The Conundrum of the North American Lithium-Ion Battery Supply Chain


Electricity unattached to the grid will power the technologies that shape the 21st Century.  Unless and until fuel cells, green hydrogen and other electricity micro-generation technologies mature, advanced batteries, and in particular lithium-ion batteries, are likely to be the source of much of that power. Where those batteries are made and who makes them matters.  Ensuring adequate supplies of lithium-ion batteries will be an important national security issue.  Lithium-ion batteries are also an important tool in the fight to reduce greenhouse gas emissions.  But most importantly, lithium-ion batteries and the technologies they enable are likely to create substantial wealth and many [...]