This is a link I've already posted re. Us factories pipeline
https://techcrunch.com/2023/08/16/tracking-the-ev-battery-factory-construction-boom-across-north-america/
BMW
In October 2022,BMW announced a $1.7 billioninvestment in the U.S. that would see its Spartanburg, South Carolina, plant readied for the production of EVs and the buildout of a battery assembly facility in nearby Woodruff. The automaker has not announced the production start date for the plant yet, nor which EVs will be produced there. BMW’s Spartanburg factory is currently where its sports utility and crossovers are built, including the X3, X4, X5, X6, X7 and XM.
BMW also partnered up with battery maker AESC (formerly Envision AESC) to invest additional funds in a battery cell plant in Florence, South Carolina (more on that in the AESC section). The AESC plant will produce BMW’s new sixth-generation round lithium-ion battery cells for Plant Spartanburg EVs. Groundbreaking on both the Woodruff and Florence facilities occurred in June.
Ford
In September 2021, Ford created a joint venture (JV) with South Korean battery maker SK On. The goal of the JV, called BlueOval SK, is to build three battery plants in the United States. Two are located in Kentucky; the third factory in Tennessee will be co-located with a Ford assembly plant, which will produce the automaker’s second-generation electric truck, code named Project T3.
Ford and SK On recently secured a $9.2 billion loan from the U.S. Department of Energy to help finance the construction of the three battery factories in Kentucky and Tennessee.
Ford is alsobuilding a lithium iron phosphate plantin Michigan. Chinese battery maker CATL is licensing its technology to Ford as a service provider on a contractual basis. That might change in the future, though, as Ford has now attracted the ire of House Republicans who areprobing the automaker’s relationshipwith the Chinese battery company.
Meanwhile in Canada,Ford said in Aprilthat it would turn its 70-year-old Oakville facility in Canada into an assembly plant for its next-gen EVs. The $1.34 billion (CAD $1.8 billion) upgrade will include a 407,000-square-foot battery assembly plant that will use cells and arrays from Ford’s Kentucky plant and turn them into packs. Those packs will then be installed into the EVs produced at the Oakville plant.
General Motors
General Motors aims to have three total battery plants in the U.S. through its joint venture with LG Chem, named Ultium Cells. That joint venture secured in December 2022 a $2.5 billion loan from the government to help fund its battery factory projects.
General Motors also announced aJV with Samsung SDIin April to build anew battery plant in the United States.
GM isn’t just focused on volume production. The automaker has alsopartnered with startup SolidEnergy Systemsin 2021 to build a prototyping facility in Woburn, Massachusetts. The goal was to build a high-capacity, pre-production lithium-ion battery this year.
“We continue to make progress on lithium-metal, both through our own labs and with outside collaborators. In fact, our R&D team, working with SES, has already demonstrated a 1,000 Wh/L lithium-metal battery with durability greater than 250,000 simulated test miles.”
Outside of the U.S., GM is working on taking control of battery materials supply chain, as well. The company partnered in March 2022 withSouth Korea’s Posco Chemicalto build a $400 million battery materials facility in Canada. The plant will produce cathode active materials.
Honda
In August 2022, Honda announced itsjoint venturewith South Korea’s LG Energy Solutions to supply the North American market with “pouch type” battery cells. The facility in Ohio will produce both cells and modules.
The automaker has also made strides to secure battery resource recycling channels and has agreements with businesses, including Ascend Elements, Cirba Solutions and Posco Holdings.
Honda’s engine plant in Anna, Ohio, is also in the process of being retooled to add production of casing for battery modules that will power Honda and Acura EVs made in Ohio.
Hyundai
In April 2023,Hyundai and SK On approved plansto set up a joint venture to build a $5 billion battery plant in Bartow County, Georgia. The following month, Hyundai and LG Energy Solution formed another JV to build a battery cell factory near Savannah, Georgia.
Mercedes-Benz
Mercedes-Benz opened a battery plant at its existing manufacturing facility in Alabama in 2022. That summer, the plant also became the production site for the automaker’s fully electric EQS SUV. The Alabama facility is also assembling the EQE SUV, with the Maybach EQS SUV to follow this year, according to a spokesperson from the company.
