Supply Chain for EV Batteries: 2020 Trade and Value-added Update
28 Pages Posted: 14 Feb 2022
Date Written: January 2021
Abstract
Electric vehicles (EVs) continue to be a growing part of the passenger vehicle industry, and EV batteries remain the key determinant of both the range and cost of the vehicle. This paper expands on the authors’ prior work in 2018 by exploring recent changes in the EV supply chain and EV demand, describing and explaining newly available trade data which separates EVs from motor vehicles with internal combustion engines, and providing an updated estimation of the value-added to EV batteries for EVs sold in the United States.
Suggested Citation: Suggested Citation
Horowitz, Jeff and Coffin, David and Taylor, Brennan, Supply Chain for EV Batteries: 2020 Trade and Value-added Update (January 2021). Available at SSRN: https://ssrn.com/abstract=3980828 or http://dx.doi.org/10.2139/ssrn.3980828
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