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Jay Turner Profile picture
@_jay_turner
May 23, 2023 • 9 tweets • 4 min read • Read on X
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Since the IRA became law, my students and I have been tracking the response in the US #EV supply chain:

48 new projects 🏗️
$50B in planned investments 💵
37,000 potential jobs

A 🧵with 6 charts… Graphic showing post-IRA in...
Investments in the EV supply chain have continued to grow in the past month:

3 new projects
$3.8 billion in capital investment
2,218 new jobs

This includes new projects announced by GM Samsung, Anovion, and Rivian. 2/9 Graphic showing post-IRA in...
US EV manufacturing capacity is now on track for 5.4 million EVs per year in 2030, with more projects in the pipeline. Once preliminary plans are finalized, production levels could meet the Biden administration’s goal of 50% EV sales by 2030. 3/9 Graphic showing planned EV ...
Plans for battery mfg continue to surge, outpacing plans for EV mfg. US battery cell mfg capacity is now targeting 909 GWh by 2030, including 331 GWh of newly announced capacity since IRA. If each EV has 75 kWh battery pack, that is enough to support 12 million cars per year. 4/9 Graphic showing planned bat...
Upstream investments in mining and materials still lag investments in manufacturing.

Bad news: Jervois put a hold on cobalt mining in Idaho.

Good news: Tesla broke ground on lithium hydroxide refinery in Texas. 5/9

tesla.com/blog/tesla-lit…
Post-IRA capital investments in the EV supply chain is going to congressional districts represented by Republicans by a whopping six-to-one margin. That promises a lot of new jobs. 6/9 Graphic showing post-IRA ca...
The IRA is drawing significant investments from abroad, including joint investments with US-based companies, and direct investments led by companies such as Hyundai, LG, Samsung, SK based in Republic of Korea. 7/9 Graphic showing post-IRA ca...
We are inventorying projects, investments, target production and employment levels, and more.

Our dashboard tracks the growing US EV supply chain. It includes a link to request access to data set.

Let us know what you think and what we are missing. 8/9

charged-the-book.com/na-ev-supply-c… Screen shot of interactive ...
The IRA marks a historic shift in US investment in a clean energy transition.

For context, check out my book Charged.

Right now it is on sale through @UWAPress for $15 with free domestic shipping using sales code WARM23. 9/9 Cover of the book Charged: ...

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More from @_jay_turner

Jay Turner Profile picture
Nov 19
Inflation Reduction Act + 27 months

My students at @Wellesley and I are tracking investments in the US EV supply chain.

Surprise: IRA + 27 months and investments jumped.

We are now tracking:

157 new projects
$101 billion in investments
63,718 new jobs announced

A short 🧵 Infographic on investments in US EV supply chain since August 1, 2022. It shows 157 new projects, $101B in investment, and 63,718 jobs.
No doubt Trump’s election and the policy challenges ahead will slow or even reverse announcements. But over the past 30 days, we’ve seen:

7 newly announced projects
$1 billion more in planned investments
2,203 more new jobs announced
The biggest of these newly announced projects is Microporous’s $1.3B lithium-ion battery separator plant, which will employ up to 2015 people outside Danville, VA.

That means Virginia finally notched a spot on the Southeast’s Battery Belt.

businessnc.com/microporous-pi…
Read 10 tweets
Jay Turner Profile picture
Jul 17
Inflation Reduction Act + 23 months

My students at @Wellesley and I are tracking investments in the US electric vehicle supply chain.

Here is our post-I.R.A. tally for the US since 8/16/22:

121 new projects
$94.2B in planned investments
60,597 new jobs

A short🧵 1/9 Infographic showing post-Inflation Reduction Act investments in US EV supply chain, including 121 projects, $94.2 billion in new investments, and 60,597 new jobs.
The biggest announcement was $1.7 billion in federal grants to 11 facilities to support converting at-risk manufacturing facilities to EV production. 2/9

energy.gov/articles/biden…
The Inflation Reduction Act continues to draw investment from abroad to the United States, led by companies based in South Korea and Japan. 3/9 Infographic showing investments from abroad in US EV supply chain.
Read 9 tweets
Jay Turner Profile picture
Jun 18
Inflation Reduction Act + 22 months

My students at @Wellesley and I are tracking investments in the US electric vehicle supply chain.

