From Lead to Lithium: The Shifting Geopolitics of the 12V Car Battery Supply Chain
1. Assembly & Final Manufacturing The 12V automotive battery market is dominated by two distinct production paradigms: legacy flooded lead-acid (FLA) and absorbent glass mat (AGM) vs. the emerging 12V lithium-ion (Li-ion) starter battery. 1.1 Legacy Lead-Acid Assembly Dominant Manufacturing Regions: Mexico: The largest single source for the US market. Clarios (formerly Johnson Controls Power…