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Battery Facility Partnership Aims for Non-China Supply Chain

A new partnership seeks to build a 5 GW facility in the U.S. that sources battery components outside of China.

Updated on Oct. 6, 2026 in Electric Vehicles

Isometric editorial illustration showing a stack of industrial battery cells and a large metallic centrifuge in a factory setting.
Evolution Metals & Technologies and INERGX have partnered to develop a new U.S. facility for processing critical battery materials, aiming to diversify supply chains beyond China. AI Illustration. Upload story photo >

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Should companies be required to source critical materials from non-foreign suppliers?

Evolution Metals & Technologies signed a letter of intent with U.K.-based INERGX Energy Optimisation Ltd. to design power systems for a major critical materials processing plant in the U.S. This project aims to build a supply chain free of Chinese battery components, which accounted for 85% of global capacity in 2024.

Why it matters

By creating a dedicated U.S. supply chain, this project aims to stabilize the availability of materials and energy storage systems for emerging electric vehicle technologies. The move seeks to move production away from the current market concentration in China to support long-term domestic infrastructure.

The planned facility aims for 1 GW of capacity within two years and 5 GW at full build-out, enough to power roughly 4 million homes. Definitive agreements are expected within 12 weeks of the First Block Study's acceptance.

The players

Evolution Metals & Technologies

An industrial firm focused on developing critical materials processing and battery supply chain infrastructure.

INERGX Energy Optimisation Ltd.

A United Kingdom-based engineering firm specializing in energy storage, power systems design, and grid efficiency.

The details

INERGX will conduct a First Block Study to model on-site energy storage and power systems fueled by LNG, ensuring the high power quality required for processing critical materials. The partnership mandates that all sourced battery cells must originate from non-China partners with verified documentation. Once operational, the facility will be supported by an anticipated 10-year service agreement to ensure continuous performance.

Timeline

  1. October 6, 2026: The partnership letter of intent was announced.

  2. Within two weeks of signing: The company provides site inputs for the study.

  3. Within eight weeks of receipt: INERGX delivers the First Block Study.

  4. Within two years: The first phase is planned to reach 1 GW of capacity.

The Home Front

The initiative reflects a broader push to diversify the critical mineral supply chain beyond the 85% market concentration seen in 2024. This effort aligns with industry-wide attempts to move away from sole-source dependencies in the global energy storage market.

As supply chains shift, homeowners may eventually see changes in the availability and variety of electric vehicle battery technologies. Keep an eye on domestic production announcements as they may indicate future shifts in the cost and sustainability profiles of home energy storage systems.

The takeaway

The development of a 5 GW facility signifies a major move toward diversifying battery material sources to support domestic capacity. Homeowners should track how these large-scale manufacturing shifts impact the long-term cost and accessibility of residential energy storage solutions.

Further reading

Learn more about the infrastructure behind the transition in Electric Vehicles.

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Should companies be required to source critical materials from non-foreign suppliers?