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Jay Turner Profile picture
Jay Turner
@_jay_turner
Historian of US envt'l politics and policy. Charged: A History of Batteries and Lessons for a Clean Energy Future (2022). @Wellesley @jayturner.bsky.social
Nov 19 • 10 tweets • 4 min read
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
Jul 17 • 9 tweets • 4 min read
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…
Jun 18 • 10 tweets • 4 min read
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.
May 20 • 17 tweets • 6 min read
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…
Apr 17 • 9 tweets • 4 min read
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…
Feb 20 • 14 tweets • 6 min read
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.
Nov 17, 2023 • 9 tweets • 4 min read
Inflation Reduction Act + 15 months

Things really haven’t slowed down. A month of big news for the US #EV supply chain.

My students at @Wellesley and I are tracking it. Here is our post-I.R.A. tally:

77 new projects
$79.6B in planned investments
48,605 new jobs

A short🧵 1/9 Image Despite recent headlines about slow EV sales and projects on pause, companies continue to make big plans for the domestic EV supply chain.

In October, five projects were announced or expanded, adding up to $16 billion in new investments and 4,800 new jobs. 2/9 Image
Nov 6, 2023 • 13 tweets • 4 min read
The clean energy transition is going to require more critical minerals. That comes with geopolitical risks.

China made this clear with new export controls on graphite.

I make the case for what this means and what can be done in @nytopinion. A short 🧵

nytimes.com/2023/11/06/opi… Right now, China plays an outsize role in critical minerals important to technologies such as lithium-ion batteries, solar panels, and wind turbines.

In the case of lithium-ion batteries manufacturing, consider these stats from @benchmarkmin.


China's lithium ion battery supply chain dominance from Benchmark Intelligence.
Oct 17, 2023 • 8 tweets • 4 min read
Inflation Reduction Act + 14 months

My students at @Wellesley and I are still tracking the #EV supply chain. Here is what has happened in the 14 months since IRA became law:

72 new projects
$65.5B in planned investments
44,955 new jobs

A short thread w/ key trends. 1/8 Infographic of US EV investments since Inflation Reduction Act became law. 72 new projects, $65.5 billion in investments, 44,955 new jobs. We project USA and Canada will have the capacity to mfg 6 million EVs and 1365 GWh of batteries annually in 2030.

That is enough battery capacity for 14 million cars per year at 100 kWh per vehicle. Overcapacity in EV batteries is a risk. 2/8 Infographic with projected EV and battery manufacturing in 2030 for US and Canada. 5.18 million EVs and 1025 GWh of batteries in US. .28 million EVs and 170 GWh batteries Canada.
Aug 23, 2023 • 11 tweets • 4 min read
IRA + 1 year

Since the Inflation Reduction Act became law, my students and I have been tracking how the US #EV supply chain has responded:

65 new projects
$53.4B in planned investments
38,183 projected new jobs

Here are the big trends we see at year 1: Image With post-IRA investments, total US EV battery cell production will hit 931 GWh per year in 2030. Including Canada and Mexico bumps that up to 1071 GWh per year in 2030. Image
Jun 13, 2023 • 9 tweets • 4 min read
Our local gas utility did something exciting yesterday. It broke ground on a community geothermal network.

Instead of selling natural gas for heating, @EversourceMA is piloting a new role for utilities in advancing a low-carbon future.

A few reasons this is so exciting: 1. The cost for geothermal is high, but this strategy allows the utility to shoulder the upfront costs and then charge customers for access to the #geogrid network. It is an approach that has the potential to make geothermal accessible to everyone.
May 23, 2023 • 9 tweets • 4 min read
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...
Mar 22, 2023 • 5 tweets • 3 min read
IRA + 7 months

What’s happened in the US EV supply chain since IRA passed? My students and I are tracking it:

36 major new projects announced
30,000 estimated jobs
$40 billion in announced capital investment 🏗️

Here is what is new since last month. A short 🧵 1/5 Infographic showing post-IRA investments in US EV supply cha VW announced plans for Scout EV factory in South Carolina. $2 billion. 4,000 jobs. 200k EVs / year.

governor.sc.gov/news/2023-03/s…

US EV manufacturing capacity is projected to exceed 4.5 million EVs per year by 2030. 2/5 US Projected Battery Cell Manufacturing Capacity
Feb 22, 2023 • 8 tweets • 3 min read
Since the IRA become law, we’ve been tracking how the US #EV supply chain has responded.

My students and I have inventoried publicly announced projects, capital investment, target production and employment levels, and more.

Here is what we’ve learned so far in 8 charts. 1/8 Not surprisingly, the IRA has accelerated investments in the domestic EV supply chain. More than 25 major new projects add up to a potential $32 billion in capital investment and 20,000 new jobs. 2/8 Image