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LG Energy Solution Starts Production at Lansing Battery Plant

The move signals a strategic shift to scale North American energy‑storage manufacturing to meet rising utility and data‑center demand.

Overview

  • The Lansing plant, which began production on Tuesday, Aug. 18, 2026, has started making large-format battery cells for both energy storage and electric vehicles.
  • The factory will produce lithium‑iron phosphate (LFP) cells for grid and commercial energy storage and nickel‑manganese‑cobalt (NMC) cells that will supply Toyota for vehicles including the 2027 Highlander EV.
  • LG Energy Solution has invested more than $2 billion in the 226‑acre Lansing campus, which now employs about 900 people and is expected to reach roughly 1,700 workers when it nears its more than 35 GWh per year target.
  • The Lansing start-up advances LGES’s plan to build over 50 GWh of LFP capacity across North America by the end of 2026 and to base about 80% of its global energy‑storage manufacturing in the region, enabling customers to meet U.S. domestic‑content rules for clean‑energy incentives.
  • The shift reflects a companywide pivot from an EV‑focused buildout toward stationary storage driven by growing utility and AI data‑center orders, a dynamic that will alter local job mix, strengthen supply chains in Michigan, and intensify competition with established LFP producers.