GM Tumbles to 257th in Daily Trading Volume Amid LG Energy's $4.3B Tesla Battery Deal as U.S. Production Shift Gains Momentum

On August 1, 2025, General Motors (GM) closed down 1.52% with a trading volume of $0.5 billion, ranking 257th in the market. A key development involves LG Energy Solution, a GM partner in the Ultium Cells joint venture, which secured a $4.3 billion contract to supply Tesla with lithium iron phosphate (LFP) batteries. The deal, spanning 2027–2030, reflects a broader shift toward U.S.-based battery production amid trade policy pressures. This agreement strengthens LGES’s position over rivals like Samsung SDI and SK On, which lack U.S. LFP production. The partnership could indirectly influence GM’s battery costs and supply chain dynamics, particularly as the automaker prepares to integrate new LFP technology into the 2027 Chevrolet Bolt EV.

GM’s alignment with Tesla’s North American Charging Standard (NACS) is also gaining traction. The 2027 Bolt EV will feature a NACS port as standard, aligning with broader industry adoption of Tesla’s charging protocol. This move enhances GM’s competitiveness in a market where EV charging compatibility is critical. Meanwhile, Tesla’s push for U.S. battery independence, coupled with its $16.5 billion semiconductor deal with Samsung, highlights South Korean suppliers’ growing role in the EV ecosystem. GM’s strategic focus on affordable EVs, including the Bolt, positions it to capitalize on demand for cost-effective models amid slowing adoption by competitors like Mercedes-Benz and Porsche.

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