Securing Critical Materials for the U.S. Electric Vehicle Industry: A Landscape Assessment of Domestic and International Supply Chains for Five Key Battery Materials

Technical Report · Thu Feb 01 04:00:00 EST 2024

DOI:https://doi.org/10.2172/2319240· OSTI ID:2319240

Barlock, Tsisilile A. ^[1]; Mansour, Charbel ^[1]; Riddle, Matthew ^[1]; Crisostomo, Noel ^[2]; Keyles, Gavriella ^[2]; Gohlke, David ^[1]; Zhou, Yan ^[1]; Polzin, Bryant ^[1]; Weigl, Dustin ^[3]

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1. Argonne National Laboratory (ANL), Argonne, IL (United States)
2. U.S. Department of Energy (USDOE), Washington, DC (United States)
3. National Renewable Energy Laboratory (NREL), Golden, CO (United States)

This study explores the prospective supply of upstream critical materials, providing insights into the U.S.'s capacity to meet its Electric Vehicle (EV) and Energy Storage System (ESS) deployment targets for 2035. It evaluates the proportion of critical materials demand that can be met by domestic upstream sources and the amount that will require non-U.S. sources. The analysis considers geological resources and current international development activities, contributing to the understanding of mineral supply security as the global community strives for net-zero emissions by 2050. The study focuses on five materials assessed in the 2023 DOE Critical Materials Assessment – Lithium, Nickel, Cobalt, Graphite, and Manganese.

• Research Organization: Argonne National Laboratory (ANL), Argonne, IL (United States)
• Sponsoring Organization: USDOE Office of Policy (OP)
• DOE Contract Number: AC02-06CH11357
• OSTI ID: 2319240
• Report Number(s): ANL--24/06; 187907
• Country of Publication: United States
• Language: English

Related Subjects

33 ADVANCED PROPULSION SYSTEMS
Battery Industry
Clean Energy
Critical Materials
Mining
Supply Chain