Energy Supply Developers, LLC
Supporting the
Electrification
Movement
in the USA
About Energy Supply Developers, LLC.
INTRO
Energy Supply Developers, LLC (“ESD”) was formed by Bob Galyen, former CTO of CATL and one of the most knowledgeable professionals in the global battery industry, and Jack Perkowski, an international businessman with extensive capital markets, automotive China experience, to provide strategic advisory services to battery and battery related companies throughout the world. ESD was incorporated in the State of Delaware in March 2021.
RATIONALE
Global demand for batteries is increasing due to the rapidly improving economics of electric vehicles and the growing demand for energy and data storage systems (“BESS”) required by Artificial Intelligence (“AI”). As U.S. electrification demand grows, the market for Li-ion batteries is projected to increase significantly over the coming decade. Because global battery production is currently dominated by a handful of Chinese and East Asian players, there is a need in the United States to onshore critical parts of its battery supply chain for reasons of national security and long term economic viability.
THE GROWING DEMAND FOR BATTERIES
◼ Consumer Electronics: Smartphones, laptops, capsules and wearable technology.
◼ Electric Vehicles: Passenger cars, buses and motorcycles.
◼ Energy Storage Systems: Provide electric grid stability, peak shaving, and backup power for data centers.
◼ Medical Devices: Pacemakers, defibrillators, and portable diagnostic devices.
◼ Industrial Applications: Heavy machinery, forklifts, military equipment, marine vessels, drones and aerospace technologies.
Source: Dimension Market Research
NEW ENTRANTS
Apart from the well-established, international battery manufacturers, a large number of battery start-ups with new technologies, as well as companies that wish to supply the key materials and components required to manufacture batteries, are entering the industry.
The categories of companies seeking to enter the battery industry in the USA are as follows:
- Existing, well established companies with significant revenues and earnings that are not in batteries presently, but which operate in closely related fields and are seeking to manufacture batteries or enter some part of the battery supply chain.
- International battery companies seeking to establish battery manufacturing facilities in their domestic markets and in the United States of America.
- International battery supply chain companies seeking to expand into the global battery markets, including the market in the USA.
- Battery and battery supply chain start-ups.
While large auto companies are partnering with established cell producers to manufacture batteries in the United States for electric vehicles, the demand for advanced batteries goes well beyond applications for mobility. For example, The U.S. government projects that electric grid capacity must roughly triple by 2040 to accommodate the explosive growth of artificial intelligence, data centers, and domestic reindustrialization efforts.
Moreover, companies that require batteries in smaller quantities for applications in industries such as consumer electronics and medical devices remain underserved and must rely on overseas battery producers and a long, costly and potentially unstable supply chain. Recent events have underscored the importance of having domestic sources of battery production, which includes all of the key elements of the battery value chain.
In the face of such demand, many cell producers and battery materials suppliers do not have the capital and other resources needed to undertake large land acquisition and construction projects that are necessary to design and build manufacturing facilities with economies of scale.
power for model training and inference, has led to exponential growth in data center electricity use, of which battery storage is an essential component for backup, peak shaving, and reliability.
Data centers are rapidly adopting battery energy storage systems to ensure uptime and energy efficiency as traditional backup generators cannot scale to meet the power spikes created by large AI models.
The shift toward electrification and AI has accelerated demand for advanced batteries with improved lifespan, reliability, and fast-charging capabilities, requiring both innovations in battery chemistry and deployment of large-scale installations.
Battery manufacturing involves a complex and highly specialized series of steps that transform mined raw materials into high-performance energy storage units. This process sits at the heart of a vast global supply chain that spans raw material extraction, chemical refinement, component fabrication, full battery cell assembly into modules and packs and recycling.
The process of manufacturing batteries begins with raw material preparation, where essential minerals such as lithium, nickel, cobalt, manganese, and graphite are refined into usable powders. These materials are mixed with binders and solvents to form slurries used in electrode production, which includes coating, drying, calendaring, and cutting of electrode sheets. These are then stacked with separators in cell assembly and enclosed in protective casings. The next step is electrolyte filling, sealing, and forming a solid electrolyte interface through controlled charging and discharging cycles. Batteries are then aged, tested for safety and performance, and finally integrated into modules and packs for EVs or storage systems.
Critical minerals form the foundation of the battery industry. The most common chemistries today are nickel-cobalt-manganese (“NCM”) and lithium-iron-phosphate (“LFP”). While lithium-ion remains dominant, new chemistries are emerging, including solid-state, sodium-ion, and lithium-sulfur batteries, which promise lower costs, higher safety, and reduced dependence on scarce materials.
Sustainability is gaining importance throughout battery manufacturing. Companies are adopting cleaner mineral extraction methods, automating recycling operations, and designing battery packs for end-of-life material recovery. Emerging circular economy approaches aim to reclaim lithium, cobalt, and nickel from end-of-life EV batteries—reducing costs, emissions, and raw material dependency.
THE BATTERY SUPPLY CHAIN IN THE USA
Large AI users such as Google, Amazon and Facebook; automakers; and the U.S. Government are promoting the growth of the country’s electrical grid and the electrification of all industries.
Artificial intelligence is sharply increasing demand for batteries, particularly in data centers and energy-intensive computing applications. The surge in AI-driven workloads, requiring massive computational power for model training and inference, has led to exponential growth in data center electricity use, of which battery storage is an essential component for backup, peak shaving, and reliability. Data centers are rapidly adopting battery energy storage systems to ensure uptime and energy efficiency as traditional backup generators cannot scale to meet the power spikes created by large AI models.
