
LG Ditches EV Batteries for Grid Storage. Big Signal.
From Clean Power Hour by Tim Montague, John Weaver
March 24, 2026 · 50 min
About this episode
The episode discusses LG Energy Solution and GM's shift from EV battery production to grid storage, highlighting industry trends and implications for pricing and manufacturing.
LG Energy Solution and GM are converting their Tennessee EV battery plant to LFP production for the US grid storage market. The $70 million retooling signals a broader industry shift as EV demand in the US slows and grid storage demand accelerates. Tim Montague and John Weaver break down what this means for battery pricing, domestic manufacturing, and project developers on this week's Clean Power Hour Live. They also cover the natural gas supply disruption that sent European energy pric...
People in this episode
Hosts: Tim Montague, John Weaver
Topics covered
- EV batteries
- grid storage
- battery pricing
- domestic manufacturing
- energy disruption
Keywords
- LG Energy Solution
- GM
- EV batteries
- grid storage
- battery pricing
- domestic manufacturing
- energy disruption
Mentioned in this episode
Organizations: LG Energy Solution, GM
Places: Tennessee, US
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