General Motors ramps up cathode production to reduce reliance on China

General Motors: General Motors is a leading American automotive manufacturer with a major focus on electric vehicles and battery technology development. The company is actively working to produce its own cathodes as part of a strategy to build a supply chain less dependent on Chinese materials. This effort aligns directly with the reported move to bypass China's battery chokehold through in-house cathode production and alternative battery chemistries. Battery Technology: The automaker is advancing sodium-ion cells and lithium manganese-rich chemistries in partnership with U.S. and Korean firms to reduce reliance on China-dominated materials like lithium and ferrous sulfate. Recycling Initiatives: GM recently completed a closed-loop pilot that incorporates cathode active material made entirely from recycled nickel, cobalt, and manganese into new electric vehicle batteries now reaching customers. Supply Chain Strategy: General Motors is developing domestic battery supply chains expected to be fully independent of Chinese-sourced materials within two to three years.