GM organizes US-based battery development to reduce reliance on China



09/15/2026 3:32 AM


US automotive manufacturer General Motors intends to create next-generation battery cells. The firm believes this decision will decrease US reliance on China while also boosting the amount of materials obtained locally.



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Kurt Kelty, GM’s vice president of battery technology and sustainability, informed CNBC that they are organizing their supply chain to be completely localized within the country in the next two to three years. "Our objective is to penetrate the market with a dependable local supply of components."

He is mainly referring to battery cells that the car manufacturer intends to implement in energy storage systems (ESS)—fixed units for residences and commercial establishments, including data centers. Nonetheless, GM aims to prioritize producing cells for its upcoming electric vehicles.

In line with its energy storage goals, GM has teamed up with the startup Peak Energy to create sodium-ion batteries. The initiative seeks to lessen dependence on materials regulated by China (like lithium and iron sulfate) and transition to batteries made from domestically sourced materials that are more abundant in the US, such as sodium from soda ash.

Recently, Ford Motor, another American automaker, encountered criticism from the administration of President Donald Trump concerning its relationships with Chinese firms, especially in relation to battery cell manufacturing.

source: cnbc.com

 


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