The major difficulty confronted by the USA today is the lack of a battery manufacturing infrastructure, including a battery supply chain, to support the expected growth of the country’s electrical grid and AI industry. USA battery makers need to identify and develop reliable sources of battery materials and battery processing capability that meet the defense and security concerns of the USA. Moreover, military applications, the projected growth in AI and electrification generally have accelerated demand for advanced batteries with improved lifespan, reliability, and fast-charging capabilities, requiring both innovations in battery chemistry and deployment of large-scale installations.
SERVICES PROVIDED BY ESD
In summary, ESD provides a complete solution that makes the job of establishing a presence in the global battery business more manageable by:
Identifying and introducing potential strategic partners.
Assisting clients to develop a strategy for the battery business.
Working with its clients to design and construct a facility that meets their individual requirements.
Developing construction financing and long term financing for the client’s facility.
Negotiating with the local governments to obtain favorable tax and other policies
Identifying, sourcing and procuring the proper equipment.
PROCURING EQUIPMENT
In 2024, China’s lithium-ion battery manufacturing capacity reached approximately 1,170 GWh, a 24% increase from 2023. As the world’s leader in the production of lithium ion batteries, China’s equipment manufacturers are also the global leaders in the production of equipment used in their manufacture, as well as the equipment used to produce electrolytes, cathode and anode materials and other key components needed in battery production.
In order to better serve its clients, ESD has established Ningde ESD International Trading Co., Ltd. (“ESD Ningde”) in partnership with Galyen Energy LLC, to source equipment and materials from Chinese equipment makers.
Through its team in China, ESD Ningde can identify the most appropriate equipment suppliers in the country; negotiate the purchase of equipment on the most favorable terms; purchase the equipment in China on behalf of its clients; and arrange for export and delivery to the destinations designated by its clients.
For clients interested in finding alternative ways to finance the establishment of battery manufacturing facilities in the US, Europe or other locations, ESD Ningde’s lease financing partners can provide long term leasing alternatives to qualified companies.
SENIOR LEADERSHIP
Bob Galyen
Chairman
Formerly the Chief Technology Officer of CATL, the world’s largest lithium ion battery company, Mr. Galyen serves as Chairman of the Board of Directors of ESD, bringing over forty years of experience in the battery space to the Company. Mr. Galyen’s energy storage experience ranges from large corporations such as CATL, Magna, Delphi and General Motors, to small entrepreneurial businesses such as Tawas, Indy Power Systems and World Energy Labs.
Mr. Galyen served as Chairman of SAE International Battery Standards Steering Committee for eight years and as Chairman of NAATBatt International. Mr. Galyen also serves on Senator Lugar’s Advisory Board for Renewable Energy at IUPUI; the Dean’s Executive Advisory Council at Ball State University; and the National Fire Protection Agencies Board of Advisers. Mr. Galyen holds Master of Arts and Bachelor of Science degrees in Chemistry from Ball State University.
Mr. Galyen’s notable Awards include the prestigious China Friendship Award (2015); the Talent 1000 Award where he was named a “National Distinguished Expert” by China (2014); Ball State University’s “Circle of Distinction Award;” the Automotive News “Electrifying 100; “SAE International’s “Technical Standards Board Outstanding Contribution Award;” and the General Motors “Best of the Best” Award.
In 2020, Mr. Galyen founded Galyen Energy, LLC, which advises numerous companies involved in battery and energy storage. Mr. Galyen serves on the Boards of Directors and the Technology Advisory Boards for multiple companies.
Jack Perkowski
Founder, Director and Chief Executive Officer
Upon graduating Cum Laude from Yale (1970), where he received the Gordon Brown Memorial Prize awarded each year to the outstanding member of the Junior Class, and the Harvard Business School (1973) where he graduated with High Distinction and was named a Baker Scholar, Mr. Perkowski spent 20 years on Wall Street, rising to head of Investment Banking at PaineWebber.
In 1990, well before others recognized the significant role that China would play in the global economy, Mr. Perkowski spent three years investigating opportunities in Asia and China and founded ASIMCO Technologies in 1994. As ASIMCO’s Founder, Mr. Perkowski developed the strategy and raised $450 million of capital that enabled ASIMCO to become a major auto parts supplier in China. Under Jack’s leadership, ASIMCO gained a reputation for developing local management and integrating a broad based China operation into the global economy. ASIMCO was three times named one of the “Ten Best Employers in China,” and in 2008, Mr. Perkowski was designated by China Auto News as one of “30 Outstanding Entrepreneurs in China’s Auto Components Industry over the 30 Years of Economic Reform,” the only foreigner to receive this distinction. Often referred to as “Mr. China,” Jack is widely recognized as an expert on doing business in the country. Jack authored Managing the Dragon: How I’m Building a Billion Dollar Business in China.
In 2009, Mr. Perkowski founded JFP Holdings, Ltd., a Beijing based Merchant Banking Firm where he now serves as Chairman. JFP Holdings assists Western companies to penetrate the China market and Chinese companies to expand abroad.
Mr. Perkowski is Chairman of Graphene Manufacturing Group, an Australian company that produces high purity
CONTACT US
For more information about ESD and its plans for the development of its Super Site Battery Industrial Parks in the United States, please contact:
