Finding
LG Energy Solution is the largest EV battery maker outside China and is turning its North American capacity toward LFP grid storage as EV demand there slows
SNE Research counted 108.8 GWh of LGES EV batteries installed in 2025, 9.2% of the market and third behind CATL and BYD. In July 2025 LGES signed a $4.3 billion LFP storage-cell supply deal widely reported to be with Tesla, and in February 2026 it took full ownership of the NextStar Energy plant in Windsor from Stellantis.
On the EV side LGES makes high-nickel NCMA pouch cells for GM through Ultium Cells in Warren, Ohio and Spring Hill, Tennessee, for Hyundai and Kia through the Georgia joint venture, and for Ford, Volkswagen, Renault and Volvo from Wroclaw, Poland; 2170 and 46-series cylindrical cells for Tesla, Lucid and Rivian; and lithium-manganese-rich prismatic cells it is developing with GM. Mercedes-Benz has signed for 46-series cells. Its customers are mostly Western and Korean automakers that want cells without Chinese ownership.
That positioning matters most in storage. US tariffs and the prohibited-foreign-entity rules make Chinese LFP cells costly for American grid projects, and LGES's Holland, Michigan plant began LFP storage-cell production in 2025, with Lansing and Queen Creek following. LGES Vertech, its system integrator, sells complete containers. As a US producer LGES earns the advanced-manufacturing production credit, which the 2025 budget law kept for non-Chinese manufacturers.
Deployments
Where LGES platforms are deployed
Named deployments are examples, not a complete customer list.
| Deployment class | LGES platform | Named deployments | Compliance touchpoints |
|---|---|---|---|
| Passenger EVs | NCMA pouch; 2170 and 46-series cylindrical | GM (Ultium Cells), Hyundai and Kia, Honda, Ford, Volkswagen, Renault, Volvo, Tesla, Lucid, Rivian | Battery passport, carbon footprint, US credit sourcing |
| Commercial and fleet EVs | NCMA pouch | Ford E-Transit; GM electric vans and trucks | Transport, replacement-pack logistics |
| Off-road and heavy equipment | Pouch and cylindrical packs | Supplier usually undisclosed by equipment makers | Safety certification, decommissioning |
| Grid storage (BESS) | LFP storage cells; LGES Vertech systems | Tesla storage supply deal; US utility projects integrated by LGES Vertech | UL 9540A, NFPA 855, interconnection |
| Home storage | RESU | Residential systems sold through solar installers | Product safety, take-back |
Products
LGES platform lineup
| Platform | Chemistry | Format | Use |
|---|---|---|---|
| High-nickel pouch | NCMA | Pouch | Long-range EVs (GM, Hyundai, Ford) |
| 2170 cylindrical | NCM, NCA | Cylindrical | Tesla, Lucid |
| 46-series | NCM | 4680 and 4695 cylindrical | Rivian, Mercedes-Benz, others |
| LMR prismatic | Lithium-manganese-rich | Prismatic | GM trucks and SUVs, in development |
| LFP storage cells | LFP | Pouch and prismatic | Grid storage |
| LGES Vertech | LFP | Containerized systems | Utility and commercial storage |
Compliance
Battery compliance by deployment class
LGES ships to both EU and US regulated markets, where most of these duties sit.
| Obligation | What triggers it | Where | Guide |
|---|---|---|---|
| Battery passport | EV, light-vehicle and industrial batteries above 2 kWh placed on the EU market from February 18, 2027 | EU Battery Regulation (EU) 2023/1542 | BatteryPassportGuide |
| Carbon footprint declaration | EV batteries, followed by performance classes and recycled-content targets | EU Battery Regulation | BatteryPassportGuide |
| Supply-chain due diligence | Cobalt, lithium, nickel and natural graphite sourcing; obligations postponed to 2027 | EU Battery Regulation | BatteryComplianceGuide |
| Transport | UN 38.3 tests; UN 3480 and 3481 shipping for cells, modules, packs and containerized systems | Global (IMDG, IATA, ADR, 49 CFR) | BatteryComplianceGuide |
| Stationary storage safety | UL 9540 and UL 9540A testing, NFPA 855 siting, IEC 62933; fire-code permits | US, global | BESS-Guide |
| Producer responsibility | Take-back, collection and recycling financing for whoever first places the battery on the market | EU, several US states, China | BatteryComplianceGuide |
| US production credit | Section 45X advanced-manufacturing credit for cells and modules made in the US; foreign-entity limits on inputs | US | BatteryComplianceGuide |
Sources
Sources and scope
- Scope
- LG Energy Solution Battery Platforms
- Sources
- SNE Research via CnEVPost (February 2026); LG Energy Solution releases and filings (2025-2026); Stellantis on NextStar (February 2026); EU Battery Regulation (EU) 2023/1542; IRS Section 45X
- Updated
- October 2026