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Tesla picks LGES, not CATL, for $4.3 billion storage battery deal

arstechnica.com Unknown 2025-12-19 08:40:11

Tesla has a new battery cell supplier. Although the automaker is vertically integrated to a degree not seen in the automotive industry for decades, when it comes to battery cells it’s mostly dependent upon suppliers. Panasonic cells can be found in many Teslas, with the cheaper, sturdier lithium iron phosphate (LFP) battery cells being supplied by CATL. Now Tesla has a new source of LFP cells thanks to a deal just signed with LG Energy Solutions. According to The Korea Economic Daily, the contr

Topics: cells energy lfp lges tesla
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GM’s Final EV Battery Strategy Copies China’s Playbook: Super Cheap Cells

wired.com John Voelcker 2026-01-20 08:21:12

General Motors has just announced its latest and likely final piece in what now appears to be a three-pronged cell-chemistry strategy to power GM’s lineup of a dozen EVs through the end of the decade and beyond. GM has stated today it will build low-cost lithium iron phosphate (LFP) battery cells in Spring Hill, Tennessee, starting in late 2027. Conversion of cell lines to produce that chemistry will begin later this year. The cell plant at the Spring Hill complex is owned and operated by Ultiu

Topics: cell cells chemistry gm lfp
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GM to challenge China’s LFP monopoly with upgraded battery factory

techcrunch.com Tim De Chant 2026-01-20 08:04:11

GM said Monday it is working with joint venture partner LG Energy Solution to upgrade its Ultium battery factory to make lithium-iron-phosphate cells for the automaker’s low-cost EVs. The factory’s overhaul will give LFP production in the United States a significant boost. Despite being invented and commercialized in the U.S., today the vast majority of LFP cells are currently made in China. The $2.3 billion Spring Hill, Tennessee, battery plant is part of the Ultium Cells LLC joint venture be

Topics: battery cells chemistry gm lfp
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