Winning the Battery Race: How the United States Can Leapfrog China to Dominate Next-Generation Battery Technologies. The good news is that after years of development, far superior battery technologies could reach commercial markets in the coming decade—and the race to scale them up remains wide open

https://carnegieendowment.org/research/2024/10/winning-the-battery-race-how-the-united-states-can-leapfrog-china-to-dominate-next-generation-battery-technologies?lang=en

by mafco

7 comments

  1. So we need to convince our corporations to not give away the secrets developed at government labs like DARPA To be competitive with China

  2. Maybe if the Democrats win the Senate in 2026, and obviously the presidency this year.

  3. The attached article from the Carnegie Endowment for International Peace was the most comprehensive breakdown of battery technology I have read for several years.

  4. > “Chinese dominance of the cathode and anode active material manufacturing capacity will not see any significant reduction by 2030; it doesn’t see the US winning more than 15% of the lithium-ion market by 2030, even if all announced projects materialize.”7

    > What’s more, China’s production capacity far outstrips the world’s demand, let alone its domestic demand; a subsidy-driven manufacturing and export model is driving global overcapacity of 400 percent (see figure 2b).

    Electric vehicles aren’t even 20% of the global market. What overcapacity? Not to mention grid storage and consumer electronics. God these articles are so dumb.

  7. Being ahead in technology is not the point. There’s plenty of first rate battery technology from US (or European) research institutes. The trick is in manufacturing.

    If you can’t commit to building large scale manufacturing *and the full stack from mining to refining to end-user product* in order to leverage economies of scale then you’re not competitive.

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