AI Insight
This study evaluates strategies to close material supply-demand gaps in the United States electric vehicle battery supply chain, examining how domestic production, recycling, and alternative chemistries can reduce dependence on critical minerals such as lithium, cobalt, nickel, and manganese. The research models multiple scenarios to assess the feasibility and effectiveness of various interventions across different time horizons. Findings indicate that no single strategy is sufficient on its own, and that a combination of approaches, including expanded mining, secondary material recovery, and battery chemistry diversification, is necessary to meet projected demand.
Why it matters
As EV adoption accelerates to meet decarbonization targets, securing a resilient domestic battery supply chain is a strategic priority for energy security and industrial competitiveness. The results offer policymakers and industry stakeholders a quantitative basis for prioritizing investments and regulatory frameworks around critical mineral sourcing and recycling infrastructure.
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