LG Ditches EV Batteries for Grid Storage. Big Signal.

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

More episodes of Clean Power Hour

Explore listener stats, chart rankings, contacts and more on the Clean Power Hour podcast page.