Here is our post-I.R.A. tally for the US since 8/16/22:

107 new projects
$90.5B in planned investments
57,474 new jobs

A short🧵 Infographic showing investments in the US electric vehicle and battery supply chain since the Inflation Reduction Act became law on August 16, 2022. 107 new projects. $90.5 billion in investments. 57,474 new jobs.
The IRA is drawing investment to communities with lower than average income and higher unemployment.

50% of investment went to such communities pre-IRA.

Post-IRA, 69% of investment is going to areas w/ below average income and 65% is going to areas w/ higher unemployment. Chart showing census tract-level data on where capital investments in the EV supply chain have gone relative to median household income and unemployment levels. 69% of investments are going to communities with below average median household income. 65% are going to communities with higher unemployment levels.
These projects are creating opportunities for workers.

EV investments gave @UAW members at BlueBird’s GA bus factory the opportunity to negotiate a strong contract.

Read about it and the implications of IRA for organized labor in @Grist @mehta_gautama

grist.org/labor/blue-bir…
Read 10 tweets
Jay Turner Profile picture
May 20
Inflation Reduction Act + 21 months

My students at @Wellesley and I are tracking investments in the US electric vehicle supply chain.

Here is our post-I.R.A. tally for the US since 8/16/22:

105 new projects
$90.1B in planned investments
57,248 new jobs

A 🧵 US EV and battery supply chain investments since the Inflation Reduction Act became law on August 16, 2022. Tally includes 105 new projects, $90.1 billion in new investments, and 57,284 new jobs announced.
We are tracking $3.4 billion in newly announced investments in the last month.

Toyota announced a $1.4 billion investment in its Princeton, IN factory, for a 3-row EV, using batteries from its factory under construction in Liberty, NC.

pressroom.toyota.com/toyota-charges…
With that investment, Japan-based companies are now the biggest investors in the post-IRA US EV supply chain at $23.1 billion, edging out both the U.S. and South Korea based companies. Chart showing Japan-based companies leading investment in US EV supply chain post-IRA.
Read 17 tweets
Jay Turner Profile picture
Apr 17
Inflation Reduction Act + 20 months

My students at @Wellesley and I are tracking investments in the US electric vehicle supply chain.

Here is our post-I.R.A. tally for the US:

100 new projects
$86.7B in planned investments
56,399 new jobs

A short🧵 Update on US Electric Vehicle Supply Chain 20 months after the Inflation Reduction Act became law. Infographic reports 100 new projects, $86.7 billion in new investments, and 56,399 new jobs announced.
Battery manufacturing projects are drawing new investments in needed components.

Japanese company UBE announced a $500 million investment in a new factory employing 300 that will produce electrolyte materials in Louisiana. 2/9

thecooldown.com/green-business…
Orion SA has just started construction on a ~$130 million project in Texas (announced pre-IRA) to manufacture acetylene-based additives which improve lithium-ion battery performance. 3/9

investor.orioncarbons.com/financial-pres…
Read 9 tweets
Jay Turner Profile picture
Feb 20
Inflation Reduction Act + 18 months

Plans for the US EV supply chain are still expanding.

My students at @Wellesley and I are tracking it. Here is our post-I.R.A. tally for the US and some key trends:

91 new projects
$83.4B in planned investments
54,350 new jobs

A 🧵 1/14 Infographic showing investments in US EV supply chain since IRA became law on August 16, 2022.
Despite the media putting EVs in the slow lane, investments in the EV supply chain continue to expand. The fourth quarter of 2023 was the second biggest quarter for new capital investments since the IRA became law in August 2022. 2/14 Chart showing growth in investments in EV supply chain, with biggest jumps in Q3 2022 and Q4 2023.
In just the past month, we’ve added 11 new projects, $4.7B in planned investments, and 3,743 new jobs to our database.

Toyota expanded its plans for EV manufacturing in Kentucky. Hyundai is speeding up the of start manufacturing EVs in Georgia. 3/14

koreaherald.com/view.php?ud=20…
Read 14 tweets

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