Solus Advanced Materials Highlights Its Unique Local Battery Foil Supply Chain in North America

As demand for localized battery supply chains in North America is expected to grow, Solus Advanced Materials' battery foil production base in Canada is drawing attention.

According to Solus Advanced Materials on June 10, the ongoing implementation of the Advanced Clean Cars 2 (ACC2) program—California Air Resources Board (CARB)'s zero-emission vehicle regulation—and policies for battery supply chain localization are expected to drive increased demand for batteries and battery foil in North America.

According to the U.S. market research firm J.D. Power's "2026 U.S. Electric Vehicle Consideration Study," 26% of respondents said they are actively considering purchasing an electric vehicle, up 3 percentage points from the previous month. In contrast, the proportion of respondents not considering an electric vehicle purchase fell by 4 percentage points to 18%.

In the medium to long term, the "ACC2" regulation, which has been adopted by 13 states including California, is expected to drive growth in the U.S. electric vehicle market. The regulation mandates a gradual increase in the proportion of electric vehicles among new vehicle sales, with a target of achieving 100% electric vehicle adoption by 2035.

Since the launch of the second Trump Administration, the U.S. federal government has moved to eliminate electric vehicle purchase incentives and relax emission and fuel economy standards. However, the ACC2 regulation continues to be enforced at the state level, independent of federal regulations. As a result, the industry expects that the ACC2 regulation alone will increase the electric vehicle penetration rate in the U.S. from about 9% in 2025 to around 20% by 2030. This represents a more than twofold increase in electric vehicle sales volume compared to the present.

Battery demand is also expected to continue rising. Alongside the growth of the electric vehicle market, the energy storage system (ESS) market is rapidly expanding. In particular, the recent proliferation of artificial intelligence (AI) data centers is driving increased investment in power infrastructure, making battery demand for ESS a new growth engine.

Solus Advanced Materials is establishing battery foil production bases in Canada following its European operations. In particular, the Canadian plant is the only production base capable of mass-producing and supplying battery foil within North America, and is expected to play a crucial role in supporting local customers' efforts to diversify their supply chains and meet increasing demand for local procurement.

This content was produced with the assistance of AI translation services.