Clarios Announces $6 Billion American Energy Manufacturing Strategy

Strengthening American manufacturing and starter battery supply chains essential for energy and critical mineral independence

GLENDALE, Wis., March 3, 2025 /PRNewswire/ -- Clarios, the Wisconsin-based global leader in low-voltage energy storage, announced a $6 billion plan expected to expand U.S. manufacturing and accelerate American innovation. The plan aims to advance American energy and critical mineral independence by strengthening the nation's critical supply of batteries essential to start every vehicle in the U.S. The plan would expand existing operations, build new facilities, unlock innovation and create American jobs enabled by recent executive orders and using federal advanced manufacturing tax credits.

Every day, America depends on low-voltage starter batteries as an essential component of the U.S. transportation infrastructure used in cars, tractors, semi-trucks, boats and airplanes across America, including military vehicles. Clarios starter batteries and smart solutions power nearly every type of vehicle and are found in over half of cars and trucks in the U.S.

Securing American energy and critical mineral independence depends upon expanded domestic capacity to process and recover critical minerals essential to starter battery production such as antimony and tin. Clarios' innovative, closed-loop recycling network distributes new and collects used batteries across every corner of the United States, recycling and reusing critical minerals to make new batteries. 

"Now more than ever, America must protect its critical minerals and invest in technology essential to energy independence," said Clarios CEO Mark Wallace. "With our comprehensive strategy, Clarios is driving a major step forward for America's economic security, national security, and personal security of the American people."

Through 2035, the Clarios plan outlines the launch of strategic initiatives aimed at improving U.S. manufacturing, spurring innovation, and strengthening the nation's critical minerals supply chain including:

• Advanced Battery Production ($2.5 billion): Expanding manufacturing of low-critical mineral battery chemistries, such as the most advanced Absorbent Glass Mat (AGM) batteries and additional cutting-edge energy storage technologies, aimed at reducing reliance on imports while creating new American jobs.
• Critical Minerals Processing and Recovery ($1.9 billion): Enhancing America's circular battery economy by recovering nearly 100% of materials from used batteries, keeping valuable critical minerals like antimony and tin within the U.S. and reducing dependence on foreign-controlled supply chains.
• Next Generation Technologies ($1 billion): Accelerating the development of advanced energy storage for AI and data centers, supercapacitors and AI-driven software solutions to boost efficiency and innovation as well as investing in sodium-ion batteries and other leapfrog solutions that create a competitive advantage for the U.S.
• State-of-the-Art Manufacturing ($600 million): Modernizing Clarios facilities with some of the most advanced production capabilities in the world to ensure U.S. starter battery manufacturing retains its leadership position globally.

Clarios operates 16 manufacturing facilities across the U.S., employing more than 5,500 employees in 32 states and supplying auto manufacturing and the aftermarket across America. The company has already accelerated significant U.S. investments. In 2024, Clarios expanded production of advanced low-antimony batteries in the U.S. by 1.5 million units. This year, the company invested in upgrades to its facility in Oconee, South Carolina to increase battery component manufacturing capacity by 30 million parts. Clarios announced that, starting in 2026, it is producing its latest battery in Toledo, Ohio, which is projected to supply 745,000 of the most advanced low-antimony starter batteries integral to the production of new American-made vehicles. 

About Clarios

Clarios is the global leader in advanced, low-voltage battery technologies for mobility. Our batteries and smart solutions power nearly every type of vehicle and are found in 1 of 3 cars worldwide on the road today. With around 18,000 employees in over 100 countries, we bring deep expertise to our Aftermarket and OEM partners, and reliability, safety and comfort to everyday lives. We answer to the planet with a rigorous sustainability focus – advancing best-in-class sustainability practices and advocating for them across our industry. We work to ensure 100% of our products sold are recyclable, and we recycle 8,000 batteries an hour in our network. Clarios is a Brookfield portfolio company.

Forward-Looking Statements

This news release contains forward-looking statements that are subject to risks and uncertainties. All statements other than statements of historical facts or relating to present facts or current conditions included in this presentation are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include Clarios' planned capital expenditures, strategic initiatives and their expected impacts and other information that is not historical information. Words such as "may," "will," "expect," "intend," "aim," "estimate," "anticipate," "believe," "should," "would," "forecast," "project," "target" or "plan" or terms of similar meaning are also generally intended to identify forward-looking statements. However, the absence of these words does not mean that a statement is not forward-looking. Nothing in this news release should be taken as a guarantee of financial performance. Any forward-looking statements are based on current expectations of future events, estimates and assumptions that are inherently subject to various significant risks, uncertainties and other factors, many of which are beyond the company's control. These risks include Clarios' ability to make its planned capital expenditures, successfully implement its strategic initiatives and realize the benefits of these expenditures and initiatives within the time frames it expects or at all as a result of general economic, credit and capital market conditions, decreased demand from customers, the reduction, elimination or expiration of government incentives for, or changes in regulations associated with production tax credits available in the United States based on the company's production of certain battery cells and electrode active materials, requirements and liabilities relating to laws, regulations, policies and administrative actions (including executive orders), and changes in laws, regulations, policies and administrative actions (including executive orders) or interpretation thereof, among other factors. As a result, actual results may differ from such forward- looking statements, and any such differences could be material. Clarios does not undertake any duty to update or revise the information contained herein publicly or otherwise.

SOURCE Clarios, LLC