EV Battery Factory Map for North America Reveals Big 2030 Expansion

The electric vehicle revolution has a side anybody can see on the street, as well as on dealer lots. There’s also a supporting side that we’re here to discuss: the massive EV battery factory expansion currently taking place in North America.

The U.S. electric car battery industry is just a few years old—until a couple of years ago, most of these batteries used to come from China. However, the chip shortage that hit automakers hard during the pandemic determined the companies to build local battery factories in a bid to avoid such issues in the future. And once the Inflation Reduction Act was signed in August 2022, domestic production of EVs and their batteries received a massive stimulus.

So, to have their vehicles qualify for the full $7,500 EV tax credit and receive funding via manufacturing credits, domestic and foreign carmakers are investing heavily in EV battery production sites located in the U.S. and Canada.

Together, all these investments should see the North American battery factories (Li-ion) reach a maximum combined annual capacity of almost 1,600 GWh by 2030. Based on Tesla’s calculations (100 GWh can power 1.5M EVs), that means North America will be able to produce batteries for up to 24 million EVs annually by 2030. However, it’s worth noting that some of these factories will also supply batteries for hybrids and PHEVs (plug-in hybrids).

The total figure is broken down into individual EV battery factory projects—started in 2023 or future—listed by states in the map below. This was created in December 2023 by Gerrit Bockey and Professor Heiner Heimes at Germany’s RWTH Aachen University and was published by Battery News Germany.

EV battery projects are split between automakers, battery producers, and joint ventures between the two. And while the list is comprised of many established names, it also includes start-ups like Forge Nano Inc. (5 GWh in North Carolina).

Carmakers building EV battery factories in North America

We’ll start with BWM, which is set to build batteries via a new plant in Woodruff and in partnership with battery specialist AESC.

BlueOval SK—Ford’s joint venture with South Korean battery maker SK On—is building three battery plants in the US, two in Kentucky and one in Tennessee. Over in Canada, Ford is set to transform its Oakville factory to turn Kentucky-built cells into battery packs and put them into the EVs set to be assembled at this location post-transformation.

General Motors has joined forces with LG Chem to form Ultium Cells, while also entering a JV with Samsung SDI. In a third JV, GM is working with startup SolidEnergy Systems. And that’s just in the US. Over in Canada, GM has a partnership with South Korea’s Posco Chemical for a battery material site.

Honda teamed up with South Korea’s LG Energy Solutions for a facility in Ohio.

Hyundai and SK On entered a JV to build two battery factories in Georgia, both of which are set to start production in 2025.

Aside from making batteries at its Alabama site since 2022, Mercedes-Benz has teamed up with Sila and plans to use the latter’s next-gen battery chemistry.

Rivian is working to build an EV production site in Georgia, which could include battery production alongside that of EVs.

Stellantis and Samsung SDI started building their EV battery site in Indiana in March 2023. The carmaker is also working with Samsung to open a second factory in 2027 in the same state. And, starting in 2024, Stellantis and LG are set to start building EV batteries at their factory in Windsor, Canada.

Last year, Tesla announced massive investments into the Gigafactory Nevada it has been using since 2017, as well as its Gigafactory Austin.

Later this decade, Toyota’s North Carolina EV battery will become operational.

Via its own battery company (PowerCo SE), Volkswagen is building an EV battery site in Ontario, Canada.

Battery producers

The list of (non-automotive) EV battery producers in North America includes AESC (headquartered in Japan), Gotion (headquartered in Silicon Valley, but Chinese-owned), LG Energy Solution (HQ in South Korea), Northvolt (HQ in Sweden), Our Next Energy (US startup), Panasonic (HQ in Japan, with US branch), SK Battery America (US branch of South Korean SK On).

Now, if you’re looking for what these carmakers are doing across the pond, the European EV battery factory map will provide this data—the Old Continent had a larger overall annual capacity target by 2030, but this also depends on the completion of the projects.

Via RWTH Aachen University and Battery News Germany



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