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

General Motors has just announced its latest and likely final piece in what now appears to be a three-pronged cell-chemistry strategy to power GM’s lineup of a dozen EVs through the end of the decade and beyond.

GM has stated today it will build low-cost lithium iron phosphate (LFP) battery cells in Spring Hill, Tennessee, starting in late 2027. Conversion of cell lines to produce that chemistry will begin later this year. 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. A GM assembly plant in the same complex builds the Cadillac Lyriq and Acura ZDX

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