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NewsLG Chem secures lithium supply in North America with Piedmont deal
LG Chem has signed a supply and investment deal with Piedmont Lithium for the supply of spodumene, enabling it to extract enough lithium to make batteries for 500,000 EVs
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News
LG and Honda formalise joint battery venture for North American supply
Honda has become the latest in a string of OEMs to tie up a joint venture with LG Energy Solutions for EV battery supply in North America.
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News
US DoE announces $2.5 billion loan to accelerate Ultium Cells plants
GM’s battery joint venture with LG Energy Solution – Ultium Cells – is getting a production boost from a $2.5 billion loan from the US Department of Energy
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News
Europe needs to take charge of its battery supply chain
There needs to be a concerted effort to build more gigafactories in Europe and secure the lithium battery supply chain for the future of regional EV production, according to speakers at this autumn’s Future Mobility roundtable hosted by Kuehne + Nagel
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Article
Strategies for a sustainable US auto sector
Cleaning up the finished vehicle is a priority for meeting climate targets and that includes cleaning up the supply chain and logistics supporting localised production of EVs, which is what the Inflation Reduction Act aims to do
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US reassures Korea over Inflation Reduction Act tensions
Vice President Kamala Harris has reassured Korean leaders that battery supply chains will not be punitively affected by tax credits in the Inflation Reduction Act.
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Article
Honda joins GM, Stellantis in US battery joint ventures with LG
After announcing a partnership with GM to use its Ultium platform and Sony to build future EVs, Honda will now partner with LG to make batteries in the US
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Article
Lithium-ion battery gigafactory database
Track electric vehicle lithium battery gigafactories by manufacturer, location, manufacturer, current and planned gigawatt (GWh) capacity.
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News
Car industry looks for more vertical integration to avoid risk
BMW, Tesla and Volkswagen Group are among the vehicle makers taking a vertical approach to integration as a means to secure supply of crucial components in the face of continued disruption
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News
Local battery production promises to re-industrialise Europe
Localising lithium-ion battery production in Europe through greater vertical integration does not just promise a more secure battery supply chain. It could play a major role in the industrial salvation of a market that has lost its competitive footing against stronger Asian rivals in the race to a more sustainable future of mobility. What is needed to make good on that promise is strong collaboration amongst the companies involved in securing the future of electric vehicle production.
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News
Stellantis and LG to form EV battery joint venture in US
Stellantis and LG Energy Solution have signed a memorandum of understanding (MoU) to establish a joint venture plant to produce battery cells and modules for the North American automotive market. The move is part of the carmaker’s aim to make 40% of the cars it sells in the US electric by 2030, in line with the aims of the US government.
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GM extends shutdown to deal with batteries and Bolt recalls
GM has extended the temporary closure of its Orion plant in Michigan while it deals with battery supply issues for Chevy Bolt EV and works on recall repairs
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Bolt battery fires add to GM’s production problems
Following a spate lithium battery fires affecting the Chevrolet Bolt EV, GM has extended the closure of its Orion assembly plant, which joins a number of other lengthy closures in North America because of semiconductor shortages
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Article
Clarity drives focus in the battery supply chain
The increasing demand from the automotive industry for lithium battery materials could be the next big disruption unless OEMs adopt better risk and contingency analysis says Rekha Menon-Varma, co-founder and managing partner at Vertaeon
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Analysis
EV battery supply chains on the move
As electric vehicles become serious business for OEMs, they are reassessing their battery supply and manufacturing bases, putting their eggs in multiple baskets and taking more control of the process.
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OEM and lithium-ion battery cell supplier database
Keep up with changing supplier relationships between electric vehicle manufacturers and battery cell suppliers in this database.
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Electric vehicle battery supply chain analysis 2021: How lithium-ion battery demand and production are reshaping the automotive industry
Download this report for forecasts of lithium-ion battery demand, analysis of battery cell factories and insight on EV battery manufacturing and sourcing.
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News
Battery makers settle legal dispute over supply to US
LG Energy Solution and SK Innovation are settling their legal dispute relating to EV battery supply in the US and South Korea.
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German carmakers race to secure European battery cell production
The millions of electric vehicles being produced also need millions of batteries. But where do the German manufacturers source their cells from?
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SK Innovation banned from the US for 10 years following LG lawsuit
The US International Trade Commission has imposed a 10-year ban on SK Innovation for the importation, domestic production and sale of electric vehicle batteries within the US because of intellectual property theft from rival LG Chem. It is a tough sentence, but perhaps unsurprising given the context of the global push to electrification.
