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15 June 2024

Friendshoring the Lithium-Ion Battery Supply Chain: Battery Cell Manufacturing

William Alan Reinsch, Meredith Broadbent, Thibault Denamiel, and Elias Shammas

Introduction

Nearshoring the lithium-ion battery supply chain requires substantial policy efforts at every stage. Upstream inputs, such as critical minerals sourcing and processing, are concentrated in a few nations. Although many more countries engage in midstream and downstream processing of critical resources, access to this end of the supply chain is becoming less secure for U.S. manufacturers because of uncertainty in the domestic and geopolitical spheres.

Commensurate to the breadth of the challenges is the importance of overcoming them. An adequate, predictable supply of lithium-ion batteries, as well as the supply chain and raw materials, is essential to reaching green transition goals in the United States. These batteries power key products that enable a sustainable, large-scale switch away from fossil fuels essential to long-term environmental goals.

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