Investor Presentaiton
NORTH AMERICAN LITHIUM SUPPLY CHAIN
KOREPOWER
Announced the first lithium-ion
battery manufacturing facility
wholly owned by a U.S. company
to built in Maricopa (Arizona).
StoreDot
Recently announced an R&D
center to accelerate the market
introduction of solid-state batteries
(exact location to be determined).
QuantumScape
Solid Power
Since 2019 it has a pilot
production line for solid
electrolyte batteries that
aims to scale up to a
gigafactory by 2023.
Working on the development of
its first pilot line in San Jose
(California) with the objective of
scaling it up 2024.
BRITISHVOLT
POWER ON
Planned a 60 Gwh capacity
plant in Quebec, Canada.
STELLANTIS
LG Energy Solution
Announced a battery
plant of about 40 GWh in
Ontario, with production
to start in early 2024
LG Chem
It has a 5 GWh
capacity plant in
Holland, Michigan.
LION ELECTRIC
Announced in March
2021 its intention to
open in Quebec in
2023 a plant with
5 GWh capacity
STROMVSLT
Announced a battery cell
factory in Quebec; aims to
produce 10 GWh by 2030
Sila
It has launched a pilot line
in 2021, which it expects to
scale up in 3 years
SUMMIT
UM MINERALS
SM
LTD
Operational Plant
Project in Progress
Operational Pilot
Line Or In Progress
>SES
Announced in March 2021
its agreement with General
Motors to develop a pilot
line starting in 2023 in
Woburn (Massachusetts)
gm
¡M3NY
Aims to develop a plant by
2022 with a capacity of
1 GWh (expandable to more
than 15 GWh)
LG Chem
This joint venture plans to open
a plant in Lordstown (Ohio,
with 30-35 GWh) in 2022 and
in Spring Hill (Tennessee) in
2023 (with similar capacity)
TOYOTA
Ford
Announced in August
2023 A C$1.2 billion
(US$887 million) plant to
produce electric EVS.
battery materials
northvolt
Sweden's Northvolt to
build $5.2 billion battery
factory in Canada.
STELLANTIS
SAMSUNG
Announced that they will form
a Joint Vecture to operate,
starting in 2025, a gigafactory
of about 40 GWh.
TESLA
Two operational plants (Nevada with =35
GWh and Buffalo dedicated to solar cells of
=2 GWh). It expects to open its new
gigafactory in Austin (Texas) with up to 100
GWh by the end of 2021 and has a pilot line
in Fremont (California)
microvast
2 GWh plant in
Clarksville, Tennessee
(2022)
SK innovation
Ford
Development of the "Blue Oval
City" project in Kentuncky with
two gigafactories and a third
one in Staton (Tennessee), each
one with a capacity of 43 GWh
ENVISION AESC
Announced a new battery
plant in Alabama to
produce the lithium-ion
packs for electric SUV's
safT
1GWh plant in
Jacksonville, Florida
SK innovation
Announced a new
battery plant in North
Carolina to start
operations in 2025
It is building two plants in
Georgia planned for 2021 and
2023, with initial capacities of
=10 and 12 Gwh respectively
(with the potential to increase
beyond 25 GWh)
FREYR
KIKOCH
They have announce a joint
venture (50%) each) to strat
building a gigafactory in the
USA (the final location has not
yet been determined)
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