Industry Players & Movement

Austin Gigafactory Scaling

BYD

$770M investment for additional capacity

Speculated partnership with BYD to supply “Blade Batteries” for Model Y

Texas Lithium Refinery

Partnership

Lincoln Tech

Investment

Partnering with technical school Lincoln Tech to train the next generation of EV technicians

Refinery in Corpus Christi for battery grade lithium

Cathode Production Permit to extend Gigafactory Austin for cathode production

Talon Metals 6-year, 75 kilotons total of Ni concentrate supply

GM Energy

$50B Investment Pledge

New business unit dedicated to energy and infrastructure needed to enable EV’s

Investment

Plant Upgrades $7B for plant upgrades and development for EVs

Planned EV investments through 2026

Investment

Cavnue

Queensland Pacific Metals

$130M Series A led by Ford for autonomous road building technology

$69M investment to secure Ni and Co

Pilot and EVgo

CATL

Addition of 2,000 charging stations across 500 locations

LFP prismatic cells for Mach-E and F-150 Lightning

Ultium

Partnership

Ohio Assembly Plant $1.5B to develop new EV for 2025 launch

$2.5B loan from DoE to expand LGES/GM Ultium battery production

60 GWh of Battery Supply

Partnership

Contracts with CATL, LG Chem, and SK Innovation to support 600k EV’s/year

LG Chem CAM

ECOPRO BM

LG Chem to provide more than 950 kilotons of CAM over eight years

$700M investment in cathode plant with SK On and EcoPro BM

Industry: Industry Movement

Volta Foundation

Extracted from the PDF; charts and images may read imperfectly.