GM to Import Chinese EV Batteries Despite Tariffs, Maintains Affordable EV Strategy

General Motors is proceeding with plans to import lithium iron phosphate batteries from China's CATL for its upcoming Chevrolet Bolt, despite facing 80% tariffs. The automaker views this as a temporary measure to maintain competitive pricing until its Tennessee joint venture with LG Energy Solution begins domestic production in 2027.

The new Bolt EV, priced around $30,000, will be GM's most affordable electric offering when it hits dealerships in 2026. This MOVE mirrors industry trends where U.S. manufacturers initially rely on foreign battery technology before establishing local supply chains.

GM's decision underscores the complex realities of automotive electrification - where cost competitiveness often outweighs geopolitical trade barriers. The two-year import arrangement reveals how established automakers must navigate supply chain constraints while meeting aggressive EV adoption timelines.