LG Energy Solution to Supply Batteries for Google's Largest Global Solar and ESS Project
Participating in Google’s Largest Global Solar and ESS Project
Supplying Locally Manufactured Batteries in North America
By supplying batteries for Google’s largest global solar and energy storage system (ESS) project, LG Energy Solution is ramping up its efforts to strengthen its presence in the North American AI power infrastructure market.
On July 14 (local time), Google and Cypress Creek Energy, an independent power producer (IPP) specializing in renewable energy in the United States, announced the launch of the “Steel River Energy Center” project. The two companies revealed that LG Energy Solution’s batteries will be applied to the project.
For this initiative, LG Energy Solution will supply its lithium iron phosphate (LFP) energy storage solution, ‘JF2 DC Link,’ manufactured in North America. The Steel River Energy Center is a large-scale power infrastructure project that combines solar generation and energy storage to meet surging electricity demand driven by the expansion of AI data centers. The center aims to be operational in 2029 with an initial capacity of approximately 2 gigawatt-hours (GWh), with plans to expand storage capacity to 2.9 GWh.
Google plans to purchase the entire initial energy output of the project to power its data center operations. The company has noted that, among its global portfolio, this is the largest solar and ESS project to date. As electricity demand from data centers rapidly increases due to the spread of AI, Google is pursuing a strategy to secure both stable power supply and a greater share of clean energy.
According to market research firm BloombergNEF (BNEF), Google’s power consumption increased by 37% in 2025, while Microsoft’s grew by 24%. In addition, Google, Meta, Amazon, and Microsoft accounted for 49% of global corporate renewable energy purchase agreements (PPAs) last year, demonstrating how Big Tech companies are leading the deployment of ultra-large-scale solar and ESS projects.
Through this supply contract, LG Energy Solution has secured another large-scale energy infrastructure project linked to AI-driven power demand, following its participation in DTE Energy’s data center project in the United States last May. Industry observers note that LG Energy Solution’s competitive edge, stemming from its North American manufacturing base, positively influenced its selection, especially amid strengthening U.S. regulations on Chinese supply chains. In fact, both Google and Cypress Creek Energy disclosed that they would source all key equipment—including batteries, solar panels, and structural steel—from within the North American supply chain.
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Currently, LG Energy Solution produces batteries for energy storage systems at four locations in North America: Michigan Holland, Ohio L-H Battery Company, Tennessee Ultium Cells, and NextStar in Canada. The company will also begin operations at its Michigan Lansing facility within the year. As a result, its global ESS production capacity is expected to exceed 60 GWh by year-end, with more than 50 GWh secured in North America alone. Building on about 140 GWh of cumulative orders as of last year, the company is continuing to win new orders this year, particularly in the North American market.
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