Navigating the Opportunities and Challenges of an Electric Vehicle-Centric Manufacturing Supply Chain

A recent report by think tank RMI forecasts a rapid acceleration of EV adoption both in the U.S. and around the globe. While it took six years for EVs to move from 1 percent to 10 percent of new vehicle sales, RMI predicts that the next six years will see that share increase to 80 percent of the total global new-vehicle market.

Because of this rising demand, a reshaping of the global and U.S. manufacturing supply chain is underway. From onshoring and nearshoring of manufacturing and critical components to rethinking just-in-time delivery and end-of-life considerations, no part of the automotive ecosystem will remain untouched in this transition.

This paper will unpack some of the most consequential shifts that are occurring for U.S. manufacturers across the emerging EV supply chain, including:

• The battery supply chain
• From the factory floor to the customer door
• The role of parts and services with low-maintenance EVs
• The circular-economy potential of EVs