Environmental Defense Fund finds enough U.S. battery production to supply electric vehicles through 2030
There is enough battery production capacity in the United States to supply all electric vehicles expected to be sold through 2030, according to a new report from the Environmental Defense Fund (EDF).
By 2028, the industry will churn out more than 1,000 GW hours per year of EV battery production capacity, providing enough to power 10 million electric cars. According to the Environmental Protection Agency (EPA), electric vehicles accounted for 12 percent of all vehicles produced for sale domestically in 2023, and at the amounts listed above, the industry should have enough to supply all EVs in 2030, as well.
“This analysis adds to the large body of evidence already supporting the unambiguous feasibility of protective EPA vehicle emission standards for both light-and-medium-duty and heavy-duty vehicles,” Ellen Robo, EDF’s manager of transportation and clean air policy, said.
Most of the electric vehicle battery demand expected to come down the pipeline is from passenger vehicles, although it’s growing in other areas as well. At the same time, all of the announced EV battery manufacturing capacity addressed in the EDF’s analysis is domestic, meaning the United States is in a good position to supply its own battery needs. Much of this has been driven by tax credits and incentives in legislation like the Inflation Reduction Act.
Although they are far from the states with the most EVs on the road – California remains king in that area – those producing the most batteries include Michigan, at 140 GW hours per year; Georgia, at 136 GW hours per year; and Tennessee, at 128 GW hours per year.
