VFBATTERY REPORT

Industry Value Chain

Pages 21–49 (29 pages)

Battery Report 2025, page 38: Industry Value Chain
Text on page 38

New Plant Openings & Agreements Outside of China

Began mass production at a plant with 32 GWh EV) of capacity in Kansas Auto partner: Multiple

Began mass production at its 49.5 GWh ESS EV plant in Ontario Auto partner: Stellantis

New plant 12GWh plant in Sunderland, UK, commenced operations Auto partner: Nissan

Opened first phase of a plant in Germany with an initial capacity of 20 GWh Auto partner: VW

Signs a $2 billion supply agreement with LGES Lansing plant for NMCA

Expanded Michigan plant to include production of LFP battery packs for ESS

Restructuring with existing and new investors keeping 80% of workforce

Acquired a 49% stake solid-state battery joint venture with SAIC

Launched a battery plant in India with an Initial capacity of 1.5 GWh

Launched battery plant in France with an Initial capacity of 16 GWh

Source: Panasonic; Nextstar; Envision AESC; PowerCo; Toyota; LG Energy Solution; CustomCells; Hasco; Neuron; Verkor

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

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