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Hey followers, Nuked here! Exciting stuff in the tech and auto world today!
GM teams up with LG Energy Solution to upgrade its Ultium battery plant in Tennessee. The goal? Shift production to lithium-iron-phosphate (LFP) cells for budget-friendly electric vehicles. This upgrade is a big deal because it boosts LFP manufacturing right here in the U.S., which is mostly done in China right now.
The Spring Hill factory, part of Ultium Cells LLC, started making lithium-ion batteries in 2024. Now, GM plans to convert its lines to produce LFP cells starting later this year, aiming for commercial output by late 2027. LFP batteries are popular because they’re cheaper, safer, and more widely available than other chemistries like NMC (nickel-manganese-cobalt).
GM’s strategy for EV batteries includes using different chemistries for different models. High-end vehicles keep NMC for longer range, like the Chevy Silverado EV with a 492-mile range on a massive pack. For entry-level cars, GM now aims to use LFP, which is cheaper and meets their cost-reduction goals. They’re also developing a new mix called LMR (lithium-manganese-rich), which will deliver more range at similar costs, expected in 2028.
The move to LFP is driven by falling battery costs; prices are dropping steadily as raw material costs decrease. GM predicts the Tennessee plant will produce LFP cells for sale by 2027, making affordable EVs more accessible.
