Securing US electric vehicle battery supply requires domestic action and international sourcing

Jieyi Lu; Jesse D. Jenkins; Chris Greig; Denise L. Mauzerall

doi:10.1038/s41560-026-02045-2

Securing US electric vehicle battery supply requires domestic action and international sourcing

Research output: Contribution to journal › Article › peer-review

Abstract

Expanding domestic production and implementing demand-side strategies can substantially narrow material shortages for US electric vehicle batteries, but these efforts still fall short of meeting projected 2035 demand. To assure US battery supplies, the USA must support investments across all domestic supply chain stages, reduce and shift battery material demand, and continue to secure international supplies.

Original language	English (US)
Journal	Nature Energy
DOIs	https://doi.org/10.1038/s41560-026-02045-2
State	Accepted/In press - 2026

All Science Journal Classification (ASJC) codes

Electronic, Optical and Magnetic Materials
Renewable Energy, Sustainability and the Environment
Fuel Technology
Energy Engineering and Power Technology

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10.1038/s41560-026-02045-2

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title = "Securing US electric vehicle battery supply requires domestic action and international sourcing",

abstract = "Expanding domestic production and implementing demand-side strategies can substantially narrow material shortages for US electric vehicle batteries, but these efforts still fall short of meeting projected 2035 demand. To assure US battery supplies, the USA must support investments across all domestic supply chain stages, reduce and shift battery material demand, and continue to secure international supplies.",

author = "Jieyi Lu and Jenkins, \{Jesse D.\} and Chris Greig and Mauzerall, \{Denise L.\}",

note = "Publisher Copyright: {\textcopyright} Springer Nature Limited 2026.",

year = "2026",

doi = "10.1038/s41560-026-02045-2",

language = "English (US)",

journal = "Nature Energy",

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T1 - Securing US electric vehicle battery supply requires domestic action and international sourcing

AU - Lu, Jieyi

AU - Jenkins, Jesse D.

AU - Greig, Chris

AU - Mauzerall, Denise L.

PY - 2026

Y1 - 2026

N2 - Expanding domestic production and implementing demand-side strategies can substantially narrow material shortages for US electric vehicle batteries, but these efforts still fall short of meeting projected 2035 demand. To assure US battery supplies, the USA must support investments across all domestic supply chain stages, reduce and shift battery material demand, and continue to secure international supplies.

AB - Expanding domestic production and implementing demand-side strategies can substantially narrow material shortages for US electric vehicle batteries, but these efforts still fall short of meeting projected 2035 demand. To assure US battery supplies, the USA must support investments across all domestic supply chain stages, reduce and shift battery material demand, and continue to secure international supplies.

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U2 - 10.1038/s41560-026-02045-2

DO - 10.1038/s41560-026-02045-2

M3 - Article

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SN - 2058-7546

JO - Nature Energy

JF - Nature Energy

ER -

Securing US electric vehicle battery supply requires domestic action and international sourcing

Abstract

All Science Journal Classification (ASJC) codes

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