Green E Origin SARL plans to expand its production footprint in North America and Europe by acquiring Mitsubishi Chemical’s US and UK electrolyte manufacturing assets, signalling a strategic shift in the battery materials industry amid surging demand.
Mitsubishi Chemical Corporation’s subsidiaries have agreed to transfer lithium‑ion battery electrolyte manufacturing assets in the United States and the United Kingdom to Luxembourg‑based Green E Origin SARL (GEO),...
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in a deal designed to reshape how the group serves the growing electric‑vehicle and energy‑storage markets.
According to the original report, the transaction covers the electrolyte production businesses operated by Mitsubishi Chemical America, Inc. in Memphis, Tennessee, and Mitsubishi Chemical UK Ltd. in Billingham, Stockton‑on‑Tees. The transfer, which remains subject to regulatory approvals, is scheduled for completion on March 31, 2026.
Mitsubishi Chemical framed the move as a strategic realignment: the group will shift from owning those Western manufacturing bases to focusing on business development through strategic collaborations while maintaining and strengthening its global manufacturing and sales network. The company’s electrolytes incorporate proprietary additive technologies that suppress electrode side reactions, supporting high power output, durability and safety , properties that have driven adoption in automotive applications and led Mitsubishi Chemical to licence the technology to multiple battery makers. The firm has built a manufacturing footprint across Japan, China, the United States and Europe to serve its xEV customer base, the announcement said.
Industry observers and related coverage note the acquisition is also a significant step for GEO. Green E Origin, established in June 2023 and led by CEO Tony Ma, describes itself as a manufacturer and seller of lithium‑ion battery materials, including electrolytes. GEO’s purchase of the Memphis and Billingham facilities is intended to expand its production footprint in North America and Western Europe and to accelerate market entry , with one report noting the Memphis acquisition could allow GEO to supply the U.S. Midwest immediately, speeding market access by two to three years.
The deal reflects wider industry dynamics: rising demand for electrolytes, fuelled by rapid growth in electric vehicles and stationary storage, is prompting consolidation and vertical moves across battery supply chains. GEO says the transaction will strengthen its supply stability and help build a more complete electrolyte supply‑chain platform for strategic customers. Mitsubishi Chemical’s decision to transfer Western manufacturing assets but retain its technology and collaborative role also mirrors a trend among chemical suppliers to pivot toward licensing, R&D and partnership models rather than sole ownership of global plant networks.
Regulatory approval remains the final hurdle. Until authorities clear the transfer, Mitsubishi Chemical will continue to operate the facilities and support customers, the company said in its statement. Market participants will be watching whether GEO can integrate the acquired sites smoothly, maintain product quality for automotive customers and scale production in line with projected demand.
The move adds a new dimension to competition in electrolyte manufacturing, as established chemical groups, specialist battery‑materials firms and newer entrants vie to secure capacity and technology for the accelerating transition to electrified transport and grid storage.
Source: Noah Wire Services
