Cell manufacturer
SK On
operating
Its American joint venture with Ford was dissolved in December 2025, and the two split the plants between them.
At a glance
- Country. South Korea
- Founded. Spun out of SK Innovation
- Format. Pouch
- Status. The only top ten maker shrinking, down 9.8 percent. Merged with SK Enmove in November 2025 alongside a large capital raise.
Chemistry
High nickel NCM. Iron phosphate announced, not in mass production.
Cell format
Pouch.
In the United States
Substantial, and being restructured.
Recalls and safety
No cell recall found.
Not confirmed. The February 2023 F-150 Lightning stoppage was a production hold, not a recall. The actual recall that March predates joint venture production.
Vehicles using their cells
- confirmed
- Ford F-150 Lightning, now discontinued
- confirmed
- Volkswagen ID.4 for the US market
- confirmed
- Hyundai and Kia models at group level
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
- Commerce Georgiaoperating, but cut 958 jobs, 37 percent, in March 2026
- operating since June 2026
- Bartow County Georgia with Hyundaioperating since June 2026
- operating. Plant 2 is built
- Glendale Kentucky plant 1operating. Plant 2 is built and idle
- building
- Stanton Tennesseebuilding, delayed to 2027 or 2028
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