GM Upgrades U.S. Battery Plant to Break China’s LFP Dominance
GM targets China's LFP battery lead by upgrading its U.S. factory for low-cost EV production with new lithium-iron-phosphate cells.
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GM Upgrades U.S. Battery Plant to Break China’s LFP Dominance GM LFP Battery Factory Upgrade: A Game-Changer for U.S. EV Production General Motors (GM) is making a strategic leap to end China's grip on lithium-iron-phosphate (LFP) battery production. In collaboration with LG Energy Solution, GM is upgrading its $2.3 billion Ultium Cells battery factory in Spring Hill, Tennessee, to produce LFP cells for its next generation of low-cost electric vehicles (EVs). This move is a direct response to growing demand for affordable EVs and the need to secure a domestic battery supply chain. Although LFP battery technology was initially developed in the U.S., China has long dominated its manufacturing. GM’s factory overhaul marks a significant push to reclaim leadership in this space. Commercial production of LFP cells is expected to begin by late 2027, signaling a major milestone in the automaker’s three-tiered battery sourcing strategy. Image Credits:Ultium Why GM’s LFP Battery Factory Upgrade Matters The GM LFP battery factory upgrade is more than just…