Learn more about the US LFP battery production deal with a ‘mystery’ automaker


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posted on EVANNEX on January 21, 2022, through Charles Morris

If the United States ever wants to catch up in the race for electric vehicles, it will be essential to establish a national production of batteries. So the news that Chinese battery cell manufacturer Gotion High-Tech (aka Guoxuan High-Tech) is planning to establish LFP battery cell production in the United States was welcome.

Above: An overview of a Tesla battery (Source: Tesla)

Even more exciting for fans of a certain California automaker: the company reports that it has agreed to supply 200 GWh of LFP battery cells to an unnamed “major US automaker” between 2023 and 2028.

Gotion wrote in a document filed with the Shenzhen Stock Exchange (translated from Chinese by Electrek): “US Guoxuan has agreed to…build new production capacity in the United States to meet battery supply needs of the customer…Both parties will…explore the possibility of forming a joint venture…The scope can cover investments in upstream materials and downstream battery recycling industries.

“On the one hand, depending on the customer’s needs, the company will export LFP through its battery production base in mainland China. On the other hand, both parties plan to locate the production and supply of LFP batteries in the United States… LFP battery products will be used in the customer’s… electric cars and other applications.

Now let’s see… who could this “large US publicly traded automobile company” be? Well, there’s a certain automaker that recently announced plans to phase in lithium iron phosphate (LFP) battery cells for their Standard Range vehicles in the United States. No LFP cells are currently produced in the United States, so establishing production here could be very convenient for this mysterious manufacturer.

Another little clue: Gotion’s announcement mentions cell use in electric vehicles and “other applications”, and we know of only one automaker that prominently uses Li-ion cells in products. other than vehicles – this would be the seller of the Powerwall, Powerpack and Megapack stationary storage batteries.

As Electrek notes, the biggest giveaway could be the volume involved in the deal – 200 GWh of cells between 2023 and 2028 is enough to supply around half a million electric vehicles a year. There aren’t too many American automakers churning out that many electric vehicles right now — in fact, there’s only one, and its logo looks like a cat’s nose.

In case all of these clues aren’t enough to reveal the identity of the confidential automaker, consider the location of Gotion’s US headquarters: Fremont, California.

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This article originally appeared in Charged. Author: Charles Morris. Source: Electrek

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