AI Insight
This study examines the supply chain vulnerabilities facing the United States in securing critical materials for electric vehicle battery production. The research analyzes the gap between projected domestic EV adoption targets and the current capacity to source key battery materials such as lithium, cobalt, nickel, and manganese. The authors find that neither domestic mining and processing alone nor any single international partnership is sufficient, and that a combined strategy of expanding domestic production capacity alongside diversified international sourcing agreements is necessary to meet demand.
Why it matters
The findings have direct implications for US energy transition policy, national security, and the competitiveness of the American automotive industry, as supply chain gaps could slow EV adoption and leave the country dependent on geopolitically sensitive suppliers. Policymakers and industry stakeholders may use this analysis to prioritize investment in mining, refining, and trade agreements with allied nations.
Source: Securing US electric vehicle battery supply requires domestic action and international sourcing