General Motors (GM) is advancing its push toward cost-effective electric mobility with plans to produce lithium iron phosphate (LFP) EV batteries at its Spring Hill, Tennessee facility. The move is expected to support the development of more affordable electric vehicles within GM’s growing portfolio.
This initiative marks GM’s first large-scale effort to manufacture LFP battery cells in the U.S., aligning with its strategy to reduce dependency on nickel and cobalt-based chemistries. LFP batteries are known for their lower cost, improved thermal stability, and longer cycle life making them ideal for entry-level and mainstream EVs.
The Tennessee plant, a joint venture with LG Energy Solution under Ultium Cells, will begin LFP battery production by mid-2026. GM is also partnering with China’s CATL to license key LFP technology, ensuring competitive performance without compromising affordability.
According to GM, these batteries will primarily power future Chevrolet Bolt models and other upcoming low-cost electric vehicles, enabling the company to compete more aggressively in the budget EV segment. LFP technology also helps simplify supply chains due to its abundance of raw materials.
The U.S.-based production will qualify GM for federal EV incentives under the Inflation Reduction Act (IRA), which favors domestically produced battery components. This not only helps GM lower costs but also strengthens the local battery manufacturing ecosystem.
GM reiterated that its multi-chemistry battery strategy is central to achieving EV scalability. By introducing LFP alongside its Ultium platform, the company aims to serve a wider range of customers from premium EV buyers to cost-conscious urban drivers.
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