LG Energy Solution Binds $4.3B Tesla Pact to Grid Storage
The 5.94 trillion won Michigan contract will supply lithium iron phosphate cells for Megapack units from 2027, with no electric…
Company watch
All companies →General Motors
Every EAB briefing that touches General Motors — capital spending, plants, M&A, earnings and policy exposure. 20 briefings.
- First seen
- August 28, 2026
- Latest
- October 10, 2026
- With a linked document
- 19 of 20
- Subject of the briefing
- 6
- Named as exposed
- 14
- Desks
- Batteries & EV (14), Energy & Minerals (3), Trade & Policy (2), Semiconductors (1)
LG Energy Solution beats profit views on grid battery orders
Operating profit jumped 25.7% to 756 billion won as stationary energy storage lines ran at capacity in North America, more than…
LG Energy Solution secures 240,000 tons of Canadian lithium from Elevra
The four-year binding offtake agreement provides battery feedstock for 700,000 electric vehicles while satisfying United States…
LG Energy Solution pays supplier 10B won for Lansing changes
The battery maker settled a six-month dispute with Jayce Robotics, covering higher tooling costs after modifying prismatic lines…
China Delays Rare Earth Export Controls in U.S. Trade TruceMembers
Beijing and Washington agreed to extend waivers on critical mineral licensing to Jan.
MP Materials begins shipping non-China magnets to GM plantsMembers
The Fort Worth facility will supply 1,000 metric tons of finished NdFeB magnets annually for 500,000 electric vehicles under a…
LG Energy Solution clarifies $4.3B Tesla energy storage deal
The 5.94 trillion won pact signed in 2025 provides Michigan-made lithium iron phosphate cells for Tesla Megapack 3 units rather…
Korean cathode makers pivot to LMR to halt Chinese LFP gains in EVs
South Korean materials firms accelerate cobalt-free chemistries after non-China market share for domestic cell producers slid…
CATL widens global EV battery lead to 39.4% as Korean share slips
Seven Chinese producers took 73.3% of global volume through August, while North American delivery drops dragged LG Energy…
Ultium Cells to build first prismatic LMR battery line in US
The $1 billion joint venture upgrade in Tennessee pivots LG Energy Solution and General Motors toward high-manganese cells to…
Samsung SDI restarts Synergy Cells investment for 2028 ramp
The battery maker will deploy part of a 4.45 trillion won cash reserve to retool the Indiana plant for energy storage systems…
China Rare Earth Group seeks control of Shenghe Resources
A potential buyout would give Beijing indirect exposure to the sole operating American rare earth mine alongside the Pentagon, MP…
US and Japan weigh $19 billion GlobalFoundries fab under tariff pact
Washington and Tokyo review funding for a US logic chip factory operated by GlobalFoundries as part of Japan's $550 billion…
Samsung SDI buys GM stake in Indiana battery venture for ESS
The Korean cell maker will absorb General Motors' 49.99% stake in the 27 GWh facility and tap 4.45 trillion won from an affiliate…
GM and Stellantis weigh Korean auto parts suppliers amid China risks
Detroit automakers held over 200 sourcing meetings with 61 Korean component vendors as supply chain derisking pressures mount…
LG Energy Solution curbs gas in LMR cells for 2028 vehicles
Tests on 40-ampere-hour vehicle cells showed 92.2% energy retention after 883 cycles by adjusting operating voltages and lowering…
LG Energy Solution details $4.3B Tesla battery supply for US energy storage
The South Korean battery maker will produce lithium iron phosphate cells at its Lansing plant to supply Tesla Megapack 3 units,…
Korean cathode makers automate single-crystal calcination lines to secure yields
POSCO Future M, EcoPro BM, and LG Chem deploy enclosed roller hearth kilns and automated material transfer to protect high-nickel…
Battery makers widen aerogel sheet adoption as EV thermal propagation rules tighten
Stringent fire safety mandates in China, Europe, and the United States push automakers and cell suppliers toward thin silica…
Posco Holdings starts direct lithium extraction test runs for Korean cathode lines
The continuous brine-to-hydroxide loop links Argentine extraction to Gwangyang refineries to supply non-FEOC battery materials to…