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General Motors (NYSE: GM) is one of the world's largest automakers, headquartered in Detroit, Michigan.
Group exposure score is 77 including 2 tracked subsidiary — standalone is 75.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 2 suppliers. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
Long-term agreement for U.S.-sourced and manufactured NdFeB rare-earth magnets from MP's Fort Worth, TX facility for Ultium EV motors, targeting ~500,000 EV motors/year capacity; no share_pct disclosed.
GM/Livent release: 'Livent will supply GM with battery-grade lithium hydroxide made primarily from lithium extracted at Livent's brine-based operations in South America,' over 'a six-year period beginning in 2025,' with Livent 'increasingly supply[ing] battery-grade lithium hydroxide to GM from its manufacturing facilities in the U.S., with the goal of transitioning 100% of Livent's downstream lithium hydroxide processing for GM to North America.' Counterparty is Livent, since merged into Rio Tinto Lithium via the 2025 Arcadium acquisition -- flow reflects the brine's South American (Argentina) origin, not the North American processing the agreement transitions toward.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
13 other tracked dossiers name this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 987 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
GM supplies EV lithium-ion battery and cell manufacturing/research scrap from select GM facilities to Cirba for recycling under an agreement dating to 2021, extended through 2024 in Nov 2022; over a million pounds of GM battery material recycled to date per trade coverage. Mixed-chemistry scrap (lithium, nickel, cobalt, manganese); no volume or financial terms disclosed as a share of Cirba's total intake.
GM and LGES co-invest in Ultium Cells LLC (Ohio, Tennessee, Michigan, plus a $2.6bn 3rd Lansing plant); cells produced go into GM's EVs (Silverado EV, Sierra EV, Cadillac LYRIQ, Blazer EV, Equinox EV, HUMMER EV). Related-party via JV equity, not just an arm's-length purchase contract. No share-of-sales percentage disclosed. Re-checked 2026-09-26 (wake-minerals-buyers, step 0.5) — DRIFTED, scope narrowed: the "3rd Lansing plant" clause no longer describes the JV. GM announced 2024-12-02/05 a NON-BINDING agreement to sell its stake in the Lansing plant to LGES (expected close 2025-Q1; Utility Dive 2024-12-05, GM release news.gm.com/.../2024/dec/1202-lansing.html); the 2026-03-18 energy-storage.news report describes Lansing as an LGES facility supplying Tesla (see row below). GM's stake in Ultium Cells LLC itself, and the Warren OH / Spring Hill TN plants, were stated unchanged. Spring Hill is being retooled (USD 70m) from EV cells to LFP cells for stationary storage, production from 2026-Q2 (Electrek 2026-03-18), and Warren now carries the NCMA GEN1 EV cells — so the GM-EV-cells description holds for Warren only. A closing announcement for the Lansing sale was not retrieved (the 2024 sources are all pre-closing) — treat the sale as announced, close unconfirmed by us. LGES press-release page 881 (the cited source) returned HTTP 403 to this VPS on 2026-09-26; the 2022 3rd-plant claim is corroborated by GM's investor-relations release.
Aptiv FY2025 Form 10-K, risk factors: \"As GM, Ford and Stellantis are among our largest customers\". The same filing states the ten largest customers were ~56% of net sales and one individual Global OEM ~10%, without naming which — so the concentration figure is NOT attributed to this name.
Up to 32,500 t/yr battery-grade HPMSM from the planned Louisiana facility; GM provided an $85M construction loan. Facility not yet producing (ASX 28 Jul 2026). Trade press (May 2026) reported E25 reassessing the facility and discussing changes to the agreement amid shifting EV demand — not independently confirmed this pass.
Exclusive-supplier agreement announced Feb 2023 for US-produced chips as GM shifts to EVs. Volume and value undisclosed.
Largest of Magna's six largest customers per its 2025 Annual Information Form (16% in FY2024).
NORMA Group's own press release: its Pilica, Poland plant (NORMAQUICK plastic connectors, NORMAFLEX fluid systems/fuel lines) received GM's Platinum Supplier Status for 2015 (4 PPM defect rate, >98% delivery reliability), confirming an active GM supply relationship. No more recent named-customer disclosure found within this pass's budget -- NORMA's 7 Aug 2026 release on its largest-ever project order (EUR 157m lifetime, thermal-management systems made in Serbia; https://www.normagroup.com/global/en/news/press-releases/2026/norma-group-secures-largest-project-order-in-its-history) names the OEM only as a leading global automotive customer in Europe, not by name.
Ultium CAM joint cathode-active-material/precursor processing complex in Becancour, Quebec, announced June 2023 for GM's Ultium battery supply chain; phase 1 production targeted early 2026, phase 2 expansion paused October 2025.
GM/Livent release: 'Livent will supply GM with battery-grade lithium hydroxide made primarily from lithium extracted at Livent's brine-based operations in South America,' over 'a six-year period beginning in 2025,' with Livent 'increasingly supply[ing] battery-grade lithium hydroxide to GM from its manufacturing facilities in the U.S., with the goal of transitioning 100% of Livent's downstream lithium hydroxide processing for GM to North America.' Agreement was signed by Livent, since merged into this business unit via the 2025 Arcadium acquisition -- flow reflects the brine's South American (Argentina) origin, not the North American processing the agreement transitions toward.
Sofia Investment Agency page dated 15 March 2017 states: 'The plant in Botevgrad produces temperature sensors for Volkswagen, Daimler, Volvo, Fiat and General Motors.' GM is one of five named OEMs. Third-party government-agency source, not Sensata's or GM's own disclosure; nine years old, current status unconfirmed; no share given.
Vianode's own press release (2025-01-15): multi-year 'USD multi-billion' agreement to supply synthetic anode graphite to GM for EV batteries made by Ultium Cells LLC, shipped from an IRA-compliant large-scale plant in North America from 2027 (the release does not itself name the Ontario site). Includes a minimum off-take commitment but discloses no specific volumes or percentage share of either party's business — not recorded as share_pct.
Nonbinding MOU signed June 2021: GM to engineer and supply Ultium battery and HYDROTEC hydrogen fuel cell systems for Wabtec locomotives (FLXdrive battery-electric heavy-haul locomotive); no production volumes, pricing, or share disclosed.
MP's self-described 'foundational customer' for Fort Worth (Independence). Binding long-term agreement Dec 2021, definitive supply agreement April 2022 for finished NdFeB magnets, alloy and NdPr metal for Ultium EV motors across 12+ models. GM paid a $50m initial prepayment (April 2024) and a final $50m magnetic-precursor prepayment; magnet ramp expected 2026. (Re-checked 2026-08-21: figures match MP's own disclosures.)
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a dysprosium, terbium or samarium material exposure directly — A61 §1(2) names Dy/Tb-containing NdFeB and SmCo magnets by element.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇺🇸 US accounts for 83% of severity-weighted pressure.