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Shift: A podcast about mobility

LG Energy’s Bob Lee navigates toward a sustainable future for the battery industry

Shift: A podcast about mobility

Automotive News

Business

4.831 Ratings

🗓️ 1 June 2025

⏱️ 37 minutes

🧾️ Download transcript

Summary

Bob Lee, the North American president of LG Energy Solution, details how the ongoing tariff turmoil has both helped and hindered the company’s long-term planning efforts. He details how the company’s decision to invest in a variety of battery chemistries, produced at eight different North American factories, has brought a growing number of interested customers, despite a more tepid electric vehicle market. Further, he discusses what happens next now that LG has bought General Motors’ stake in...

Transcript

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0:00.0

Hi, everybody. Welcome to Shift. Podcasts about mobility. I'm Pete Bigelow, your host and reporter at the automotive news.

0:12.8

Joining us on the podcast today, pleased to say that LG Energy Solutions, North American President Bob Lee, is our guest.

0:20.8

My colleague Hannah Lutz talked to Bob

0:22.7

about how tariffs have impacted battery production, about how the battery supply chain is evolving,

0:29.1

and much more. On the one hand, yes, we are developing new technologies and emerging technologies

0:35.1

for the future. But I want to really send a message that right now, we are focused on trying to deliver

0:41.5

more cost-effective batteries for our customers.

0:44.8

That's the primary topic of our research.

0:48.3

We'll bring you that conversation in just a minute.

0:51.0

First, we've got to look at this week's headlines.

0:52.9

And for that, I'm joined by

0:54.9

Automotive News, Tesla Beat reporter Lonnie Eiliff. Lonnie, how are you? I'm doing great,

1:00.7

and it's great to be here. It's always great to have you. And I should know you're not just our

1:04.5

Tesla beat reporter, but you cover all the EV startups and things going on in Silicon Valley.

1:10.6

So I'm sure in that world, things are quiet.

1:13.5

You know, Elon is not making a lot of news these days.

1:16.8

How are you holding up?

1:18.8

Good.

1:19.5

But, you know, it is really, you know, with the kind of the AI capital of the world out here

1:24.8

and growing every day.

1:26.6

There's just, there's a lot of fun stuff to talk about.

1:30.0

No doubt.

...

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