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Milestone note Jul 3, 2026

LG Energy–Honda's Ohio JV starts ESS battery production, pivoting from EVs to AI data centers

The L-H Battery JV plant in Jeffersonville, Ohio began producing energy-storage-system batteries for AI data centers — a conversion of the ~$4.4B, 40GWh-class plant originally built for EV cells, with hybrid-vehicle batteries to follow in 2028.

The LG Energy Solution–Honda joint venture plant in Jeffersonville, Ohio (L-H Battery Company) began producing energy-storage-system batteries — a conversion of the roughly $4.4B, ~40GWh-capacity facility originally built for EV cells. ESS output is aimed at AI data centers, with hybrid-vehicle batteries planned to follow in 2028.

Why it matters

A flagship US EV-battery plant retooling its first production for data-center storage is the clearest physical evidence yet of where battery demand actually is: AI power buffering now, vehicles later. For LG Energy it converts idle EV capacity into revenue against surging grid-storage orders — a hedge its Korean rivals are also reaching for, alongside its humanoid battery push.

What to watch

ESS order book and utilization at Jeffersonville, and whether the 2028 hybrid-battery phase holds as EV demand evolves.

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