Jay Turner
@jayturner.bsky.social
Environmental Studies Professor at Wellesley College. Author of Charged: A History of Batteries and Lessons for a Clean Energy Future (2022). Tracking and analyzing clean energy supply chains at https://www.the-big-green-machine.com
At The Big Green Machine, my @wellesley.edu students and I are tracking more than 600 clean energy manufacturing projects in North America.
Check out our interactive dashboard and access our full dataset. Let us know what is missing, wrong, or needs updating. 🔌💡
www.the-big-green-machine.com
Check out our interactive dashboard and access our full dataset. Let us know what is missing, wrong, or needs updating. 🔌💡
www.the-big-green-machine.com
January 21, 2026 at 3:59 PM
At The Big Green Machine, my @wellesley.edu students and I are tracking more than 600 clean energy manufacturing projects in North America.
Check out our interactive dashboard and access our full dataset. Let us know what is missing, wrong, or needs updating. 🔌💡
www.the-big-green-machine.com
Check out our interactive dashboard and access our full dataset. Let us know what is missing, wrong, or needs updating. 🔌💡
www.the-big-green-machine.com
In case anyone has forgotten why this matters, Dan Wang has a great piece in the NYTimes on what is at stake as the Trump administration and GOP allies throw our chance at a clean energy transition into reverse.
www.nytimes.com/2026/01/19/o...
www.nytimes.com/2026/01/19/o...
Opinion | Trump Is Obsessed With Oil, but Chinese Batteries Will Soon Run the World
www.nytimes.com
January 21, 2026 at 3:59 PM
In case anyone has forgotten why this matters, Dan Wang has a great piece in the NYTimes on what is at stake as the Trump administration and GOP allies throw our chance at a clean energy transition into reverse.
www.nytimes.com/2026/01/19/o...
www.nytimes.com/2026/01/19/o...
Some of the biggest projects that advanced in the past year include:
Toyota Battery Factory in NC ($10B+)
Rivian in GA ($6.6B)
Panasonic Battery Factory in KS ($4B)
Redwood Materials in SC ($3.5B)
Lithium Americas in NV ($2.9B)
See the details in our dataset.
docs.google.com/spreadsheets...
Toyota Battery Factory in NC ($10B+)
Rivian in GA ($6.6B)
Panasonic Battery Factory in KS ($4B)
Redwood Materials in SC ($3.5B)
Lithium Americas in NV ($2.9B)
See the details in our dataset.
docs.google.com/spreadsheets...
docs.google.com
January 21, 2026 at 3:59 PM
Some of the biggest projects that advanced in the past year include:
Toyota Battery Factory in NC ($10B+)
Rivian in GA ($6.6B)
Panasonic Battery Factory in KS ($4B)
Redwood Materials in SC ($3.5B)
Lithium Americas in NV ($2.9B)
See the details in our dataset.
docs.google.com/spreadsheets...
Toyota Battery Factory in NC ($10B+)
Rivian in GA ($6.6B)
Panasonic Battery Factory in KS ($4B)
Redwood Materials in SC ($3.5B)
Lithium Americas in NV ($2.9B)
See the details in our dataset.
docs.google.com/spreadsheets...
Some of the biggest project to slow in the past year include:
BlueOval in TN ($5.6B)
GM Orion Factory in MI ($4B)
GM-SDI Battery Factory in IN ($3.5B)
BlueOval in KY ($3.2B)
Stellantis Bactory Factory in IL ($3.2B)
See the details in our dataset.
docs.google.com/spreadsheets...
BlueOval in TN ($5.6B)
GM Orion Factory in MI ($4B)
GM-SDI Battery Factory in IN ($3.5B)
BlueOval in KY ($3.2B)
Stellantis Bactory Factory in IL ($3.2B)
See the details in our dataset.
docs.google.com/spreadsheets...
docs.google.com
January 21, 2026 at 3:59 PM
Some of the biggest project to slow in the past year include:
BlueOval in TN ($5.6B)
GM Orion Factory in MI ($4B)
GM-SDI Battery Factory in IN ($3.5B)
BlueOval in KY ($3.2B)
Stellantis Bactory Factory in IL ($3.2B)
See the details in our dataset.
docs.google.com/spreadsheets...
BlueOval in TN ($5.6B)
GM Orion Factory in MI ($4B)
GM-SDI Battery Factory in IN ($3.5B)
BlueOval in KY ($3.2B)
Stellantis Bactory Factory in IL ($3.2B)
See the details in our dataset.
docs.google.com/spreadsheets...
If we narrow the analysis to focus only on projects that have been paused, canceled, or closed (excluding delays and reductions in size) over the past year, the lost investments (-$46.7B) far exceed newly announced investments (+$16.1B) during that time period. 🔌💡
January 21, 2026 at 3:59 PM
If we narrow the analysis to focus only on projects that have been paused, canceled, or closed (excluding delays and reductions in size) over the past year, the lost investments (-$46.7B) far exceed newly announced investments (+$16.1B) during that time period. 🔌💡
At The Big Green Machine, my @wellesley.edu students and I are tracking more than 600 clean energy manufacturing projects in North America.
