LG Energy Solution Secured Quebec Lithium Supply
A new four-year deal aims to boost raw material access for electric vehicle battery production in North America.
Updated on Oct. 7, 2026 in Electric Vehicles
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LG Energy Solution has signed a binding agreement to receive 240,000 dry metric tonnes of spodumene concentrate from Elevra Lithium. This raw material, sourced from an operational Quebec mine, will support the growing demand for energy storage and battery components.
Why it matters
The deal helps diversify raw material sourcing and strengthens supply chain resilience as manufacturers work to meet increasing consumer demand for electric vehicle batteries. It secures a steady pipeline of lithium for North American production facilities.
Elevra Lithium will supply 240,000 dry metric tonnes of concentrate over four years starting in late 2026. This adds to the broader industrial infrastructure, including the CAD 5 billion NextStar Energy facility in Windsor which began production in 2025.
The players
LG Energy Solution
A South Korea-based global leader in advanced battery technology and a primary supplier for electric vehicle manufacturers.
Elevra Lithium
A mining entity managing the North American Lithium project in Quebec.
NextStar Energy
A major Canadian battery manufacturing facility in Windsor representing a CAD 5 billion investment.
The details
The spodumene concentrate is extracted from an active mine in Quebec and processed into lithium carbonate or lithium hydroxide for battery use. These materials are essential for high-capacity energy storage systems. By sourcing these minerals directly, LG Energy Solution aims to stabilize the supply chain for its battery production network, including the NextStar Energy facility in Windsor, Canada, which is projected to generate 2,500 direct jobs at full scale.
Timeline
The NextStar Energy facility in Windsor commenced production in 2025.
LG Energy Solution announced the supply agreement on October 7, 2026.
Deliveries of the spodumene concentrate are expected to begin in late 2026.
The Home Front
This agreement reflects a broader shift toward regionalizing the electric vehicle supply chain to support the expansion of North American battery production. It aligns with long-term industrial investments aimed at stabilizing ownership costs and availability for future electric vehicle models.
As battery supply chains stabilize, consumers should track potential improvements in electric vehicle availability and long-term pricing trends. Keep an eye on local manufacturer announcements if you are currently shopping for an electric vehicle, as these supply agreements support ongoing production capacity.
The takeaway
Securing a steady supply of lithium helps North American battery plants increase production efficiency and sustain market growth. Homeowners interested in electric vehicles should monitor the continued build-out of these regional supply chains to track future vehicle inventory trends.
Further reading
Learn more about the latest innovations in battery technology and market shifts in our Electric Vehicles section.
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