VFBATTERY REPORT

Cell & Pack Manufacturing

Pages 69–103 (35 pages)

Battery Report 2024, page 72: Cell & Pack Manufacturing
Text on page 72

Gigafactory Tracker - 1,372* GWh Of Capacity USA 1 ABF, Tucson, AZ, 15 GWh) 2 Amprius Tech, Brighton, CO, 5 GWh 3 Electrovaya, Jamestown, NY, 1 GWh 4 AESC, Smyrna, TN, 3 GWh 5 AESC/BMW, KY, 30 GWh) 6 AESC/Mercedes, Florence County, SC, 30 GWh)

7 Ford/CATL, Marshall, MI, 20 GWh)* 9 Nanotech Energy, tbd, NV, 6 GWh 8 FREYR, Newnan, GA, 34 GWh) 10 IM3NY, Endicott, NY, 1 GWh, 37 GWh)*

11 KORE Power, Buckeye, AZ, 12 GWh) 12 LGES, Queen Creek, AZ, 53 GWh) 13 LGES, Holland, MI, 5 GWh, 20 GWh) 14 Ultium Cells, LGES/GM, Lansing, MI, 50 GWh)

15 Ultium Cells, LGES/GM, Spring Hill, TN, 35 GWh 16 LGES/Honda, Jeffersonville, OH, 40 GWh)

17 Panasonic, DeSoto, Kansas, 30 GWh) 18 Panasonic/Tesla, NV, 37 GWh, 73 GWh)

19 Samsung SDI/GM, New Carlisle, IN, 2736 GWh)

20 2 plants) StarPlus Energy Samsung SDI/Stellantis), Kokomo, IN, 33 GWh & 34 GWh)

21 SK, Commerce, GA, 22 GWh 22 BlueOval SK/Ford), Stanton, TN, 45 GWh) 23 SK/Hyundai, Bartow County, GA, 35 GWh) 24 Tesla, Fremont, CA, 10 GWh 25 Toyota, Greensboro, NC, 30 GWh) 26 LGES/Hyundai, USA, 30 GWh) 27 Ultium Cells, LGES/GM, Warren, OH, 41 GWh 29 Forge Battery, Raleigh, NC, 13 GWh) 30 SAFT, Jacksonville, FL, 5 GWh 31 Tesla, Austin, TX, 6 GWh (94 GWh) 24 40 32 ONE, Belleville, MI, 10 MWh 20 GWh) 34 33 Gotion, Manteno, IL, 40 GWh) 34 Lyten, San Jose, CA, 0.2 GWh) 35 Lyten, Reno, NV, 10 GWh) 36 2 plants) BlueOval SK/Ford), Glendale, KY, 40 GWh & 40 GWh)

*total includes future & current capacities; excludes plants with halted construction; takes the highest of future capacity ranges (if range exists) **note: sodium-ion excluded

Yet several projects are struggling or remain elusive due to financial and political issues, including uncertainty around the future of the IRA

37 Pomega, Waterboro, SC, 6 GWh 38 Amplify Cell Tech, Marshall county, MS, 21 GWh) 39 Statevolt, near Salton Sea, CA, 54 GWh)** 40 Lyten, San Leandro, CA, 610 GWh) CANADA 41 LGES/Stellantis, Windsor, ON, 49.5 GWh) 42 PowerCo, St. Thomas, ON, 90 GWh) 43 Lion Electric, Joliet, QC, 5 GWh* 44 StromVolt, tbd, QC, 10 GWh) 45 Northvolt Six, Montreal, QC, 60 GWh) 46 BlueSolutions, Montreal, QC, 0.5 GWh 47 Molicel, Maple Ridge, BC, 2.8 GWh)**

North America has experienced significant growth in the last 23 years due to IRA incentives

How to read this map

BASIC FORMAT = Current Capacity GWh, (+Additional Future Capacity GWh) CONSTRUCTION AT RISK = (+Additional Future Capacity GWh)* CONSTRUCTION HALTED/BANKRUPTCY = (+Additional Future Capacity GWh)**

Extracted from the PDF; charts and images may read imperfectly.

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