Hyperdrive

Auto Supplier Sees Its EV Battery Business Breaking Even by 2021

  • New Georgia plant awaits orders from carmakers in the U.S.
  • EV battery unit may sell stakes to outside strategic investors
Photographer: Krisztian Bocsi/Bloomberg
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SK Innovation Co., a supplier to automakers including Volkswagen AG, is aiming to break even on its electric-vehicle battery business by 2021, when it expects to reach mass production rates at plants being built now.

The South Korean company, which earns money today from its core oil-refining and petrochemical operations, expects to ramp up EV battery-cell capacity from about 5 gigawatt hours now to 20 GWh later this year, then double that amount next year.