The Five Year Outlook for the U.S. Battery Storage Supply Chain

The lithium-ion battery market is at a critical inflection point as direct policy action by the United States seeks to onshore manufacturing. The future of the supply chain hinges on how effective these efforts are and the complex interactions between incentives, tariffs, pricing, and shifting availability of raw materials.
Watch this discussion from Canary Media and Clean Energy Associates that dives into the current state of the lithium-ion supply chain and an outlook for how it will evolve over the next five years.
Learn more about CEAs' latest pricing, supply, policy, and technology research here: www.cea3.com/

[@PhilipWong55]

The small U.S. market limits scalability, resulting in high costs and poor export competitiveness. The prospect for a competitive U.S. battery storage supply chain is poor. Tariffs, sanctions, and the Tonya Harding strategy are the only routes to viability.