> put that all together and we sure as shit can't make batteries.
US is a second largest battery maker
US is a second largest battery maker
"Third, between Poland and Hungary" would be fine if we were talking about production of goulash, or words with too many consonants, but we are talking about batteries, which are now a critical part of energy infrastructure and daily life.
Also, the US battery production is almost exclusively Tesla, which is actually Panasonic, using a process that has still not been Americanized, using Japanese equipment, the most critical of which "in an area not accessible to non-Panasonic employees." It is also behind China on cost. Oh, and did I mention it is government-subsidized to a hilarious degree? In other words, it's a joke.
The subsidies aren't the problem here. The problem is that they are uncompetitive islands of foreign technology that lead nowhere, and they are _more expensive even after being heavily subsidized_.
The cognitive dissonance between these threads and the ones where local law and taxes are an insult to their right to free trade is amazing.
I’m also not sure what you found derogatory in my comment, and I don’t understand what you’re getting at about local laws and taxes and how that would be relevant here.
But I believe the US surpassed the EU this year with the GM/LG's Ultium 2 factory. I have no doubt in my mind that the US battery manufacturing will become more competitive as they scale up and commoditize: GM for instance reported a 45% decline in battery cell cost YoY in 3Q 2023; followed by a sequential quarterly drop of $30/cell from the 1st 2024. With AMPC ($35/KWh), GM's per cell costs drops close to $80/KWh and is expected to fall further -- below $70/KWh in a couple of years.
Panasonic (NV): 40 GWh
Tesla (4680) : 9+?? GWh
GM/LG Ultium 1: 45 GWh (2022)
GM/LG Ultium 2: 45 GWh (2024)
SK Georgia : 21 GWh (2021)LG should be mass-producing 4680's by now (and dry battery electrode by 2027). Panasonic is still working on 4680. Maybe soon, but dunno when.