LG Energy Solution has started cell production at its $2 billion Lansing, Michigan plant, a site originally planned as a GM joint venture before GM sold its stake in December 2024. The facility, which received roughly $600 million in Michigan state incentives, now makes NMC cells for Toyota's 2027 Highlander EV and LFP cells for grid storage customers including DTE Energy and Consumers Energy. Tesla is the largest customer, with a $4.3 billion deal for LFP prismatic cells destined for the Megapack 3, with dedicated Lansing production lines starting in 2027. More than 900 people currently work at the 226-acre site, with output expected to exceed 35 GWh annually and staffing to reach 1,700 at full scale.
Questions this post answers
Who is supplying battery cells for Tesla's Megapack 3?
LG Energy Solution has a $4.3 billion agreement to supply LFP prismatic cells for Tesla's Megapack 3, which is built in Houston. Dedicated production lines for this supply deal at LG's Lansing, Michigan plant are due to start in 2027. Track battery supply chain shifts shaping EV and energy storage manufacturing on daily.dev.
What happened to GM's Ultium Cells joint venture plant in Lansing, Michigan?
GM sold its stake in the Lansing battery plant to LG Energy Solution in December 2024 and dropped its plans to build electric cars there, after the project was originally planned as a $2.6 billion Ultium Cells joint venture. GM had accepted around $600 million in Michigan state incentives in 2022, and that funding transferred to LG along with the building. Follow how EV manufacturing pivots reshape battery supply deals on daily.dev.
Which automaker will use battery cells from LG's Lansing, Michigan plant?
Toyota will use nickel manganese cobalt cells from LG Energy Solution's Lansing plant for its 2027 Highlander EV, which Toyota assembles in Georgetown, Kentucky. The plant also produces lithium iron phosphate cells for grid storage customers like DTE Energy and Consumers Energy. Keep up with which automakers rely on which battery suppliers via daily.dev.