Applications: EV

Western Automakers Restructure EV Strategies Towards Vertical Integration & Powertrain Flexibility

Re-aligning EV strategy to include new cathode

Focusing on hybrids and in-house production

Adopting a more flexible ‘multi-energyʼ approach

Focus on cost-cutting and leveraging MEB platform

Paused production of EVs at Factory Zero and stopped production of e-vans at the CAMI plant

Dissolving JV with SK ON “BlueOval SKˮ and halting Ford F150 Lightning

Removed pledge to sell 100% BEVs in Europe by 2030

Launching affordable EVs in the €25k mark starting in 2026

Diversifying EV powertrain mix to also include hybrids and EREVs - 50% by 2030

Adopting EREVs for larger e-SUVs and pickup trucks

Use LFP in lower range models and standardize battery packs

Retrofitting production lines at Samsung SDI plant in Indiana to include LFP Suspending phase 2 of a its NMCA battery materials plant expansion with POSCO in Becancour, Quebec Investing in LMR cathode production with long-time partner LGES to start in 2027

Source: Pivot Research, company announcements

Adopting the ‘Universal EV Platformʼ for more affordable BEV lines starting in 2027

Halted development a Chrysler mid-size EV and the RAM 1500 REV truck

Partnered with Renault for vehicles on the European market

Started production of B10 to e-SUV through partnership with Leapmoter in Europe

Launched BESS business that will have 20GWh of annual capacity by 2027

The NextStar Energy plant in partnership with LGES will include lines for LFP for BESS applications

Expected to introduce 15 new EV models by 2027 Plans in place to expand EV production in the U.S. NC KY, Thailand and Argentina

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