Check out our interactive dashboard and access our full dataset. Let us know what is missing, wrong, or needs updating. 🔌💡
www.the-big-green-machine.com
Check out our interactive dashboard and access our full dataset. Let us know what is missing, wrong, or needs updating. 🔌💡
www.the-big-green-machine.com
December 23, 2025 at 6:06 PM
At The Big Green Machine, my @wellesley.edu students and I are tracking more than 600 clean energy manufacturing projects in North America.
Check out our interactive dashboard and access our full dataset. Let us know what is missing, wrong, or needs updating. 🔌💡
www.the-big-green-machine.com
Check out our interactive dashboard and access our full dataset. Let us know what is missing, wrong, or needs updating. 🔌💡
www.the-big-green-machine.com
What has advanced in the past month?
Graphite One projects in AK and OH
Ford’s new plans for BESS in KY
LS Greenlink Expansion in VA
Silicon Ridge rare earth mine in UT
Empire States graphite mine in NY
and more…
See the details in our dataset.
docs.google.com/spreadsheets...
Graphite One projects in AK and OH
Ford’s new plans for BESS in KY
LS Greenlink Expansion in VA
Silicon Ridge rare earth mine in UT
Empire States graphite mine in NY
and more…
See the details in our dataset.
docs.google.com/spreadsheets...
December 23, 2025 at 6:06 PM
What has advanced in the past month?
Graphite One projects in AK and OH
Ford’s new plans for BESS in KY
LS Greenlink Expansion in VA
Silicon Ridge rare earth mine in UT
Empire States graphite mine in NY
and more…
See the details in our dataset.
docs.google.com/spreadsheets...
Graphite One projects in AK and OH
Ford’s new plans for BESS in KY
LS Greenlink Expansion in VA
Silicon Ridge rare earth mine in UT
Empire States graphite mine in NY
and more…
See the details in our dataset.
docs.google.com/spreadsheets...
Our tracking shows advances in clean energy manufacturing projects last month, including three mining projects.
We are now tracking 108 projects, $60.8B in investment, and 60,017 jobs that have been announced, moved into construction, or started operations since Trump took office.
🔌💡
We are now tracking 108 projects, $60.8B in investment, and 60,017 jobs that have been announced, moved into construction, or started operations since Trump took office.
🔌💡
December 23, 2025 at 6:06 PM
Our tracking shows advances in clean energy manufacturing projects last month, including three mining projects.
We are now tracking 108 projects, $60.8B in investment, and 60,017 jobs that have been announced, moved into construction, or started operations since Trump took office.
🔌💡
We are now tracking 108 projects, $60.8B in investment, and 60,017 jobs that have been announced, moved into construction, or started operations since Trump took office.
🔌💡
What slowed in the past month?
BlueOval in KY
Ford plans for EVs in TN
GAF roof shingle factory in CA
US Solar Glass
See the details in our dataset.
docs.google.com/spreadsheets...
BlueOval in KY
Ford plans for EVs in TN
GAF roof shingle factory in CA
US Solar Glass
See the details in our dataset.
docs.google.com/spreadsheets...
December 23, 2025 at 6:06 PM
What slowed in the past month?
BlueOval in KY
Ford plans for EVs in TN
GAF roof shingle factory in CA
US Solar Glass
See the details in our dataset.
docs.google.com/spreadsheets...
BlueOval in KY
Ford plans for EVs in TN
GAF roof shingle factory in CA
US Solar Glass
See the details in our dataset.
docs.google.com/spreadsheets...
But this issue isn't new. Industry has struggled to manage the risks of lead recycling since the early 20th c, when Alice Hamilton first helped spotlight the issue.
See the first chapter of my book, Charged: A History of Batteries and Lessons for a Clean Energy Future.
www.charged-the-book.com
See the first chapter of my book, Charged: A History of Batteries and Lessons for a Clean Energy Future.
www.charged-the-book.com
November 25, 2025 at 2:04 PM
But this issue isn't new. Industry has struggled to manage the risks of lead recycling since the early 20th c, when Alice Hamilton first helped spotlight the issue.
See the first chapter of my book, Charged: A History of Batteries and Lessons for a Clean Energy Future.
www.charged-the-book.com
See the first chapter of my book, Charged: A History of Batteries and Lessons for a Clean Energy Future.
www.charged-the-book.com
But as the NYTimes explains, efforts to improve transparency and accountability in the supply chain were blocked by the industry in the early 2000s.
www.nytimes.com/2025/11/25/w...
www.nytimes.com/2025/11/25/w...
The Auto Industry Was Warned: Battery Recycling Was Poisoning People
www.nytimes.com
November 25, 2025 at 2:04 PM
But as the NYTimes explains, efforts to improve transparency and accountability in the supply chain were blocked by the industry in the early 2000s.
www.nytimes.com/2025/11/25/w...
www.nytimes.com/2025/11/25/w...
For decades, environmental groups like Occupational Knowledge International based in San Francisco have been pushing the industry to clean up its supply chains.
www.okinternational.org/lead-exposur...
www.okinternational.org/lead-exposur...
Lead Exposure Sources — OK International
Learn about lead exposure sources including batteries, paint, toys, and more. Discover ways to reduce risks and promote safer practices worldwide.
www.okinternational.org
November 25, 2025 at 2:04 PM
For decades, environmental groups like Occupational Knowledge International based in San Francisco have been pushing the industry to clean up its supply chains.
www.okinternational.org/lead-exposur...
www.okinternational.org/lead-exposur...