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# Why America Lost the Battery Manufacturing Race
- URL: https://adjacent.media/signals/why-america-lost-the-battery-manufacturing-race/
- Published: 2026-06-29T16:13:11.000Z
- Updated: 2026-06-29T16:13:11.000Z
- Description: The U.S. entered the 2020s without a dominant domestic battery maker at commercial scale, ceding manufacturing leadership in EV supply chains to China and Asia.
- Author: Jonathan Greene
- Tags: #signal, theme-connected, infrastructure, manufacturing, energy

Source: [Intercalationstation](https://intercalationstation.substack.com/p/a-short-film-why-america-lost-the)

The U.S. entered the 2020s without a dominant domestic battery maker at commercial scale, ceding manufacturing leadership in EV supply chains to China and Asia. The gap isn't technological—American labs produce innovations regularly—but operational: sustained capital, patient manufacturing infrastructure, and the supply chain density China built over a decade are absent. Without domestic battery production capacity, American automakers remain dependent on foreign suppliers for their electric transition, a constraint that affects industrial policy and trade leverage for years ahead.