GM announces U.S. battery development to build domestic supply chain

General Motors (GM) announced a strategic push to reduce its reliance on Chinese‑sourced raw materials for battery cells, a move aimed at securing domestic supply chains for both electric vehicles (EVs) and stationary energy‑storage systems. The automaker highlighted that the majority of lithium, nickel, cobalt and other critical inputs for its battery packs are currently imported from China, exposing the company to geopolitical risks and supply‑chain disruptions.

To address the gap, GM is investing in U.S. mining projects, partnering with American battery manufacturers, and exploring recycling initiatives that can recover valuable metals from used cells. The company’s plan aligns with broader industry and governmental efforts to bolster domestic battery production, meet federal clean‑energy targets, and create a more resilient supply network for the growing EV market. GM expects the new supply framework to support its upcoming vehicle launches and expand its presence in the energy‑storage sector.