Featured BriefMay 2026· 14 min
Why Batteries Are the New Semiconductors
A structural analysis of the parallels between the chip industry's foundry revolution and the coming reorganization of battery manufacturing.
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Briefings from the Alliance.
Strategy, policy, supply chain, and workforce analysis — published for members and the public.
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Recent publications.
ModelMay 2026
The Foundry Model Explained
How contract manufacturing transformed semiconductors — and what that means for batteries.
ReadSupply ChainApril 2026
Equipment Independence: The Overlooked Pillar
Why allied sovereignty starts with the machines that build the machines.
ReadAllied StrategyApril 2026
Building Allied Battery Sovereignty
A contribution-model framework for transatlantic battery manufacturing.
ReadWorkforceMarch 2026
Certified Operators for Foundry Lines
The case for an industry-wide certification regime tied directly to manufacturing roles.
ReadCapitalMarch 2026
From Subsidy to Investment
How public credit and equity vehicles can anchor the battery industrial base without distorting markets.
ReadMaterialsFebruary 2026
Closed-Loop Critical Minerals
Recycling and direct-to-cathode pathways as a primary-mineral substitute.
ReadEquipmentJune 2026
A Guide to Allied Battery Manufacturing Equipment
A landscape of US and allied providers of battery assembly lines, formation, and testing equipment — and the policy choices that will determine whether the bench deepens.
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