3 named American battery factories are actually making batteries in 2026, and a 3.5 billion dollar Indiana plant is not one of them

Toyota, Panasonic and LG Energy Solution have all started shipping battery cells from named plants in the United States in 2025 and 2026. General Motors sold its stake in a stalled 3.5 billion dollar Indiana plant to Samsung SDI in August 2026, and E2 counts 23.1 billion dollars in cancelled battery projects nationwide since 2022.

66 lithium ion batteries a second2production rate the company states for the Panasonic Energy plant in De Soto, Kansas
35 gigawatt hours a year3targeted annual capacity at full scale for the Lansing, Michigan plant run by LG Energy Solution
23.1 billion dollars4investment lost when E2 counted 39 United States battery manufacturing projects cancelled, closed or downsized since 2022

American battery factories actually making batteries in 2026

Toyota, Panasonic and LG Energy Solution run the 3 named American battery factories actually making batteries in 2026, according to an announcement from each company about its own plant. Toyota Battery Manufacturing, North Carolina, started shipping cells to United States electric vehicle assembly plants in April 2025. Toyota invested nearly 14 billion dollars in the plant and plans up to 5,000 jobs there, and owns it 90% through Toyota Motor North America and 10% through Toyota Tsusho, a trading company. Panasonic Energy opened its own plant in De Soto, Kansas, on 14 July 2025, after investing 4 billion dollars. The company states the 300 acre plant produces approximately 66 lithium ion batteries every second, and has hired about 1,000 of the up to 4,000 workers it plans to employ. LG Energy Solution started production at its Lansing, Michigan plant on 18 August 2026, after investing more than 2 billion dollars there since 2022. About 900 workers run the 226 acre plant now, toward a planned 1,700, and the company aims for more than 35 gigawatt hours a year of capacity once the plant reaches full scale, a gigawatt hour being enough energy to measure the yearly output of a large battery factory.

Jobs planned at the 3 American battery plants confirmed making cells in 2026
Toyota, North Carolina5,000Panasonic, Kansas4,000LG Energy Solution, Lansing Michigan1,700010002000300040005000jobs planned

Each number is the full workforce that plant itself plans to reach at full scale, not its current headcount. The Toyota figure comes from source 1, the Panasonic figure from source 2, and the LG Energy Solution figure from source 3.

Source 1.

Show the numbers
Toyota, North Carolina5,000
Panasonic, Kansas4,000
LG Energy Solution, Lansing Michigan1,700

1 plant serving 2 different buyers

The Lansing plant run by LG Energy Solution is the clearest sourced example this year of a single American plant serving 2 different battery markets from 1 site. It makes lithium iron phosphate cells, a battery chemistry favored for its low cost and stability, for energy storage systems, batteries that store power for the electric grid rather than for a car, and nickel manganese cobalt cells, a chemistry favored for packing more energy into less space, for electric vehicles, including the 2027 Toyota Highlander, side by side in the same building.

The jobs at this facility pay well, offer great benefits and require creativity and problem solving at all levels.

Dae Sik Choi, president of LG Energy Solution Michigan. Source 3.

Lansing will produce advanced batteries that support not only the future of mobility, but also America's growing energy infrastructure and digital economy.

David Kim, chief executive of LG Energy Solution. Source 3.

The plant that did not make it

Not every announced plant reaches this point. General Motors sold its entire 49.99% stake in a joint venture with Samsung SDI, a company the 2 built together, in New Carlisle, Indiana, to Samsung SDI, announced 11 August 2026, after construction had already paused earlier that year. The plant was originally planned to cost 3.5 billion dollars, employ more than 1,600 people and produce 27 gigawatt hours a year of cells for electric vehicles, scalable to 36, with mass production originally set for 2027. Samsung SDI now controls the unfinished site alone and plans to add a line making cells for energy storage systems instead of the electric vehicle cells the plant was built for, its first wholly owned production base in North America. General Motors took a charge of about 6 billion dollars tied to scaling back its electric vehicle plans generally, not only this 1 plant.

Cancellations add up nationwide

The Indiana reversal is not isolated. E2, a nonpartisan business group that tracks clean energy project announcements, counts 39 United States battery manufacturing projects cancelled, closed or downsized since August 2022, current to its own update from March 2026. Those cancellations cost 23.1 billion dollars in lost investment and 25,261 lost jobs.

Jobs planned where cells are being made now, against jobs planned or lost at a stalled or cancelled projectjobs planned at a plant confirmed making cells nowjobs planned or lost at a stalled or cancelled project
050001000015000200002500010,7003 operatingplants combined1,600Indiana plant,originally planned25,261Lostnationwidejobs

The operating total combines the up to 5,000 jobs Toyota plans, from source 1, the up to 4,000 jobs Panasonic plans, from source 2, and the roughly 1,700 jobs LG Energy Solution plans, from source 3, a MAOWCE calculation adding the planned workforce of each plant. The Indiana figure, more than 1,600 jobs originally planned, shown here as 1,600, is source 5. The national loss figure is the count E2 states for itself, source 4, current to 31 March 2026.

Source 4.

Show the numbers
3 operating plants combined10,700
Indiana plant, originally planned1,600
Lost nationwide25,261

Sources

  1. Toyota Charges into U.S. Battery Manufacturing. Toyota USA Newsroom. Published 2025-11-12. Accessed 2026-09-21.
  2. Governor Kelly celebrates grand opening of Panasonic EV battery manufacturing facility in De Soto. Kansas Department of Commerce. Published 2025-07. Accessed 2026-09-21.
  3. LG Energy Solution Announces Start of Production at All New Lansing Battery Plant. LG Energy Solution. Published 2026-08-19. Accessed 2026-09-21.
  4. Clean Economy Works Project Tracker. E2. Published 2026-03-31. Accessed 2026-09-21.
  5. GM exits 3.5 billion dollar Indiana battery plant as Samsung SDI takes full control. Fred Lambert, Electrek. Published 2026-08-11. Accessed 2026-09-21.

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