Overview

• GM will import CATL’s lithium iron phosphate cells at its Fairfax, Kansas plant to power the Bolt EV’s relaunch in late 2025.
• The roughly two-year supply agreement bridges production delays in GM’s domestic Ultium battery network.
• Chinese LFP batteries carry U.S. import tariffs near 80 percent under Trump-era policies yet help GM target a sub-$30,000 price point.
• GM’s Tennessee joint venture with LG Energy Solution is on schedule to begin U.S. LFP output by late 2027.
• Ford’s licensing of CATL technology for its Michigan facility highlights broader U.S. automaker reliance on Chinese battery expertise.