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GM’s Final EV Battery Strategy Copies China’s Playbook: Super Cheap Cells

John Voelcker

created: July 14, 2025, 4:21 p.m. | updated: July 17, 2025, 9:25 p.m.

The cell plant at the Spring Hill complex is owned and operated by Ultium Cells, GM’s joint-venture battery company with LG Energy Solution. For its first two years, it will have to use LFP cells imported from another LG plant—potentially one in South Korea. Still, converting a plant—at an unspecified cost—to build LFP cells suggests they will be used in the lineup for a while. (GM EV sales have risen steadily for three quarters, suggesting those troubles might be in the past.) With Spring Hill now set to produce LFP cells, it seems likely LMR cells will come from the other Ultium Cells plant now in production—in Warren, Ohio.

1 week, 3 days ago: WIRED