Comment by tzs

14 hours ago

The incentives in the Inflation Reduction Act greatly increased US domestic battery production capacity. It went from 7 GWh per year in 2023 to 70 GWh per year in early 2026 and is expected to reach 1400 GWh per year by the end of the decade.

Domestic solar cell manufacturing was also growing rapidly, although I believe that may have slowed due to Trump.

I don't know about wind turbine production because I can't convince the !@#$%&?ing search engine to tell me about manufacturing rather than installation.

2 comments

tzs

hunterpayne 14 hours ago

1400 GWh of Li-ion batteries would require consuming the entire planets known Li reserves plus a bit more.

defrost 7 hours ago
Got a citation from mining monthly for that?
Meanwhile, on the supply side:
The sector has also seen its share of oversupply and price drops this year, with surprising reports of a fall below $50/kWh for two-hour battery systems made in China. Nameplate battery manufacturing capacity in China alone reached 2.2 TWh at the end of 2023, almost double the 1.2 TWh of global demand that analyst BloombergNEF (BNEF) is expecting for 2024.
~ https://www.ess-news.com/2025/01/02/the-battery-boom-of-2024...
That's 2,200 GWh produced in China in 2023.
For past / present / future data on Lithium-ion battery manufacturing capabilities, see: Lithium-ion battery manufacturing capacity, 2022-2030 from the IEA - https://www.iea.org/data-and-statistics/charts/lithium-ion-b...