Piedmont Lithium Project Portfolio
SHORTFALLS ANTICIPATED IN THE U.S.
U.S. Battery Plants Expected to Require >40x¹ Current U.S. Lithium Hydroxide Capacity
SELECTED U.S. GIGAFACTORIES
STELLANTIS LG Energy Solution
ANNOUNCED ANNUAL GIGAFACTORY DEMAND AND
US LIOH SUPPLY CAPACITY BY 2030
HONDA
LG Energy Solution
Ford
40 GWh facility in Fayette County, Ohio.
35 GWh LFP battery cell
facility in Marshall, Michigan.
800
40 GWh battery cell facility in Lordstown, Ohio.
iM3NY
700
Capacity of 1 GWh and
expandable to more than 15 GWh.
600
ultium cells
35 GWh plant in Ohio, and 50 GWh
plants in Tennessee and Michigan.
LG Energy Solution
Expanding a 5 GWh plant in
Holland, Michigan to 40 GWh.
Panasonic
Expected to be 50 GWh in
De Soto, Kansas.
TESLA
Two operational plants with =44
GWh in Nevada. Working to open
Gigafactory Texas and has a pilot
line in Fremont, California.
LG Energy Solution
11 GWh cylindrical battery plant in Queen
Creek, Arizona.
STELLANTIS
SAMSUNG SDI
33 GWh battery cell facility in Kokomo,
Indiana.
LO
5
PIEDMONT
Tennessee
LITITION
PIEDMONT
Carolina
LITHIN
Ford SK
To produce 129 GWh annually in
500
Kentucky and Tennessee.
TOYOTA
To build a 30 GWh battery cell
facility in Greensboro, NC..
400
300
VIN FA S T
First North American plant in North
Carolina, with production by 2024.
200
ENVISION
Multi-year partnership to provide battery
cells. First 30 GWh plant in South Carolina.
100
-17,000/tpy1
SK
0
HYUNDAI
Current
Capacity
gm
SAMSUNG SDI
Announced joint venture will build 30 GWh
factory opening in 2026. Location TBD.
SK
Two plants in Georgia with initial
capacities of 10 and 12 GWh and the
potential to increase beyond 25 GWh.
Joint venture building 35 GWh
factory in Bartow county, Georgia.
FREYR
34 GWh battery cell manufacturing
in Coweta County, Georgia.
123
~180,000/tpy2
PIEDMONT
LITHIUM
Planned
Capacity
~715,000/tpy³
2030
Demand
Based on current US capacity of 17k tonnes per year ("tpy") and announced gigafactory demand of 715k tpy.
Estimated supply based on existing capacity, supplier technical studies, and corporate announcements
Estimated demand is estimated based on a 0.9 Mt LiOH intensity per MWh of demand.View entire presentation