Great to hear. First I would assume they would want the plants located near the car plant to minimize shipping. My guess one of the first battery plant locations will be at the Fairfax plant in Kansas. The Malibu is slated to go away and the xt4 would probably move or could be killed altogether since Cadillac is supposed to go all electric. That way they can convert the existing plant to electrics and put an adjacent battery plant. Looks to me they have room there? After that, I don’t know. Obviously this is just speculation on my part…
Certainly a possibility, but looking at GM's current Ev factory commitments
Factory Zero Hummers, Silverado, Sierra, Escalade, Tahoe, Yukon, Cruise Origin 200K units a year capacity
150 kWh average pack size That basically uses all the Lordstown (1) capacity
CAMI BrightDrop EV 600 60K+++ units a year 150 kWh pack size 10 gWh annual battery demand??
Spring Hill Lyriq, Buick (enspire) CUV, Acura CUV Chevy (traverse sized)CUV 100K+++ units annually 100 kWh pack size 10 gWh
Spring Hill battery 30 gWh capacity (could supply Farifax EV production?
Ramon Arizpe Mexico Chevy (equinox sized) CUV, Honda global CUV, GMC CUV, Buick small CUV 150K+++ units annually 75kWh packs 10gWh?
Newly announced partnership with locomotive builder in Pennsylvania, how many gWh?
GM bought a second large parcel in Lordstown OH last year, said would talk about plans for it later ??
I think the next factory to convert to EV will be Lansing Grand River to build Cadillac EV sedans in 2024, but I do not know much about Farifax, one of the plants I have not ever visited.
I think one of the new battery factories will be in Lordstown OH, or surrounding area, this will supply the MI plants, Locomotives, and Ontario
The one factory for GM that is an outlier is Ramon Arizpe Mexico, will GM build a plant in the south to feed that with less logistic cost?
What about Wentzville? GM has been quietly working on that plant for 2 years, (paint and body shop) and it seems more extensive than just preparing for Colorado and Canyon refresh. I think an EV van, and mid size EV truck are in the plans, but not announced yet. Mark Reuss said something at GM battery day, specifically mentioning the mid size truck as an EV platform.