How do you think the United States' goal of implementing 50% EV by 2030?

　　The new energy vehicle market in the United States has recently opened a milestone: through the executive order of the President of the United States, new energy vehicles in 2030 (models include cars, SUVs and pickups, and fuel types include pure electric, plug-in hybrid and fuel cell The sales share of automobiles (three types of automobiles) reaches the target of 50%. Although this sales target is voluntarily set by several major auto companies (General Motors, Ford Motor Company, and Stellattis), the target is not mandatory from a proportional point of view, but a series of measures by the US government will promote the development of this matter. .

　　Figure 1 Presidential Executive Order

　　The U.S. Environmental Protection Agency (EPA) and the U.S. Department of Transportation (USDOT) announced that they will solve the previous government's wrong approach to automobile fuel efficiency and emission standards, and promote the next step of fuel efficiency and emission standards.

　　The United States has given money through investment (Build Back Better Investment Agenda). The goal is to return to a favorable position in terms of electric vehicle manufacturing, infrastructure and innovation. Specific goals include:

　　(1) Build a nationwide network of electric vehicle charging stations (the Senate reached an infrastructure agreement, 7.5 billion US dollars for electric vehicle charging infrastructure, corresponding to 500,000 charging piles).

　　Figure 2 Basic charging facilities in the United States

　　(2) Provide incentives to increase employment opportunities in the US manufacturing industry. This part of the payment has increased from the 7500 US dollars previously mentioned to 12000 US dollars.

　　(3) Provide funds for the reorganization and expansion of the entire domestic electric vehicle manufacturing supply chain-this measure is actually the most critical, and neither Europe nor the United States will rely on East Asian supply chains. This is already in the plan of the United States.

　　The first thing to honor is the various super battery factories. GM is the first (in cooperation with LG), Ford is the second (in cooperation with SK), and Stellatis (from the current selection, the probability is SDI), you can see the production of batteries is all in the United States.

　　General Motors and Controlled Thermal Resources have cooperated and made strategic investments to ensure local and low-cost lithium resource supply; and last year Tesla signed a supply agreement with Piedmont Lithium (North Carolina) companies that develop lithium resources, but these companies need Government funding support.

　　Figure 3 There is a high probability that this complete chain will appear in the United States

　　Figure 4 U.S. resource reserves

　　From a logical point of view, the United States will use the resources of its allies to strategically reserve lithium resources, cobalt resources, and nickel resources. The only thing that can be determined is that the United States does not lack manganese.

　　The main materials of lithium batteries can be obtained from Japan and South Korea, and the production of separators and electrolytes has been introduced. It is conceivable that there will be huge demand in the future.

　　Figure 5 The current layout of lithium batteries in the United States

　　Develop the next generation of new energy vehicle technology through innovation: This can be seen as the 2030 Battery plan made by the US DOE. It can be seen that in the next 30-50 years, the United States is seriously preparing for these things. A Tesla has already appeared before, followed by an Apple Car. You can see the advantages of the United States in resource integration and software innovation. At the level of electric pickups, Americans are still playing a special game.