US Department of Energy publishes three step plan to build a domestic battery supply chain by 2030
By Eve
The US Department of Energy has released a plan to localise the battery supply chain, covering extraction, refining, subcomponents such as anodes, cathodes, electrolytes and separators, and cell and pack production, with the aim of reducing reliance on China. Citing BloombergNEF, the DOE expects battery demand to rise fourfold between 2025 and 2035, from 179 GWh to 707 GWh, across transport, the grid, AI data centres, consumer electronics and drones. The report was covered in a news article that notes billions of dollars of battery projects were cancelled last year and that the plan does not appear to mention electric vehicles.
Why it matters
A domestic battery supply chain could eventually ease import exposure for EV and stationary storage hardware, including storage paired with charging sites. With plan objectives still to be delivered and project cancellations already seen, buyers should treat local supply as a medium term prospect rather than something to rely on in current procurement.
Source
- Original title
- “China Has An Iron Grip On EV Batteries. Here's America’s Plan To Break It”
- Published
- 4 November 2026
- Updated
- 5 November 2026
In this story
- Topic
- Policy & Market
- Places
- United States · China
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