Tesla outlined various new supply chain strategies during its recent Battery Day event, including plans to build its own battery cathode manufacturing plant in North America, with company executive Andrew Baglino citing the potential for savings and environmental stewardship. An August 25th Senate Special Committee Report states “a national commitment to responsible mining, reclamation, and recycling within the United States can provide supply chain security, create jobs, and support American industry and leadership while protecting the environment.”


https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/us-relevance-in-battery-supply-chain-may-hinge-on-2020-election-60493556