Mercedes is also working withSila, a next-gen battery materials company, to incorporate Sila’s battery chemistry into batteries as an option for buyers of the upcoming G-Class. Sila replaces the graphite in a battery cell with silicon and is in the process of scaling up at its newWashington state facility. The companies are targeting mid-decade for a range-extended version of the G-class.
Rivian
Rivian hasn’t outright committed to building its own batteries in North America. The company is hoping to build amassive EV production facilityin Georgia, which might include a cell manufacturing facility, but also might not. Rivian hasn’t confirmed.
A spokesperson told TechCrunch the company expects a formal groundbreaking on the Georgia EV facility later this year or early next, with start of production slated for 2026.
Stellantis
Stellantis and Samsung SDI commenced construction on their joint venture EV battery facility in Indiana in March 2023. The plan for the factory is to produce both lithium-ion cells and modules.
The company announced in July 2023 it wouldbuild a second battery factorywith Samsung, which will open in early 2027. In October,Stellantis shared more details. The second factory in Indiana is scheduled to open in 2027.
Stellantis, which includes brands Alfa Romeo, Chrysler, Jeep and Ram, had announced a joint venture with LG in 2021 to build a North America factory with an annual capacity of 40 GWh. In March 2022, the two companies announced a binding agreement to invest (CAD $5 billion) $3.7 billion to produce cells and modules at a manufacturing plant inWindsor, Ontario, Canada.
Tesla
Since beginning production at Gigafactory Nevada in 2017, Tesla says it has produced 7.3 billion battery cells and 1.5 million battery packs, which provide about 39 GWh capacity annually, according to Panasonic.
Tesla in Januaryannounced plans to invest billions more into the Nevada factory to include a new 4680 cell factory with capacity to produce enough batteries for 1.5 million light duty vehicles annually. The 4680 cells, which were designed by Tesla and revealed at Battery Day 2020, are meant to reduce battery cost by over 50%. Tesla has been trying to get the cells to volume production over the last few years but has run into roadblocks.
At the start of 2023, Tesla also laid out plans toexpand its existing Gigafactory Austinto include battery cell testing and the manufacture of cathode and drive units.
There have also beenreportsof an extension to Tesla’s Fremont, California, manufacturing facility to support the production of the 4860 cell technology. The automaker has shared few details on that extension.
Globally, Tesla also planned to produce batteries at its Giga Berlin factory. While it appears that the facility is currently in operation, it’s at a lower level than was initially expected. The factory is currently producing individual battery components, but not cells and modules. That work has been sent to Giga Austin instead, likely as a result of the IRA incentives.
Toyota
Toyota’s plannedbattery plant in North Carolina, initially announced in 2021, will produce both cells and modules, according to the company. In late October 2023, Toyota announced that it wouldinvest billions moreinto the factory. When it comes online, it’ll have 10 production lines to support both hybrid and EVs.
The Japanese automaker is also building a battery lab at its North American research and development headquarters in Michigan, where it can develop and evaluate the quality of its EV batteries. The $48 million lab is expected to begin operations in 2025, and it will support the company’s manufacturing at factories in North Carolina and Kentucky.
Volkswagen
In July 2022, Volkswagen set up a separate battery company, PowerCo SE, to build batteries for its upcoming EVs. Since its launch, the company has decided on the location of three cell factories: Two in Europe (Salzgitter, Germany, and Valencia, Spain) and one in North America (St. Thomas, Canada). PowerCo expects to generate an annual revenue of over 20 billion euros by 2030.
While VW’s battery factory is in Canada and not technically in the U.S., it should still be eligible to receive Inflation Reduction Act incentives.
Volvo
Volvo has abattery assembly factoryin Charleston, South Carolina, but the automaker does not manufacture batteries or battery components there. Volvo would not confirm any other plans it has for battery production in North America.
Battery manufacturers building in North America
AESC
AESC (formerly Envision AESC) is a Japanese battery technology company that will have three U.S. facilities before the end of the decade. The company’s Tennessee plant has been in operation for some time. AESC broke ground at its Kentucky and South Carolina plants in August 2022 and June 2023, respectively.
Gotion
Gotion Inc. first announced its intent to build a battery factory in Michiganin October 2022. The factory, which secured $175 million in state funds in April 2023, will build both cathode and anodes that could be used for both EVs and solar generators, according to a spokesperson from the company.
