Vale Canada has signed a long-term cope with GM to provide the automaker with nickel sulfate, a chemical compound used for producing cathode lively supplies for nickel-based lithium-ion batteries.

Underneath the settlement, Vale will provide GM with battery-grade nickel sulfate, equal to 25,000 metric tons of contained nickel per yr, which GM will use to provide all its present and upcoming EVs. In response to GM, the quantity of contained nickel must be ample to provide roughly 350,000 EVs yearly. 

Deliveries are scheduled to start within the second half of 2026.

“The proposed nickel sulfate mission would make the most of high-purity, low-carbon nickel from our Canadian refineries and is a pure extension for the enterprise, providing a quick entry and anchor level into the North American electrical car market,” stated Vale Government VP of Base Metals Deshnee Naidoo. 

“GM is strictly centered on constructing a safe, sustainable, scalable and cost-competitive EV provide chain,” stated GM Government VP Doug Parks. “The automaker has already signed a number of binding agreements to safe the battery uncooked materials to help 1 million items of annual EV capability in North America in 2025. This new settlement with Vale reinforces GM’s place in constructing a North American EV provide chain. Canada continues to play an essential position in GM’s all-electric future and the fabric sourced from Vale will assist help EV eligibility for shopper incentives underneath the brand new clear power tax credit within the US.”

Supply: GM