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Visualizing China’s Dominance in Battery Manufacturing (2022-2027P)

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battery manufacturing capacity by country infographic

Visualizing China’s Dominance in Battery Manufacturing

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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.

Battery Manufacturing Capacity by Country in 2022

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

RankCountry2022 Battery Cell
Manufacturing Capacity, GWh
% of Total
#1 🇨🇳 China89377%
#2🇵🇱 Poland736%
#3🇺🇸 U.S.706%
#4🇭🇺 Hungary383%
#5🇩🇪 Germany313%
#6🇸🇪 Sweden161%
#7🇰🇷 South Korea151%
#8🇯🇵 Japan121%
#9🇫🇷 France61%
#10🇮🇳 India30.2%
🌍 Other71%
Total1,163100%

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.

Poland ranks second with less than one-tenth of China’s capacity. In addition, it hosts LG Energy Solution’s Wroclaw gigafactory, the largest of its kind in Europe and one of the largest in the world. Overall, European countries (including non-EU members) made up just 14% of global battery manufacturing capacity in 2022.

Although it lives in China’s shadow when it comes to batteries, the U.S. is also among the world’s lithium-ion powerhouses. As of 2022, it had eight major operational battery factories, concentrated in the Midwest and the South.

China’s Near-Monopoly Continues Through 2027

Global lithium-ion manufacturing capacity is projected to increase eightfold in the next five years. Here are the top 10 countries by projected battery production capacity in 2027:

RankCountry2027P Battery Cell
Manufacturing Capacity, GWh
% of Total
#1🇨🇳 China6,19769%
#2🇺🇸 U.S.90810%
#3🇩🇪 Germany5036%
#4🇭🇺 Hungary1942%
#5🇸🇪 Sweden1352%
#6🇵🇱 Poland1121%
#7🇨🇦 Canada1061%
#8🇪🇸 Spain981%
#9🇫🇷 France891%
#10 🇲🇽 Mexico801%
🌍 Other5236%
Total8,945100%

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.

Can Countries Cut Ties With China?

Regardless of the growth in North America and Europe, China’s dominance is unmatched.

Battery manufacturing is just one piece of the puzzle, albeit a major one. Most of the parts and metals that make up a battery—like battery-grade lithium, electrolytes, separators, cathodes, and anodes—are primarily made in China.

Therefore, combating China’s dominance will be expensive. According to Bloomberg, the U.S. and Europe will have to invest $87 billion and $102 billion, respectively, to meet domestic battery demand with fully local supply chains by 2030.

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Energy

Map: Oil and Gas Spills in the U.S. Since 2010

Oil and gas spills can be messy, but where are they most likely to occur? This graphic looks at oil and gas spills in the U.S. since 2010.

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Mapped: Oil and Gas Spills in the U.S. Since 2010

The recent energy crisis has highlighted the integral role that hydrocarbons play in fueling the modern world, but these fossil fuels still come with their fair share of downsides.

Aside from the obvious climate impact they bring, one other downside in particular is spills, which can lead to ecological and economic damage. These can happen due to pipeline leaks, train derailments, or other industrial disasters.

This graphic from Preyash Shah provides a visual overview of every oil and gas spill in the contiguous U.S. since 2010. Data is tracked by the U.S. government’s Pipeline and Hazardous Materials Safety Administration (PHMSA).

U.S. Oil and Gas Spills (2010‒2022)

The majority of spills that have occurred come mostly from crude oil, followed by petroleum products and gas. Note that this data covers the quantity of spills and not damages or volume.

Spills by Product TypePortion of all U.S. Spills
Crude oil51%
Petroleum products32%
Diesel14%
Gasoline13%
Others5%
Highly volatile liquids & flammable gas16%
Liquefied petroleum gas / natural gas liquids8%
Other highly volatile liquids6%
Anhydrous ammonia2%
Others3%
Carbon dioxide2%
Biofuel1%
Data figures add to 102% due to rounding errors, bolded figures represent the sum of subcategories

Crude oil, which makes up just over half of documented spills, is also one of the most costly. Contaminations can persist for years after a spill, and its impact on local mammals and waterfowl is particularly harsh.

This has been the case with the Deepwater Horizon spill (also known as the “BP oil spill”), which experts say is still causing harm in the Gulf of Mexico.

Other products with lots of spills include petroleum products such as diesel or gasoline, as well as liquefied natural gas or other volatile liquids. Interestingly, liquefied carbon dioxide can also be transported in pipelines, commonly used for carbon capture storage, but requires high pressure to maintain its state.

When looking at the location of spills, it’s clear that the South Central states have experienced the highest number of disasters. In contrast, the West Coast has had substantially less activity. However, this makes much more sense when looking at the dominant oil producing states, where Texas and surrounding neighbors reign supreme.

RankStateOil & Gas Spills (2010-2022)
1Texas1936
2Oklahoma407
3Louisiana297
4California253
5Kansas208
6Illinois181
7Wyoming155
8New Jersey128
9New Mexico114
10North Dakota98
11Indiana93
12Minnesota83
13Ohio82
14Pennsylvania71
15Iowa66
16Missouri65
17Michigan56
18Colorado55
19Mississippi53
20Montana46
21Wisconsin42
22Alabama36
23Arkansas33
24Newbraska31
25Georgia28
26Virginia27
27North Carolina24
28Kentucky21
29South Carolina19
30Alaska16
30New York16
32Tennessee15
33South Dakota14
33Washington14
35Florida13
36Maryland11
37Utah9
38Idaho8
38Oregon8
40Hawaii7
41West Virginia6
42Massachesueuts3
43Conneticut2
43Maine2
43Nevada2
43Puerto Rico2
47Arizona0
47Delaware0
47New Hampshire0
47Vermont0

Of the 4,901 spills during this period, Texas accounts for 1,936 or roughly 40% of all oil and gas spills. This is followed by Oklahoma, which has had 407 spills and is one of the largest net exporters of oil and gas in the country.

What Causes Spills?

Oil and gas spills actually have a surprisingly long history, with one of the earliest dating back to 1889, when a spill was reported on the coast between Los Angeles and San Diego.

Causes have consisted primarily of weather, natural disasters, equipment and technological malfunction, as well as human error.

However, they only became a widespread problem around the halfway mark of the 20th century, when petroleum extraction and production really began to take off. This era also saw the emergence of supertankers, which can transport half a million tons of oil but therefore make the risk of spills even costlier.

In fact, the biggest spill off U.S. waters after the Deepwater Horizon disaster is the 1989 Exxon Valdez spill in Alaska, when a tanker crashed into a reef and 11 million gallons of oil spilled into the Pacific Ocean.

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