LG Energy Solution declared production at Lansing on August 18. The declaration covers LFP cells for energy storage, routed through Vertech, LG's internal US ESS integration division. NMC cells for Toyota's 2027 Highlander EV appear in future tense in the release — production is not claimed.
Registry status moves to declared production (LFP ESS). Nameplate target is now ">35 GWh at full scale," revised down from 41 GWh in Michigan's March 2025 LEAP filing, with no public explanation for the reduction.
Current output rate, saleable yield, and uncommitted capacity are all absent from the declaration. Because Vertech is an LG entity, the production route so far is entirely internal — no external customer acceptance or qualification is evidenced. LG's Q2 2026 results reported KRW 241B in North American production incentives without facility-level allocation. Whether Lansing has filed a 45X claim, or its FEOC and PFE status, remains undisclosed.
Full stated-vs-observed chronology is in the Lansing audit. Readers modeling domestic LFP ESS cell availability should treat this as a status change, not a supply addition — output rate and ramp schedule are still unknown.
Facility: LG Energy Solution Michigan — Lansing, MI (226 acres)
Operator: LG Energy Solution (acquired from Ultium/GM, May 2025)
Chemistry: LFP (ESS, current) · NMC (EV, planned)
Nameplate: >35 GWh at full scale (company, 2026-08-18); previously 41 GWh (state filing, 2025-03)
Status: Declared production — LFP ESS only
Status date: 2026-08-18 · Last verified: 2026-08-21
Workforce: ~900 current; up to 1,700 at full capacity
Investment: >$2B since 2022 (company-stated)
Confirmed:
- LFP cell production declared (company press release)
- Vertech (internal LG) as integration route
- DTE Energy named as prospective ESS end-user
- Tesla Megapack 3 supply planned from 2027 (Electrive)
Not confirmed:
- Output rate (GWh), yield, or ramp schedule
- NMC line production start
- External customer acceptance or qualification
- 45X credit claim (no facility-level disclosure)
- FEOC/PFE compliance status
- DOE LPO loan disposition post-Ultium transfer