plans for silicon-anode LIBs in CO. $190 million. 332 jobs. .5 GWH/year (phase 1).

Both support projected US battery cell mfg capacity > 800 GWh / year by 2030. 3/5

American Battery Technology Company announced plans for a lithium-ion recycling facility in NV.

americanbatterytechnology.com/press-release/lithium-ion-battery-recycler-abtc-expands-operations-with...

We are now tracking 8 new recycling plants in construction or planning.

These projects will help meet IRA goals for domestic sourced materials. 4/5

These projections are based on tracking publicly announced projects, capital investment, target production and employment levels, and more.

Explore the US EV supply chain with this dashboard:
www.charged-the-book.com/na-ev-supply-chain-map

Let us know what you think and what we are missing. 5/5