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Michigan is Becoming the Center of US Battery Manufacturing (techcrunch.com) 41

Michigan, long the automotive manufacturing capital of the United States, is now getting pumped with investment both publicly and privately to build out a series of battery manufacturing plants that will power the wave of electric vehicles coming to market. From a report: The demand for domestically produced batteries has reached new peaks after the passage of the Inflation Reduction Act (IRA), which includes consumer tax incentives for buying EVs with battery material produced in the United States. Battery makers are rushing to grab available land and start production on factories to meet that demand, shore up their own supply chains and qualify for incentives laid out in the IRA.

Battery factory announcements and automaker-cell manufacturer joint ventures have become commonplace in 2021 and 2022 -- particularly in Michigan, Tennessee and other Southeastern states. And they don't appear to be slowing down. Michigan gained two more projects this week. Chinese battery maker Gotion announced a $2.36 billion investment to build a battery component facility in Big Rapids that promises 2,350 jobs. The state of Michigan also saw a $1.6 billion investment from Our Next Energy (ONE), an electric car battery startup helmed by former leaders of Apple's secretive car project, to build a battery factory in Van Buren Township that aims to create enough cells for about 200,000 EVs annually.

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Michigan is Becoming the Center of US Battery Manufacturing

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  • by Teun ( 17872 ) on Friday October 07, 2022 @12:18PM (#62947053)
    Nice to have US manufactured batteries instead of all Chinese.
    And where are the components or ingredients coming from?

    But are they better or at least as good?
    kW/$.
    • And where are the components or ingredients coming from?

      The requirements will change with time. Initially the only requirement is that final assembly of the car has to take place in North America. (The DOE has a helpful list [energy.gov] of which models qualify.) Then they'll add two requirements for the battery: one for where the raw materials were sourced and one for where the components were manufactured. Each of those contributes half the credit, so a car that satisfies only one will still get a partial rebate. Initially, at least 40% of the raw materials and 50% of

  • What about Nevada? (Score:5, Interesting)

    by elliott666 ( 447115 ) on Friday October 07, 2022 @12:31PM (#62947079)

    The article says at full capacity they will produce around 20GWh annually. Currently Nevada's producing over 43 GWh annually. They also go on to say that they will eventually provide enough for 200,000 vehicles, a number that's slightly over half of what Tesla's producing quarterly.

    A headline like "Michigan is Becoming the Center of US Battery Manufacturing" seems pretty overly optimistic. Maybe "Michigan is Becoming a player in US Battery Manufacturing" wouldn't get as many clicks.

    • by Anonymous Coward

      A headline like...

      Elections. Whitmere is buying headlines. Huge ad buys on Youtube as well.

      Not like she needs to. I can't even name the (R) candidate and I live here.

    • by tomhath ( 637240 )

      The article says at full capacity they will produce around 20GWh annually.

      Reread the article. The 200K vehicle number only applies to the smaller of the two plants under construction.

  • by oldgraybeard ( 2939809 ) on Friday October 07, 2022 @12:38PM (#62947091)
    When we see if Michigan is much of a battery manufacturing state. Much of government spending is political pork that just disappears.
    • by groobly ( 6155920 ) on Friday October 07, 2022 @12:46PM (#62947113)

      I remember in the 80s when Michigan was going to be the next big manufacturing state for industrial robots. Same story, new actors.

    • Re: (Score:3, Informative)

      When we see if Michigan is much of a battery manufacturing state. Much of government spending is political pork that just disappears.

      Does nobody actually read even the OP? Here, I'll highlight it for you:

      The demand for domestically produced batteries has reached new peaks after the passage of the Inflation Reduction Act (IRA), which includes consumer tax incentives for buying EVs with battery material produced in the United States. Battery makers are rushing to grab available land and start production on factories to meet that demand, shore up their own supply chains and qualify for incentives laid out in the IRA.

      There's no "govern

      • by drinkypoo ( 153816 ) <drink@hyperlogos.org> on Friday October 07, 2022 @02:00PM (#62947367) Homepage Journal

        There's no "government spending". This is private for-profit companies making the informed decision that Michigan is now a very good place to be creating batteries instead of China.

        The "government spending" is in the form of tax breaks for people who buy EVs made with these batteries. It's not being given to these companies, but they weren't building these factories without the tax breaks occurring either. It's definitely caused by government spending.

        • It's definitely caused by government spending.

          And that was the point of my original response, long since downmodded to oblivion. In this case at least, targeted government spending == economic benefit and jobs created.

    • by Teun ( 17872 )
      Ha, yes Michigan is a major producer of hogs :)
  • Nice to see more Chinese investment in the US. They will bring jobs and pay taxes. They may try to spy on our industry- just as we do to them. Big companies who invest around the world help to assure peace. They can often override government's isolation choices. Nobody wants to bomb a city where they have a heavy investment of land, buildings, equipment and personnel. The more we integrate, the less chance of war. Unfortunately we have broken ties with Russia and some others, and withdrawn our business interests. They have few commercial ties to the rest of the world; nothing to lose by aggressive action.

    • after their promises of building a $10B LCD manufacturing facility fell through. I could see China using promised investments to actually reduce the US capability to make batteries. Promise a huge new factory, competitors back off from the competition, then don't build the factory, and China wins. Maybe the Foxcon experiment will make others more cautious. Make the concessions contingent on results rather than handing out money up front.
  • by Eunomion ( 8640039 ) on Friday October 07, 2022 @01:34PM (#62947279)
    It takes so little effort to build a specious argument around cherry-picked facts, and Tech Crunch couldn't even be bothered with that.
  • The metals for EV batteries (lithium, cobalt, nickel) and photovoltaic cells (Not much really) and magnets are usually situated in areas of conflict. Mining them from space has the advantage that, well, no cartels, and no one cares about strip mining in space. Refining may be a bit too much for now, but concentrating them short of that has the advantage of free solar power, no clouds, and no day/night cycles. Be cool if we could "sputter" some von Neumann nanies to do that. Far fetched for now, but so were

    • If you can't do the refining in space you have to manage an awful lot of mass. I think you really have to do at least most of it up there.

      • I believe (but I'm not sure where I read it now, it's been decades) that many asteroids are quite high in the ore content. Concentration of ore is already largely automated, going the last few steps ought not be that difficult. Ore concentration as opposed to ore refining. Different things. Copper I think is the most commonly concentrated at or near where it's mined.

    • Except lithium, the largest single component is not produced in conflict ares, Australia is the biggest producer for a start.
      https://investingnews.com/dail... [investingnews.com]

    • The ores are not located in areas of conflict, these ores are very common but with environmental protection laws as they are in the developed world nobody can afford to open mines in any place but developing nations where environmental laws are lacking.

      An example of this are rare earth elements, or REE. There's some very good existing mines for REE in the USA but nearly all of them were forced to close over issues of naturally occurring radioactive materials, or NORM. NORM would be things like uranium, th

  • ...while complely ignoring there are zero NIMBY issues in space.... ...AND ignoring no, we have not solved climate change.

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