2025 09:32 , Mar . 21 Subira kurutonde

The U.S. Battery market is about to boom

The U.S. is set to nearly double its battery manufacturing capacity this year, with 10 new battery plants coming online.

This is a major boost for the EV industry, helping shift supply chains away from China and strengthening domestic production.
Who’s leading the charge?

🔋 Toyota – $14B battery plant in North Carolina (launching in April)
🔋 SK On – 3 factories (Tennessee, Kentucky, Georgia)
🔋 LG Energy Solution – 2 factories (Ohio, Arizona)
🔋 Panasonic, Samsung SDI & Stellantis, Envision AESC, Our Next Energy –

Plants nearing completion in Kansas, Indiana, Kentucky & Michigan

With 421.5 GWh of annual battery production capacity, the U.S. is now the fastest-growing region for planned battery cell production.

This is a critical moment for the EV industry, with sales soaring in the U.S., driven by strong incentives and attractive financing deals. But with political uncertainty on the horizon, it will be interesting to see if demand holds up if incentives disappear and tariffs raise prices.

Even with shifting policies, these battery plants are already built - many in Republican-led states - making it difficult to reverse course.

If localized production lowers costs, American buyers could continue embracing EVs despite policy headwinds.

Do you think domestic production will be enough to sustain EV growth?



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