GM Battery Circular Value Chain Is Still Developing

Kara Alkire from Automotive Futures presented her latest research on the US Battery Circular Value Chain at the 2026 GERPISA Automotive Conference in Paris, France.  This slide provides many insights into how GM has organized its battery value chain and is part of Kara’s detailed analyses of multiple US manufacturers that are available to our Affiliate members.  She’s been tracking company battery circular value chains for the last four years that include all parts of the value chain, including investments and capacity.  What she’s seen recently is that though EV sales have slowed in the US, GM continues to keep its previous value chain links while adding new companies.

We’re looking for sponsors for our continuing research of this topic.  If your company is interested in sponsoring and gaining insight into the US battery circular value chain, contact Bruce Belzowski at bbl@umich.edu.  This analysis is part of our EV Evolutions research program that tracks EV technology, policy, and company strategies across the US, China, and the EU. Check it out at our website: www.automotivefutures.org.