The world’s capacity to manufacture batteries by country

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With the world gearing up for the electric vehicle era, battery manufacturing has become a priority for many nations, including the United States.

However, having entered the race for batteries early, China is far and away in the lead.

Using the data and projections behind BloombergNEF’s lithium-ion supply chain rankings, this infographic visualizes battery manufacturing capacity by country in 2022 and 2027p, highlighting the extent of China’s battery dominance.

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In 2022, China had more battery production capacity than the rest of the world combined.

Columns are:
Rank
Country
2022 Battery Cell Manufacturing Capacity, GWh
% of Total

#1 ???? China 893 77%
#2 ???? Poland 73 6%
#3 ???? U.S. 70 6%
#4 ???? Hungary 38 3%
#5 ???? Germany 31 3%
#6 ???? Sweden 16 1%
#7 ???? South Korea 15 1%
#8 ???? Japan 12 1%
#9 ???? France 6 1%
#10 ???? India 3 0.2%
?? Other 7 1%
Total 1,163 100%

With nearly 900 gigawatt-hours of manufacturing capacity or 77% of the global total, China is home to six of the world’s 10 biggest battery makers. Behind China’s battery dominance is its vertical integration across the rest of the EV supply chain, from mining the metals to producing the EVs. It’s also the largest EV market, accounting for 52% of global sales in 2021.

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China’s well-established advantage is set to continue through 2027, with 69% of the world’s battery manufacturing capacity.

Meanwhile, the U.S. is projected to increase its capacity by more than 10-fold in the next five years. EV tax credits in the Inflation Reduction Act are likely to incentivize battery manufacturing by rewarding EVs made with domestic materials. Alongside Ford and General Motors, Asian companies including Toyota, SK Innovation, and LG Energy Solution have all announced investments in U.S. battery manufacturing in recent months.

Europe will host six of the projected top 10 countries for battery production in 2027. Europe’s current and future battery plants come from a mix of domestic and foreign firms, including Germany’s Volkswagen, China’s CATL, and South Korea’s SK Innovation.

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