US battery-cell venture of General Motors and LG Energy Solution, recipient of reported NCMA cathode shipments.
Sources support the description and the individual connections below. Publication and checking dates refer to the evidence, not a guarantee of current operations.
Reported means the cited source describes the relationship at its evidence date. Historical relationships refer to an earlier period. Announced agreements may not have been implemented. None of these labels confirms that trade continues today.
POSCO's contract table records a July 2022 NCMA agreement with Ultium Cells covering 2023–2025. This historical tranche is separate from the later 2025–2033 contract.
The products supplied by POSCO Future M are high-nickel NCM and NCMA cathode materials
POSCO's contract table records a May 2022 NCMA agreement with Ultium Cells covering 2025–2033.
The products supplied by POSCO Future M are high-nickel NCM and NCMA cathode materials
POSCO reported a July 26, 2025 shipment of NCMA cathode materials to Ultium Cells, using precursors produced at its Gwangyang site. This confirms a reported shipment without tracing cobalt to a mine.
The cathode materials shipped for the first time on July 26