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TheBatteryReport2022
January15,2023
Revision:2023040501
VoltaFoundation
Introduction
VoltaFoundation
“Thebatteryisthetechnologyofourtime.”-TheEconomist
Inthisannualreport,wesummarizewhatweconsidertobethemostsigni?cantdevelopmentsinthebatteryindustryin2022.Thisreportseekstoprovideacomprehensiveandaccessibleoverviewofthecurrentstateofbattery
research,industry,talent,andpolicy.Wehopetocatalyzein-depthconversationsonthestateofbatteriesandtrajectoryforthefuture.
Weconsiderthefollowingkeydimensionsinourreport:
Section1:Industry
Commercialmilestonesinbatterydevelopmentandmanufacturing
Section2:Research
Academicbreakthroughsinfundamentalbatteryscience
Section3:Talent
Supply,demand,andinsightsontalentworkinginthe?eld
Section4:Policy
Governmenttargets,incentives,regulations,andtheirimplications
Section5:Predictions
Trendswebelievearelikelytohappeninthenext12months
Aprojectbythe
VoltaFoundation
Disclaimer:Theviewsexpressedhereinaresolelythoseoftheauthors,andhavenotbeenreviewedorapprovedbyanyotherorganization,agency,employerorcompany.Theprimary
purposeofthisworkistoeducateandinform.TheContentisforentertainmentandinformationalpurposesonlyandyoushouldnotconstrueanysuchinformationasinvestment,?nancial,orotheradvice.Dataandinformationisfrompubliclyavailablesourcesandoftenself-reportedbythecompanies.Theauthorsdeclarenocon?ictsofinterestinproducingthisreport.
2
Introduction
VoltaFoundation
TheBatteryReportisaprojectby
volta.foundation
SponsortheBatteryReport
3
MembersandPartners
VoltaFoundation
Ourmembersandpartners
Gridmatic
BECKHOFF
outliers
VOLTMIQ
4
VoltaFoundation
Section1
Industry
5
Investments
CellChemistry
Development
NotableEvents
Technology
Applications
Costs
Safety/Legal
Recycling
Manufacturing
Industry:Outline
VoltaFoundation
Industry|Overview
2022markedayearofaccelerationinthegrowthoftheglobalbatteryindustry-wideradoptionofEVscontinuedtodriveincreasingdemandforbatteryrawmaterialsandmanufacturingcapacity.Inspiteofmacroeconomicheadwinds,theindustrygrewto$48.4Bandcapitalraisedincreasedfrom$33Bin2021to$39Bin2022.Beyondcommercialdevelopments,policymakersgloballyhaveturnedtheirattentiontowardsnationalizatione?orts,examples
include:theUSIn?ationReductionAct(IRA)withanepocal$369Binfundingforcleanenergyandclimateincentives,Europeanpolicy,Indianincentives,nationschoosingtokeepcriticalrawmaterialsin-house,andEastAsiancountriesmaneuveringtomaintainitsincumbency.
Intermsofchallenges,publiclytradedEV,batteryproducts,andbatterymaterialscompanieshaveunderperformedthebroadermarketin2022.Batterypricesincreasedforthe?rsttimein20yearsby7%year-on-yearto$138/kWhatthepacklevel,pushingbacktheanticipatedtimelineforEVstoreachcost-paritywithICEvehiclesto2026.Manufacturingchallengesrelatedtoyieldandramprates,complicatedbyshortagesinequipment,rawmaterials,personnel,andmanufacturingknow-howhaveallengenderedsoberingmomentsofre?ection.Anumberofsafetyandreliabilityincidents,alongwith
theaforementionedobstacleshaveslowedcommercializatione?ortsanddepletedcashreserves.
Evolutionsincellchemistrieshaveshiftedtheindustry’sfocus,primeexamplesincludetheshifttoLFPandtheuseofhighersiliconcontentinanodes,whilecathodeoptimizationandotherenablingtechnologiescontinuetobethefocusforcommercialR&Dandentrepreneurialenergyinthespace.
IndustryPlayers
&Movement
SupplyChain
6
Week3
Week2
Week4
Industry:NotableEvents
VoltaFoundation
2022NotableEvents
January2022
panasonic
Northvolt
assemblesthevery
?rstLi-ionbattery
cellinSweden
gigafactory.
QuantumScapeannounces
collaborationwithFluence
stationarystorageon
solid-statelithiummetal
batteries.
GMandLGEnergySolution
invest$2.6billiontobuildthird
UltiumCellmanufacturingplant
inLansing,MI.
LGChemwillinvest$419
millionby2025in
cathodematerialplantin
Gumi,SouthKorea.
