Evaluating strategies to address material supply–demand gaps in the US electric vehicle battery supply chain (opens in new tab)

To address supply shortfalls in the electric vehicle battery supply chain, US policy has prioritized expanding domestic production. However, we find that this strategy alone cannot meet future material demand. If announced projects materialize, domestic production can meet 2035 demand for raw lithium, lithium carbonate, lithium hydroxide, electrolytes and separators used in major battery chemistries. However, many other materials still face substantial and persistent gaps even with demand-sid...