The IRA and the US Battery Supply Chain: One Year On - Center on Global Energy Policy at Columbia University SIPA | CGEP

GM Electric Vehicles 2026, $625M Lithium Americas Deal

GM EV Supply Chain Pivot, $7.6 B Writedown, $625 M Lithium Americas Deal, and 2…


Toyota teases future EV, plans three-row electric SUV by 2026

Toyota Electric Vehicles 2026, $912M US Production Push

Toyota Supply Chain Localization, $13.9 B NC Plant, cellcentric JV, and 5 Plant…


Clean Core AI & Data Center Energy 2026, $2B Joint Venture

Clean Core Solutions Data Center Projects, 200 MW West Texas Campus, $100 M Q 1…


EPD Natural Gas Pipelines 2026, $5.3B ICE Deal

Enterprise Products Partners Natural Gas Pipelines, $5.3 B Backlog,…


Antofagasta Critical Minerals 2026, $4B Centinela Project

Antofagasta Copper Expansion, 30% Production Goal, $900 M Zaldívar Project, and…


Indian Oil Corporation Hydrogen 2026, ₹40k Cr, IISc Deal

Indian Oil Corporation Compressed Biogas Strategy, 25 Petronet LNG Plants, and…


Reliance Industries Energy Storage 2026, $9B Xiamen Hithium Deal

Reliance Industries BESS Strategy, 120 GWh Gigafactory, $3 B Samsung Deal, and…


Siemens Gamesa Wind 2026, 960 MW Iberdrola Project

Siemens Gamesa Offshore Wind Supply Chain, -1.7% Margin, $200 M US Plant…


BYD Energy Storage 2026, $98M Brazil Production Line

BYD BESS Expansion, 12.5 GWh Saudi Electricity Co. Deal, 11.3 GWh Masdar…


EPC Power Energy Storage 2026, $4M Wolfspeed Deal

EPC Power Inverter Manufacturing, 27 GW Capacity Expansion, Generac…


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