Component
NMC battery
Nickel-manganese-cobalt lithium-ion cell. Higher energy density than LFP; cathode metals are mostly imported.
Criticality
Critical
Unit cost
$38
Quality
88 / 100
US completeness
1.7
Made in US
2,000,000 units
Current demand
200,000,000 units
US exports
160,000 units
Opportunity score
98.7
Domestic vs international supply
Planned US investment, next 5 years
$7B
Expected extra output: 46,000,000 units per year
Requires
NMC cathode
Graphite anode
Electrolyte
Separator film
Aluminum