LG Energy Solution will use the Lansing, Michigan, plant it recently acquired from General Motors to manufacture batteries for Toyota, sources say.
Previously, LG Energy Solution planned to produce Toyota batteries at its Holland, Michigan, plant. However, the company has now shifted Holland’s focus to manufacturing energy storage system (ESS) batteries instead.
In Arizona, LG Energy Solution’s plant will now produce 46-series cylindrical batteries instead of ESS batteries.
Earlier this week, the South Korean battery maker announced it would fully acquire Ultium Cells Factory 3, its joint venture with General Motors, for 3 trillion won. The Lansing plant was initially set to produce batteries for GM, but the automaker adjusted its production plans due to slowing electric vehicle sales.
LG Energy Solution will begin producing pouch batteries for Toyota in Lansing between 2026 and 2027, with a planned capacity of 40GWh, depending on demand. One production line at the facility will still be dedicated to ESS.
In Holland, two of the plant’s three wings were originally intended for Toyota battery production. However, the third wing has been canceled, and the second wing’s three production lines will now produce ESS batteries, with a capacity of 17GWh of lithium iron phosphate (LFP) batteries per year.
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