Component
EV powertrain
Electric drive: BLDC motor plus an NMC pack and copper interconnect.
Criticality
High
Unit cost
$8K
Quality
88 / 100
US completeness
30.0
Made in US
1,500,000 units
Current demand
5,000,000 units
US exports
120,000 units
Opportunity score
71.0
Domestic vs international supply
Planned US investment, next 5 years
$8B
Expected extra output: 800,000 units per year