While not winning gigafactory or new vehicle final assembly plants, Louisiana has been a different type of winner from BIL/IRA.
Its petrochemical sector, port and river access, and proximity to Southeast gigafactory projects have made it a magnet for the midstream.
🔌💡
https://electrek.co/2025/02/17/500m-ev-battery-material-plant-is-the-first-of-its-kind-in-the-us/
Its petrochemical sector, port and river access, and proximity to Southeast gigafactory projects have made it a magnet for the midstream.
🔌💡
https://electrek.co/2025/02/17/500m-ev-battery-material-plant-is-the-first-of-its-kind-in-the-us/
Comments
1. Vertically integrated critical minerals producers
2. Specialty chemical manufacturers making precursors for battery materials...Like UBE.
https://electrek.co/2025/02/17/500m-ev-battery-material-plant-is-the-first-of-its-kind-in-the-us/
The Port of New Orleans and MS River, plus proximity to reagent suppliers, make this model logistically compelling.
These chemicals help us make lithium-ion battery electrolytes, separators, and electrode binding agents.
But many of these products are extremely low-margin & require federal incentives + strong EV demand growth expectations to reach project FID.