Everyone wants a piece of Teslaβs battery business
10 June 2026 at 21:21
Electricity demand from AI data centers is pushing everyone β including automakers like GM and Ford β into the energy storage business.
General Motors has expanded its partnership with Redwood Materials to cover every stage of the battery lifecycle β manufacturing scrap recovery, end-of-life recycling, and now second-life energy storage deployed at a GM factory. Itβs the first automaker to hit all three with JB Straubelβs company.
The latest piece is a 1.5 MW / 7.2 MWh energy storage system built from roughly 100 repurposed GM battery packs, set to be installed at a GM manufacturing plant in Michigan. Redwood says the system will save the plant more than $3 million in electricity costs over its lifetime.