The first 9.8 GWh factory, at the same site in Commerce, Jackson County, Georgia, has been under construction since March 2019 and will start production in 2022. The combined output to be 21.5 GWh annually.
Within several years, SK Innovation intends to reach a manufacturing capacity of 100 GWh of electric vehicle batteries per year.
General Motors is not only using LG Chem batteries, but even has started a joint venture factory project, which excludes it from the SK Innovation’s customer group for at least some time.
It will be interesting to see if also CATL or even BYD will come to the U.S. at some point in the future with their lithium-tech, both the high-energy dense cells as well as the LFP chemistry in cell-to-pack (CTP) approach.