General Motors Co. (GM) has announced an investment of more than $7 billion in four Michigan manufacturing sites (creating 4,000 new jobs and retaining 1,000) to significantly increase battery cell and electric truck manufacturing capacity. GM reports that this is the single largest investment announcement in the company’s history. The investment includes construction of a new Ultium Cells battery cell plant in Lansing, Mich., and the conversion of GM’s assembly plant in Orion Township, Mich., for production of the Chevrolet Silverado EV and the electric GMC Sierra.

“Today we are taking the next step in our continuous work to establish GM’s EV leadership by making investments in our vertically integrated battery production in the U.S., and our North American EV production capacity,” said Mary Barra, GM chair and CEO. “We are building on the positive consumer response and reservations for our recent EV launches and debuts, including GMC HUMMER EV, Cadillac LYRIQ, Chevrolet Equinox EV and Chevrolet Silverado EV. Our plan creates the broadest EV portfolio of any automaker and further solidifies our path toward U.S. EV leadership by mid-decade.”

GM reports that these investments are the latest step toward accelerating its drive to become the electric vehicle (EV) market leader in North America by 2025. The Orion and Ultium Cells Lansing investments will support an increase in total full-size electric truck production capacity to 600,000 trucks when both Factory ZERO and Orion facilities are fully ramped.

Investments are planned for the following locations:

  • Orion Assembly plant for production of Chevrolet Silverado EV and electric GMC Sierra—GM is investing $4 billion to convert the facility to produce electric trucks using the GM-developed Ultium Platform, which gives the company the flexibility to build vehicles for every customer and segment. This investment is expected to create more than 2,350 new jobs at Orion and retain approximately 1,000 current jobs when the plant is fully operational. GM estimates the new jobs at Orion will be filled by a combination of GM transferees and new hires. Electric truck production, including the Chevrolet Silverado EV and electric GMC Sierra, will begin at Orion in 2024. The Orion investment will drive significant facility and capacity expansion at the site, including new body and paint shops and new general assembly and battery pack assembly areas. Production of the Chevrolet Bolt EV and EUV will continue during the plant’s conversion. Site work begins immediately.
  • New Ultium Cells battery cell plant at Lansing site—GM and LG Energy Solution, via their Ultium Cells joint venture, are investing $2.6 billion to build Ultium Cells’ third U.S. battery cell manufacturing plant. This investment is expected to create more than 1,700 new Ultium Cells jobs when the plant is fully operational. Site preparations will begin this summer, and battery cell production is scheduled to begin in late 2024. Ultium Cells Lansing will supply battery cells to Orion Assembly and other GM assembly plants.

Orion Assembly will become GM’s third U.S. assembly plant being transformed for production of Ultium-powered EVs. GM assembly plants in North America currently building, or being converted to build EVs, include: Factory ZERO in Detroit and Hamtramck, Mich.; Spring Hill Assembly in Spring Hill, Tenn.; CAMI in Ingersoll, Ontario, Canada; and Ramos Arizpe Assembly in Mexico. By the end of 2025, GM will have more than 1 million units of EV capacity in North America to respond to growing vehicle demand.

In addition to the EV-related investments in Michigan, GM is investing more than $510 million in its two Lansing-area vehicle assembly plants to upgrade their production capabilities for near-term products:

  • Lansing Delta Township Assembly—production of the next-generation Chevrolet Traverse and Buick Enclave
  • Lansing Grand River Assembly—plant upgrades

Vertically integrating battery assembly and converting existing assembly plants are reportedly at the core of GM’s strategy for scaling EV production in North America. GM projects it will convert 50% of its North American assembly capacity to EV production by 2030. In addition to strategically adding battery cell and EV assembly capacity, GM is working to build a new supply chain via strategic supplier agreements for batteries and EV components, one that is expected to be scalable, more resilient, more sustainable, and more North America-focused.

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