In September, Gotion also announced plans to set up a second battery manufacturing plant in Illinois. The company is on the receiving end of state incentives valued at $536 million and expects to receive tax benefits totaling $213 million over $30 years, as long as Gotion invests a minimum of $1.9 billion and the creation of thousands of well-paid jobs.
Gotion is headquartered in Silicon Valley, but it’s owned by Gotion High-Tech, which is a Chinese company.
LG Energy Solution
South Korea’sLG Energy Solutionsupplies EV batteries to automakers like Tesla, Lucid Motors and Proterra. The battery maker has joint ventures to build battery factories with General Motors, Honda and Hyundai, as well as one with Stellantis in Canada that’s currently on hold.
In March 2023, LG said it would quintuple the capacity of its existing lithium-ion cell plant in Michigan, which was built in 2010. LG’s Holland factory makes large polymer battery cells, or pouch type cells, and packs for EVs. The expanded plant will produce new long cell design batteries, which LG says should add more range, better storage, and a more simplified pack structure.
The battery maker also said it wouldquadruple its planned investmentin a new factory in Arizona to $5.5 billion, a large portion of which will be dedicated to EV battery production. The complex will havetwo manufacturing facilities— one dedicated to cylindrical batteries for EVs and another for lithium iron phosphate pouch-type batteries for energy storage systems.
Most recentlyLG announced a building spree in North America, with plans to spend up to $17 billion through 2025 on constructing a total of eight factories (two of which are already operational) with more than 300 GWh capacity. While the remaining six plants are at various stages on the way to production, LG has not shared specific details.
Northvolt
Northvolt, a Swedish producer of lithium-ion batteries, announced in late September its plans to open its first gigafactory in North America. The company had reportedly been evaluating between North America or Germany for its next gigafactory, and the former won out due to the incentives in the IRA.
The project is expected to cost just over $5 billion, with Northvolt bringing in $3.2 billion and local and federal governments each contributing $1 billion. The expansion is off the back of a$1.2 billion raise, backed by BlackRock.
Northvolt told TechCrunch it has an “offtake agreement with an anchor customer,” meaning a buyer for its cells, which the company will announce in the coming weeks.
Our Next Energy
Battery startup Our Next Energy (ONE) announced plans in October 2022 to build a gigafactory in Michigan devoted to lithium-iron-phosphate cells, AKA LFP batteries. The facility will include raw material refinement, cathode materials production, and cell and battery manufacturing.
To that end, the company recentlyraised a $300 million Series Bto help get it to production.
Panasonic
Panasonic said in July 2022 that it plans to build the world’slargest EV battery plant, a $4 billion factory in Kansas that will manufacture and supply lithium-ion batteries to EV makers. The facility in De Soto, Kansas, will be Panasonic’s second EV battery plant in the U.S. after the Panasonic Energy of North America (PENA) facility in Sparks, Nevada, which operates inside Tesla’s Nevada Gigafactory and supplies the EV maker with batteries.
Panasonic said in June that it plans to expand production at PENA by 10% within three years. In May, the Japanese company said it would buildat least two new factoriesfor the production of Tesla 4680 battery cells in North America by 2030. Panasonic aims to choose its next production site during the third quarter of 2024.
SK Battery America
South Korean battery manufacturer SK On has created joint ventures to develop batteries with Ford and Hyundai. The company’s U.S. subsidiary, SK Battery America, has its own plans.
SK Battery America has invested $2.6 billion into two manufacturing plants in Jackson County, Georgia, and reached mass production in early 2022.
Redwood Materials
Battery recycling startup Redwood Materials says itsupcoming battery materials campusin South Carolina will recycle, refine and remanufacture cathode and anode materials such as nickel, cobalt, lithium and copper. The company won’t be producing cells or modules, but it will provide a domestic supply source to battery makers that are.
Redwood said its SC plant has the capacity to expand to 400 GWh, but that would require several billion dollars more of investment. The company hasn’t yet broken ground on the site, according to a spokesperson.
Redwood also has a northern Nevada plant that produces anode copper foil.
Earlier this year, the startup received a$2 billion loan from the DOEto help it boost its recycling goals.
