Directory profiles · Battery Business Directory
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North America Battery Industry Consolidating and Re-Tooling for LFP Over the last couple of years, US EV demand has underwhelmed compared to the automotive and battery industries’ expectations. Now, combined with US policy changes, this is exacerbating an overcapacity situation for NMC/A batteries in the country. US Tier 1 battery producers reported declined revenue and profitability remains low even with the 45X production tax credits. OEMs remain cautious about battery procurement and keep cutting their order plans due to the end of the 30D EV tax credit. Manufacturers have responded by recalibrating their investments. Out of Tier 1 capacity:
Source: Content & analysis provided by CRU Group (Distinguished Partner). For more information, visit crugroup.com Capacity pipeline is from company announcements as of December 2025.
195 GWh of NMC capacity has been cancelled or suspended 109 GWh of joint venture capacity has been transferred to other OEMs or acquired by the battery manufacturer or automaker 190 GWh has been reallocated to LFP production
Extracted from the PDF; charts and images may read imperfectly.
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