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The US clean energy manufacturing revolution is real
The country has made major gains in solar panel and battery cell manufacturing over the last four years, but self-sufficiency remains far away.
“The amount of manufacturing production for batteries in particular that’s been planned in the United States has grown tremendously,” lead author David Gohlke told Canary Media this week. Some factories have collided with political headwinds, like the U.S. subsidiary of Chinese manufacturer Gotion, whose plan to drop $2 billion into rural northwest Michigan ran into a barrage of anti-China bluster from conservative politicians. All the critical precursor steps — mining, refining, synthesizing the highly tailored materials to make cathodes and anodes — still happen mostly overseas, and China holds the keys.
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