Finding
LG Energy Solution ranked third worldwide in 2025 with 108.8 GWh of EV battery installations, 9.2% of the market, behind CATL and BYD.
It is the largest non-Chinese battery maker. In North America it runs its own plants in Michigan and Arizona plus joint ventures with GM, Hyundai, Honda and Stellantis.
LG Energy Solution was spun out of LG Chem in December 2020 and listed on the Korea Exchange (373220) in January 2022 in Korea's largest IPO. LG Chem still owns about 80% and supplies cathode material. The company makes pouch cells for most of its automaker customers, cylindrical cells for Tesla, Lucid and Rivian, and LFP cells for storage.
The US business changed course in 2025. GM's EV cutbacks idled lines at the Ultium Cells joint venture, and GM sold its share of the unfinished Lansing plant to LG Energy Solution. LG Energy Solution started mass production of LFP storage cells in Holland, Michigan in mid-2025 and signed a $4.3 billion LFP supply contract, widely reported to be with Tesla. Ultium's Spring Hill plant is being converted to LFP, and GM and LG Energy Solution plan lithium manganese-rich (LMR) prismatic cells for GM trucks from 2028.
Outside the US, Nanjing is the largest site and supplies Tesla's Shanghai plant as well as exports; Wroclaw is the largest battery plant in Europe and supplies Volkswagen Group, Renault, Ford and others. In Europe and China it competes directly with CATL, BYD, CALB and Gotion on LFP, the chemistry where Korean makers started late.
Plants
Plants and factories
Joint ventures are listed with the partner named.
| Plant | Location | Products | Status |
|---|---|---|---|
| Ochang | North Chungcheong, South Korea | Pouch and cylindrical cells; mother plant | Operating |
| Nanjing | Jiangsu, China | Pouch and cylindrical cells | Operating |
| Wroclaw | Lower Silesia, Poland | Pouch cells for European automakers; LFP storage lines added | Operating |
| Holland | Michigan, US | LFP cells for energy storage | Operating; storage cells since 2025 |
| Queen Creek | Arizona, US | 46-series cylindrical EV cells and LFP storage cells | Under construction |
| Lansing | Michigan, US | Former Ultium Cells plant, bought from GM | Being repurposed |
| Ultium Cells Warren | Ohio, US | NCMA pouch cells; joint venture with GM | Operating |
| Ultium Cells Spring Hill | Tennessee, US | NCMA pouch cells; LFP conversion under way | Operating |
| HL-GA Battery | Bryan County, Georgia, US | Pouch cells; joint venture with Hyundai Motor Group | Start slipped to 2026 |
| L-H Battery | Jeffersonville, Ohio, US | Pouch cells; joint venture with Honda | Starting production |
| NextStar Energy | Windsor, Ontario, Canada | Pouch EV cells and storage cells; joint venture with Stellantis | Operating |
| HLI Green Power | Karawang, Indonesia | Pouch cells; joint venture with Hyundai Motor Group | Operating since 2024 |
Battery
Battery cells and lines
Deployment by sector is on the LG Energy Solution Battery Platforms index; chemistry background on EV Battery Chemistries.
| Chemistry | Format | Main uses | Notes |
|---|---|---|---|
| NCM and NCMA (high nickel) | Pouch | GM, Hyundai, Volkswagen Group, Ford, Renault | Core EV product |
| High-nickel cylindrical | 2170 and 46-series | Tesla, Lucid, Rivian, Mercedes-Benz | 46-series lines in Ochang and Arizona |
| LFP | Pouch (cell-to-pack) and prismatic | Energy storage; Renault EVs | US storage production since 2025 |
| Lithium manganese-rich (LMR) | Prismatic | GM full-size trucks and SUVs | Planned for 2028 |
| Materials | Upstream | Cathode from LG Chem and POSCO Future M | Long-term lithium and graphite contracts; see Lithium Refining |
Products
Products
| Product | Type | What it does |
|---|---|---|
| Pouch EV cells | NCMA pouch | High-energy cells for GM Ultium-based and other EV packs |
| Cylindrical EV cells | 2170 and 46-series | Cells for Tesla, Lucid, Rivian and Mercedes-Benz programs |
| LFP cell-to-pack pouch | LFP pouch | Lower-cost EV packs; first customer Renault |
| LFP storage cells | LFP prismatic and pouch | Cells for utility and commercial BESS |
| LG Energy Solution Vertech | BESS integrator | Containerized LFP systems, controls and long-term service (US) |
| RESU | Home battery | Residential storage paired with rooftop solar |
OEM customers
OEM customers and programs
Representative programs only.
| Customer | Programs | Supply |
|---|---|---|
| General Motors | Chevrolet, GMC and Cadillac EVs | Ultium Cells pouch; LFP and LMR next |
| Hyundai Motor Group | E-GMP models; HMGMA | Pouch cells; HL-GA and HLI joint ventures |
| Honda | Ohio-built EVs | L-H Battery joint venture |
| Stellantis | North American EVs | NextStar Energy joint venture |
| Tesla | Shanghai-built cars; energy storage | 2170 cells; LFP storage cells (reported) |
| Volkswagen Group | MEB and PPE models | Pouch cells from Wroclaw |
| Ford | Mustang Mach-E, E-Transit (Europe) | Pouch cells from Wroclaw |
| Renault | European EVs | LFP cell-to-pack pouch |
| Rivian | R2 | 46-series cylindrical cells from Arizona |
| Mercedes-Benz | US and European EVs | 46-series cylindrical cells |
| Customer list will be fed from the battery dataset | ||
Beyond vehicles
Robots, autonomy and energy
| Program | Area | Status |
|---|---|---|
| Grid storage cells | Battery energy storage | LFP cells from Holland, Michigan, Wroclaw and NextStar |
| Vertech | BESS integration | US utility and commercial projects |
| RESU | Home storage | Sold through solar installers in the US, Europe and Australia |
Partners
Suppliers and customers
| Partner | Role | Relationship |
|---|---|---|
| LG Chem | Parent and supplier | Majority owner; cathode material |
| POSCO Future M | Supplier | Cathode material |
| General Motors | Joint venture partner | Ultium Cells; LMR development |
| Hyundai Motor Group | Joint venture partner | HL-GA Battery and HLI Green Power |
| Honda | Joint venture partner | L-H Battery, Ohio |
| Stellantis | Joint venture partner | NextStar Energy, Ontario |
| Toyota | Customer | US cell supply agreement |
| Lucid | Customer | Cylindrical cells |
Sources
Sources and scope
- Scope
- LG Energy Solution
- Sources
- SNE Research via CnEVPost (February 2026); LG Energy Solution filings and releases; GM releases (Ultium, Lansing, LMR); Reuters
- Updated
- October 2026