Hey! I'd love to hear your thoughts, send me a voice note.

GM is putting recycled battery metals into new trucks, Samsung SDI is mass-producing LFP batteries in the U.S., and a 240,000-ton lithium deal just landed. The EV battery supply chain is closing its loop.

In this episode of Current Outlook, Eric covers GM’s use of recycled battery materials in production trucks, the lithium supply agreement with LG Energy Solution, and Samsung SDI’s U.S. lithium iron phosphate (LFP) battery production that skips nickel and cobalt entirely.

⏱️ TIMESTAMPS

0:00 Battery Supply Update

0:59 GM Battery Recycling

2:43 Quebec Lithium Deal

4:22 Samsung’s U.S. LFP Push

6:03 Tesla Cybercabs

7:16 Battery Show Preview

8:49 Community Question

🔋 YOU’LL DISCOVER

✅ How GM became one of the first automakers to put recycled battery metals into new trucks at production scale

✅ Why battery recycling cuts the carbon intensity of an EV battery and turns dead packs into feedstock

✅ The real factory numbers behind the operations in Michigan and Tennessee

✅ What a 240,000-ton lithium concentrate supply agreement with LG Energy Solution means for North American battery production

✅ Why a stable Canadian lithium supply reduces exposure to overseas pricing

✅ How Samsung SDI’s U.S. LFP battery production removes nickel and cobalt from the equation, and what that does to EV prices

Book 15-mins to review consulting needs for your business.

https://calendly.com/ericbendler/30min

Website: www.current-outlook.com

Patreon: https://www.patreon.com/cw/ericbendler

LinkedIn: https://www.linkedin.com/in/ericbendler

TikTok: https://www.tiktok.com/@currentoutlook

Substack: https://substack.com/@currentoutlook

YouTube: https://www.youtube.com/@current-outlook

Instagram: https://www.instagram.com/currentoutlook

Spotify: https://open.spotify.com/show/6nX4rKfa07JnRbUs7QSQG9