Competition, Climate, and Resilience: Securing the EV Supply Chain in America

This report focuses on the challenges and opportunities facing the United States as it embarks on the ambitious transition from gas powered to electric vehicles while geopolitical competition is intensifying between the US and China. The EV supply chain highlights the complexities of modern manufacturing in the energy transition: the need for both efficient legislation and regulation, adequate financial incentive structure, and fast-moving innovation. The industry requires an approach that embraces the complete lifecycle of the product, from extracting critical minerals through to end-of-life recycling and repurposing. The United States must make the EV supply chain more resilient by strengthening the critical minerals supply chain, enhancing battery design and recycling, and expanding the charging network.