Panasonicwilluse
Redwood’srecycled
materialsinbatterycell
productionatTesla
Gigafactory.
FactorialEnergyraises$200
milliontoaccelerate
commercializationofits
solid-statebatteries,roundled
byMercedes-Benzand
Stellantis.
Week1
CATL
VOLTNIQ
CATLlaunches
batteryswap
serviceEVOGOfor
electriccars.
StoreDotclosesSeriesD
fundingroundof$80
million,ledbyVietnam
OEMVinFast.
Volvolaunches
batteryelectrictruck,
VNRwith275miles
rangeandfast
charging.
Hondasignsajoint
development
ProLogiumandMercedes-Benz
enterintoatechnologycooperation
agreementtodevelopsolid-state
batterycellsforelectricvehicles.
Voltaiq,Batemo,and
agreementwithSES
intheareaofLimetal
batteries.
EnergyAssurancerelease
the?rstindependent
batteryindex.
7
Week3
Week2
Week1
Industry:NotableEvents
VoltaFoundation
2022NotableEvents
February2022
sunrun
FordMotorpartnerswith
SunrunonEVcharging,
homeenergy
managementsolutions.
Addionicsraises
$27millionSeriesA
roundtoscaleup
3Delectrodes.
DOElaunches$140millionprogramtodevelop
America’s?rst-of-a-kind
criticalmineralsre?nery.
SESKoreabuildsa
pre-productionfacilityin
SouthKoreatoaccelerate
A-samplejointdevelopment
withGM,Hyundai,and
TheUSDepartmentofTransportationand
DepartmentofEnergyannouncenearly
$5billionearmarkedforanational
electricvehiclechargingnetwork.
Honda.
Week4
ZetaEnergycloses$23
millioninSeriesA
fundingforitsadvanced
lithiumsulfurbattery
technology.
AustraliaLiontown
signsa5-yearsupply
dealwithTeslato
supplylithium
spodumene
LGEnergySolutionacquires
100%shareofNECEnergy
Solutions,anon-automotive
lithium-ionbatteryand
QuantumScapeexpandsto
Asia-Paci?cregionwithnew
R&DcenterinJapan.
RivianandSDIdrop
talksoverjointventure.
Eurocellplanstobuild
its?rstEuropean
gigafactory.
systemintegrationbusiness.
concentrate.
8
Week1
Week2
Week4
Industry:NotableEvents
VoltaFoundation
2022NotableEvents
March2022
SONY
OlaElectric
announcesplansto
buildgigafactorywith
50GWhcapacityin
India.
StellaintsandLGEnergy
Solutiontoinvest$5
billionCADinJVfor
batteryproductionin
Canada.
SuzukiMotortoinvest
$1.3billionforEVand
batteryproductionin
India.
SonyandHondapairup
todevelopandsell
batteryelectricvehicles.
AscendElementsandSK
BatteryAmericaannounce
planstoworktogetherto
recyclemanufacturingscrap
Mercedes-Benzannounces
new2,500-tonbattery
materialrecyclingplantin
Kuppenheim,south
Germany.
Week3
panasonic
LGEnergySolution
SouthKoreansteelmaker
Poscoinvests$4billionin
newlithiumminingprojectin
Argentina.
invests$2billiontobuildits?rst
AmericancylindricalcellplantinQueenCreek,AZwitha
SamsungSDIbegins
constructionof
solid-statepilotlinein
Suwon,Korea.
Panasonicannounces
planstobuildanother
batterycellfactoryin
theUStosupply
Northvoltannounces
itsthirdgigafactoryto
beestablishedin
GMandPOSCOto
build$400million
factoryinCanadato
producecathode
activematerials.
Germany.
capacityof11GWh.
Tesla.
9
Week3
Week2
Week4
Industry:NotableEvents
VoltaFoundation
2022NotableEvents
April2022
9090o
Taiwanesebattery
swappingcompany
GogorolaunchesIPO.
talga
LGChemandLGEnergy
South8Technologiesraises$12
milliontocommercializenext
generationelectrolytesforhigh
performancelithium-ion
batteries.
Solutionannouncestrategic
partnershipwithLi-Cycleas
theirpreferredlithium-ion
batteryrecyclerinNorth
America
UmicoreandAutomotive
CellsCompany(ACC)signa
long-termsupplyagreementforEVcathodematerialsin
Europe
GMandHonda
announceplansto
co-developa?ordable
EVs.
Europe’s?rstLi-ion
batteryanodeplant
Talgacommissioned
andoperatingin
Sweden.
Week1
CATL
VinFasttoinvests$2
billiontobu
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