It all started with a bang…the big bang!
The explosive power of hydrogen fueled a chain reaction that led to the world we have today.
Now this power is being deployed on Earth to supply the energy needs of tomorrow.
Visualizing the Power of Hydrogen
Today’s infographic comes to us from the Canadian Hydrogen and Fuel Cell Association, and it outlines how hydrogen and fuel cell technology is harnessing the power of the universe to potentially fuel an energy revolution.
What is Hydrogen, and How’s it Used?
With one proton and one electron, hydrogen sits at the very beginning of the periodic table.
Despite hydrogen being the most common molecule in the universe, it is rarely found in its elemental state here on Earth. In fact, almost all hydrogen on the planet is bonded to other elements and can only be released via chemical processes such as steam reforming or electrolysis.
There are five ways hydrogen is being used today:
- Building heat and power
- Energy storage and power generation
- Industry energy
- Industry feedstock
However, what really unleashes the power of hydrogen is fuel cell technology. A fuel cell converts the chemical power of hydrogen into electrical power.
Hydrogen Unleashed: The Fuel Cell
In the early 1960’s, NASA first deployed fuel cells to power the electrical components of the Gemini and Apollo space capsules. Since then, this technology has been deployed in everything from the vehicle you drive, the train you take, and how your favorite products are delivered to your doorstep.
Nations around the world are committing to build hydrogen fueling stations to meet the growth in adoption of fuel cell technology for transportation.
Hydrogen: A Green Energy Solution
Hydrogen fuel and fuel cell technology delivers green solutions in seven ways.
- Decarbonizing industrial energy use
- Acting as a buffer to increase energy system resilience
- Enabling large-scale renewable energy integration and power generation
- Decarbonizing transportation
- Decarbonizing building heat and power
- Distribution energy across sectors and regions
- Providing clean feedstock for industry
According to a recent report by McKinsey, hydrogen and fuel cell technology has the potential to remove six gigatons of carbon dioxide emissions and employ more than 30 million people by 2050, all while creating a $2.5-trillion market.
This is technology that can be deployed today, with the potential to transform how we live and power our economies in a sustainable way.
Visualizing China’s Dominance in Battery Manufacturing (2022-2027P)
This infographic breaks down battery manufacturing capacity by country in 2022 and 2027.
Visualizing China’s Dominance in Battery Manufacturing
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.
|Rank||Country||2022 Battery Cell|
Manufacturing Capacity, GWh
|% of Total|
|#7||🇰🇷 South Korea||15||1%|
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:
|Rank||Country||2027P Battery Cell|
Manufacturing Capacity, GWh
|% of Total|
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.
Markets2 weeks ago
The Biggest Global Risks of 2023
Markets4 weeks ago
Top Heavy: Countries by Share of the Global Economy
Politics1 week ago
Visualizing the World’s Top 25 Fleets of Combat Tanks
Money4 weeks ago
U.S. Inflation: How Much Have Prices Increased?
Energy1 week ago
The Periodic Table of Commodity Returns (2013-2022)
Misc4 weeks ago
Infographic: The Longest Lasting Cars, in Miles
Politics1 week ago
Which Countries are the Most Polarized?
Markets3 weeks ago
The U.S. Stock Market: Best and Worst Performing Sectors in 2022