
GM–LG shifts a US plant from EV batteries to LFP energy storage

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Ultium Cells, a joint venture of General Motors and LG Energy Solution, is reallocating part of its US battery production from electric vehicles to energy storage systems. The company is investing $70 million to upgrade its Spring Hill, Tennessee plant to manufacture lithium-iron phosphate (LFP) battery cells, with production expected to begin in Q2 2026. These cells will be used in large battery enclosures for grid-scale projects across North America. LG Energy Solution is also expanding its North American operations to support this initiative.
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