August 2nd, 2024

Why did the U.S. miss the battery revolution?

The U.S. has lagged in battery technology despite its importance for electric energy transition, allowing China to dominate manufacturing and innovation, resulting in significant challenges for U.S. competitiveness.

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Why did the U.S. miss the battery revolution?

The U.S. has historically been at the forefront of technological revolutions, but it has notably lagged in the battery revolution, which is crucial for the transition from combustion to electric energy. Despite early awareness of battery technology's potential, the U.S. government and media failed to prioritize it as they did with other technologies like computers, space exploration, and solar power. Key advancements in battery technology were largely made by researchers in Japan and the UK, with significant commercialization occurring in those countries. While the Obama administration supported some battery initiatives, there was no comprehensive government push akin to those for other technologies.

China has emerged as a leader in battery manufacturing and innovation, controlling supply chains and driving rapid advancements. This dominance allows for cheaper inputs and faster iterations in battery technology. The U.S. missed opportunities to leverage its strengths in related industries, such as consumer electronics and electric vehicles, to steer battery innovation. Various hypotheses suggest that supply chain control, political opposition, and a lack of cultural enthusiasm for batteries contributed to this oversight. Unlike solar power, which has received sustained attention, batteries have not captured the same level of public and governmental interest, leading to a significant gap in technological leadership. As a result, the U.S. now faces challenges in competing with China's advancements in battery technology, which could have been mitigated with earlier recognition and support for this transformative field.

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Why did the U.S. miss the battery revolution?

Why did the U.S. miss the battery revolution?

The U.S. has lagged in battery technology, with China leading in manufacturing and innovation. Factors include supply chain issues and political opposition, resulting in missed opportunities for energy transition.

Link Icon 8 comments
By @vel0city - 6 months
They're also missing one key element of why China really wants to electrify large things like cars and busses while the US and Europe don't seem to have as much drive: domestic (or very friendly) oil production capacity.

China has almost no oil capacity on their own. They can get oil from Russia through massively long pipelines, but a large amount of their oil imports are through ocean trade routes through narrow straights and contested waterways. The US just doesn't have the same level of concern.

Also, they kind of lightly touch on it, but the IP boondoggle surrounding high capacity NiMH batteries in the 00's, the US Auto Battery Consortium constantly trying to kill electric cars, the IP issues for LFP batteries (that seem like China just ignored), there's a lot of legal barries that slowed things down domestically.

As for battery technology, the US has still been decently competitive. LFP batteries were invented by Dr. Goodenough and Dr. Manthiram at the University of Texas after all. Material Science research is still a big thing in the US.

By @bryanlarsen - 6 months
My mention of patents? LFP batteries were under patent protection until 2022, but "developing" countries got to use the patents royalty free. So China got a massive head start because the patent royalties made LFP batteries uncompetitive outside of China.

Patents are a huge weight around the neck of American companies that China can ignore at will.

By @jmclnx - 6 months
Simple, Oil Industry Bribes (or Political Contributions). That is why.
By @jncfhnb - 6 months
Author seems oddly fixated on high density batteries with huge outputs. Imo the important changes to society are just the ones that are slow and big and cheap
By @mensetmanusman - 6 months
Most every breakthrough gets invented in the US, but there is no realization by the government that supporting the manufacturing of these requires effort, and the free market will take advantage of environmental/osha arbitrage and build new things where there are fewer worker/environment protections.

New manufacturing investments are 1:100th that of APEC countries.

By @idunnoman1222 - 6 months
What is this talking about? Tesla makes the most advanced batteries.