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$QS This is a heavy read, but really interesting.MathNerd, published January 21, 2021
"Li-ion battery manufacturing is a global industry, and we do not believe it is wise or practical to try to develop a fully domestic electric vehicle battery supply chain. Rather, the United States should try to carve out footholds in emerging technology areas for which manufacturing methods are not yet established and for which the United States has an IP advantage due to the productive domestic innovation ecosystem. Novel anode technologies and solid-state batteries are two areas that meet that description, and in which the United States may be able to build a niche for itself in the rapidly growing Li-ion battery industry."