✅ Confirmed
Model Y
Noticia
Tesla Model Y Demand Drives LG Energy Solution’s New Cylindrical Battery Lines in Nanjing
LG Energy Solution will expand its production capacity in Nanjing due to rising demand for the Tesla Model Y. The company will set up two new production lines at Plant 9 by 2026, each with an annual output of up to 2 GWh, with plans to increase capacity to double-digit GWh. Plant 9, modeled after Plant 6—which started operations in 2019 and supplies batteries to Giga Shanghai—will be activated for the first time. Plant 6 has a 30 GWh annual capacity and supplies batteries for Tesla Model 3, Model Y, and Model YL.
- Two new production lines at Plant 9 by 2026 with 2 GWh annual capacity each
- Plant 6 has 30 GWh annual capacity supplying batteries for Model 3, Model Y, and Model YL
🔎 Why it matters: LG Energy’s expansion at Plant 9 with two new lines by 2026 directly responds to demand for the Tesla Model Y, a key Tesla model.
📈 Upside: Significant increase in cylindrical battery production capacity to supply the Model Y.
📉 Risk: Not applicable.
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