Status
Under construction: Phase 1 still under construction, start expected 2026
Product: NCMA. Capacity: 30 kt/yr (Phase 1 nameplate).
GM-POSCO Future M joint venture; the North American CAM plant tied most directly to an automaker.
Customers and offtakers: GM (Ultium Cells).
Plant record
Plant record
| Company | Ultium CAM (GM and POSCO Future M) |
| Plant | Becancour CAM Plant |
| City | Becancour |
| State or province | Quebec |
| Country | Canada |
| Stage | CAM |
| Chemistry or product | NCMA |
| Capacity (kt/yr) | 30 |
| Capacity basis | Phase 1 nameplate |
| Status | under construction |
| Status note | Phase 1 still under construction, start expected 2026; phase 2 and the precursor plant paused indefinitely (October 2025) |
| Scale | commercial |
| Start year | 2026 |
| Customers and offtakers | GM (Ultium Cells) |
| Geopolitical exposure | LOW |
| Record updated | 2026-10 |
Official site: poscofuturem.com
In context
Where it fits
Listed in Cathode Active Materials; owner profile: General Motors. Cathode plants are compared on stage (chemical, precursor or finished CAM), chemistry, capacity and qualified customers; a plant qualified for one chemistry and one cell maker is not interchangeable supply.
| Plant | Country | Status |
|---|---|---|
| Candiac LFP Plant (Nano One Materials) | Canada | operational |
| Fort Saskatchewan Refinery (Sherritt International) | Canada | operational |
| Sarnia Precursor Plant (Toda Advanced Materials) | Canada | operational |
| Long Harbour Nickel Refinery (Vale Base Metals) | Canada | operational |
| Ontario Cobalt Refinery (Electra Battery Materials) | Canada | under construction |
| Becancour Lithium Hydroxide Plant (Rio Tinto (Nemaska Lithium)) | Canada | under construction |
| Clearwater Project (E3 Lithium) | Canada | announced |
| EcoPro Canada (EcoPro BM) | Canada | paused |
Sources
Sources and scope
- Scope
- Becancour CAM Plant (Ultium CAM (GM and POSCO Future M))
- Sources
- ElectronsX cathode dataset; company disclosures and filings
- Updated
- 2026-10