Manufacturing News
July 2, 2026
July 2, 2026 · Statewide · Story 1 of 2
Slate Auto's Gotion Battery Swap Creates Indiana Supplier Risk for Warsaw Facilities
Slate Auto's Warsaw plant now has more than 180,000 reservations for its $24,950 Slate Truck, but the company quietly dropped SK On NMC battery chemistry and sourced LFP cells from Gotion's Illinois facility instead, cutting battery costs roughly 40% and extending range from 150 to 205 miles. Gotion is a Hefei-based company; the House Select Committee on the CCP raised national security concerns about Gotion's Michigan manufacturing project in 2023, and that Congressional exposure has not been resolved.
For Warsaw-area suppliers, the operative question isn't whether Slate ships trucks. It's whether a Congressional action or Commerce Department review targeting Gotion forces a mid-production re-sourcing, and what a 6-to-12-month production pause costs your facility.
- For the huddle
What should Warsaw-area suppliers do right now given Slate Auto's Gotion battery sourcing?
Audit your single-source foreign suppliers against a 90-day forced re-sourcing scenario. If Slate is a meaningful share of your forward order book, the Gotion Congressional exposure is a planning assumption, not a background risk.
From the brief, July 2, 2026
- Slate Auto's Gotion Battery Swap Creates Indiana Supplier Risk for Warsaw Facilities
- Eli Lilly Lebanon Lands One of Seven FDA PreCheck Slots Nationwide
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