Manufacturing News
September 3, 2026
September 3, 2026 · St. Joseph County · Story 4 of 4
GM Exits New Carlisle Battery JV, Samsung SDI Pivots to Energy Storage
GM has exited the New Carlisle, Indiana battery joint venture. Samsung SDI is pivoting the $3.5 billion site toward energy storage systems. St. Joseph County's 1,600-job projection is now without a confirmed timeline. If you were sized around EV pouch or prismatic cell production at New Carlisle, the Samsung SDI ESS pivot likely alters the form factor and cadence: review whether your tooling, qualification path, or delivery terms still map to Samsung SDI's ESS product line, and treat the absent revised timeline as a planning risk, not a data point to wait on.
For additional context on how the Samsung SDI New Carlisle situation has developed, see Samsung SDI New Carlisle Battery Plant Pivot: What Indiana Manufacturers Need to Know Now.
Three dates drive the next 90 days for Indiana manufacturers: September 8 for Canadian tariff exposure on steel and aluminum inputs, September 17 for the AES Indiana IURC preliminary hearing, and December for the Tippecanoe Circuit Court rezoning trial that carries CHIPS Act disbursement risk. The operators who have modeled all three before those dates arrive are the ones positioned to act, not react.
From the brief, September 3, 2026
- SK hynix Breaks Ground in West Lafayette, But a December Court Date Is the Number That Matters
- AES Indiana $71M Rate Rehearing: What the Reconstituted IURC Means for Your 2027 Cost Model
- Elkhart RV Industry: Canada Tariffs Hit September 8 and the LCI/Patrick Merger Adds Structural Pressure
- GM Exits New Carlisle Battery JV, Samsung SDI Pivots to Energy Storage
This story
TEG Daily, before your morning huddle
A short Indiana energy and manufacturing scan, delivered before the workday starts.
Related
- Indiana Semiconductor Fab Delay, NWI Coal Surcharge & Semiconductor Workforce Gap | TEG Daily September 21, 2026
- Steel Dynamics $534M Quarter, Indiana Grid High-Risk Warning, Crane Nuclear Reactor, and AES Rate Rehearing: TEG Daily September 10, 2026
- Samsung SDI New Carlisle Battery Plant Pivot: What Indiana Manufacturers Need to Know Now
Manufacturers Energy Grant Program
Free for St. Joseph County manufacturers
St. Joseph County manufacturers receive a free monthly 35-point audit of their electric bills for cost recovery and savings. Every line item checked and validated, every opportunity found comes with a step-by-step guide to capture it.
EDCs: sponsor this program and it carries your organization's name For economic developers →