What Happened

Ultium Cells LLC, a joint venture between General Motors and LG Energy Solution, announced on September 29, 2026, that it will produce lithium manganese rich (LMR) prismatic battery cells at its Spring Hill, Tennessee plant. This makes Ultium Cells the first manufacturer globally to commercially produce this next-generation technology.

Construction and facility upgrades will begin later this year and are expected to be completed in 2028. The expansion is projected to create 500 new jobs, adding to the facility's current workforce of 1,200 employees.

Who Is Affected

Ultium Cells' Spring Hill facility will be directly affected, with new production lines and facility upgrades. The expansion will also impact the broader supply chain, as new cell chemistry and form factors require new materials, equipment, and logistics.

General Motors and LG Energy Solution, as joint venture partners, will be affected as they integrate LMR cells into future EV models. The 500 new jobs will also impact the local workforce and hiring ecosystem in Spring Hill, Tennessee.

Market Impact

This move positions Ultium Cells as a leader in next-generation battery technology, with LMR offering 33% greater energy density than LFP at comparable cost. It strengthens domestic battery manufacturing and innovation, potentially shifting competitive dynamics in the EV battery market.

• First commercial production of LMR prismatic cells globally.
• Increased flexibility in producing multiple chemistries and form factors.
• Supports GM's long-term EV strategy and profitability goals.
• Creates 500 new jobs and expands facility capacity.

What to Watch

Watch for procurement and hiring announcements as construction begins later this year. The 2028 completion timeline suggests a multi-year scaling process, with ongoing needs for manufacturing software, supply-chain optimization, and quality control tools.

Also monitor how Ultium Cells integrates LMR production alongside existing high-nickel batteries, and whether other manufacturers follow suit in adopting LMR technology.

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