Cell manufacturer

LG Energy Solution

operating

The largest non Chinese maker, and the one whose cells caused the Bolt recall.

At a glance

Country. South Korea
Founded. Incorporated December 2020 out of LG Chem, listed January 2022
Format. Pouch and cylindrical. No prismatic at scale
Status. Buying partners out rather than retreating. Took GM's Lansing stake in 2025 and Stellantis' Ontario stake in February 2026.

Chemistry

Nickel cobalt manganese aluminium, and iron phosphate.

Cell format

Pouch and cylindrical. No prismatic at scale.

In the United States

The broadest American manufacturing base of any cell maker.

Recalls and safety

The Chevrolet Bolt. Three stacked campaigns covering roughly every Bolt built, about 141,000 cars in the United States, after at least 13 fires. The defect was a torn anode tab and a folded separator present in the same cell.

Not confirmed. The Bolt is usually described as a Korean plant problem. It started that way, at LG's Ochang plant, and then GM found the same defects on other lines including cells from Holland Michigan. It was a process defect rather than one plant's. LG reimbursed GM 1.9 billion dollars in October 2021.

Vehicles using their cells

confirmed: Chevrolet Bolt
confirmed: Tesla Model 3 and Y Long Range built in Shanghai
confirmed: Porsche Taycan and Cayenne Electric
confirmed: Toyota Highlander EV from Lansing, 2027

Confirmed means an automaker or supplier statement, a filing, or a recall document named it. Reported means press or analyst claim only. Several automakers dual source, so one model can carry cells from more than one maker.

Plants

operating: Holland Michiganoperating
operating since August 2026: Lansing Michiganoperating since August 2026
operating: Ultium Warren Ohiooperating
operating: Ultium Spring Hill Tennesseeoperating, converted to iron phosphate for stationary storage
building. Spring 2026 was th: Queen Creek Arizonabuilding. Spring 2026 was the target and a start is not confirmed

Read 16 September 2026. Plant status is recorded as operating, building, announced, paused or cancelled, and is not softened.

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