Innovation Energy Technology

Strong Government Support

US DOE Battery Materials Policy Framework for Supply Chain Localization

🎯 Strategic Goals & Policy Drivers

Core Issues:

  • China controls 75% of global lithium battery production capacity

  • U.S. dependency on critical mineral imports exceeds 50%

Energy Security Crisis
IRA Tax Incentives
$35/kWh Cell Credit
Capacity +300%
Bipartisan Infrastructure
$10/kWh Module Credit
$3B Battery Fund
Import -40%
$6B Supply Chain Plan
Critical Materials
R&D Investment
Innovation +120%
Trade Agreements
Partner Countries
Supply Security
Market Share +25%

💸 Funding Roadmap (2023-2025)

Policy ToolSupport TargetCase Example
IRA Tax CreditsCell/Module ProductionTesla Nevada: $420M
BRI Supply ChainAnode/ElectrolyteSyrah Graphite: $220M
Innovation CenterSolid-state BatteryArgonne Lab: $62.5M
Mineral ProcessingLi/Co/Ni RefiningLivent Lithium: $180M
ManufacturingGigafactory SupportGM/LG: $2.5B loan

📈 Strategic Results & Challenges

✅ Achieved:

  • Domestic battery capacity: 143GWh
  • Silicon anode commercialized
  • 8 processing facilities built

⚠️ Challenges:

  • Graphite dependency until 2027
  • Recycling rate below 15%
  • Materials price volatility

🎯 2030 Targets:

  • Production capacity: 380GWh/year
  • Import dependency reduced to 40%
  • Recycling rate increased to 50%