Overview

• GM confirmed a two-year agreement to import lithium iron phosphate batteries from China’s CATL for the 2027 Chevrolet Bolt EV, with production set to start late 2025 and deliveries in 2026.
• Imported battery packs will face roughly 80% U.S. import duties and serve as a stopgap until GM’s Tennessee LFP factory with LG Energy Solution is operational in late 2027.
• The decision underscores reliance on China’s battery technology to help deliver the new Bolt at an expected price below $30,000.
• Expiration of the $7,500 federal EV tax credit and existing tariffs have intensified cost pressures, making temporary imports more viable for GM.
• Other U.S. automakers, including Ford, are also licensing or importing CATL’s LFP chemistry to bridge gaps in emerging domestic battery capacity.