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4 Minutes
GM’s short-term battery shortcut: CATL LFP packs for the next Bolt
General Motors is taking an unusual, pragmatic step to get its most affordable EV to market: the automaker will temporarily import lithium-iron phosphate (LFP) battery packs from China’s CATL for the next-generation Chevrolet Bolt. The move, confirmed by GM after reporting by The Wall Street Journal, is being framed as a short-term measure while the company scales up domestic battery production.
Timeline, production and pricing
GM expects the next-generation Bolt to enter production later this year and reach dealerships in 2026. The compact EV will be assembled at GM’s Fairfax Assembly plant in Kansas. Pricing details are still limited, but GM says the new Bolt will cost slightly more than the previous model, which had a 2023 starting price of $28,795. To achieve competitive pricing for this entry-level EV, GM will rely on CATL-supplied LFP packs for roughly two years before shifting toward domestic sources supported by its partnership with LG Energy Solution.
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Vehicle specifications and battery chemistry
Official specs for the next Bolt remain scarce, but the use of LFP batteries implies several characteristics: improved cycle life, increased safety and lower raw material cost compared with nickel-cobalt chemistries. LFP cells typically have lower energy density, which can result in shorter electric range per pack volume, but they are becoming common in affordable EVs because they reduce cost and thermal risk.
Expected specification highlights
- Battery: CATL-supplied LFP pack (short-term)
- Assembly: Fairfax Assembly, Kansas
- Price positioning: Entry-level / affordable EV, slightly above prior $28,795 base
- Availability: Production late this year, dealerships 2026
Design and performance expectations
GM is positioning the new Bolt as a practical, budget-friendly EV for mainstream buyers. Expect a compact hatchback or small crossover format with efficient powertrain tuning rather than outright performance. LFP chemistry favors durability and lower-maintenance ownership, while typical Bolt traits—roominess for its class, user-friendly tech, and competent urban range—are likely to continue.
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Market positioning and strategic rationale
With rising pressure to reduce reliance on foreign suppliers, GM calls the CATL deal a temporary compromise to keep costs down and remain competitive in the affordable EV segment. Of the 13 EV models GM currently sells in the U.S., 12 use domestically produced battery packs; the Cadillac Celestiq is the lone exception. GM expects to transition to more American-made, cost-effective battery systems via its LG Energy Solution collaboration after the interim period.
Costs, tariffs and competitive comparisons
Importing battery packs carries an estimated tariff burden — market logistics experts cite duties near 80% on some China-sourced components — but GM has concluded that the overall cost equation still favors importing LFP packs to hit its price targets for the Bolt. Compared with rivals in the affordable EV class, the new Bolt will likely compete on value, warranty, dealer support and total cost of ownership rather than leading in range or high-performance metrics.
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Bottom line
GM’s decision to source CATL LFP battery packs is a calculated, temporary strategy to deliver an affordable Chevrolet Bolt to market while the company accelerates domestic battery manufacturing. For buyers seeking a practical, budget-friendly EV with solid safety and longevity, the next-generation Bolt aims to be a compelling choice — even if it starts its life powered by imported batteries.
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