Major Investments in Ontario’s EV Battery Supply Chain

img

Ontario has cemented its place as a critical node in the global electric vehicle (EV) supply chain. In 2025, the province is attracting billions in new investment to develop EV battery production, mining operations, and advanced manufacturing hubs — signaling a transformative moment for Canada's auto sector.


Why Ontario?

With access to essential minerals, a skilled workforce, and proximity to U.S. markets, Ontario has emerged as a top destination for EV supply chain investments. The provincial and federal governments have committed more than $15 billion since 2022 to attract industry players and build domestic capacity for battery components and assembly.

“This isn’t just a boom — it’s a strategic reshaping of Ontario’s industrial base,” says Dr. Alicia Cheng, an economist at the University of Toronto. “From Sudbury to Windsor, we’re seeing an EV corridor take shape.”

Recent Announcements

  • Volkswagen and PowerCo SE: A $7B gigafactory in St. Thomas set to begin operations in 2027, creating over 3,000 direct jobs.
  • Umicore: Cathode active material (CAM) production facility in Loyalist Township, backed by both provincial and federal funding.
  • Stellantis and LG Energy Solution: A major battery plant in Windsor restarting after negotiations resolved a funding impasse in 2024.
🔋 Did you know? Ontario is now part of North America's only fully integrated EV battery supply chain — from raw materials to final cell production.

Supply Chain Integration

The real breakthrough lies in vertical integration. Nickel and lithium sourced from Ontario mines feed directly into local refining operations. That material then moves to CAM/precursor plants and eventually into battery cell manufacturing — all within the province.

"We're not just making batteries — we’re building an ecosystem," said Vic Fedeli, Ontario’s Minister of Economic Development. “This ecosystem will secure jobs for decades.”

Job Creation and Workforce Challenges

The provincial government estimates more than 25,000 new jobs will be created by 2030 in battery manufacturing and related industries. However, filling these roles will require aggressive training programs, reskilling initiatives, and immigration support.

Colleges and polytechnics across Ontario are launching battery technology and clean energy programs to meet growing demand for engineers, machine operators, and logistics experts.

Stay Informed. Stay Ahead.

Join thousands of readers across Australia who trust us for reliable, ad-free news. Sign up now and never miss a story that matters.

Subscribe Now

You can cancel at any time. No spam, ever.

Environmental and Indigenous Considerations

While investment is welcomed, some mining developments in Northern Ontario have sparked concern among Indigenous communities. Consultation and benefit-sharing agreements remain a critical part of advancing supply chain projects ethically and sustainably.

Looking Ahead

Canada’s vision for a net-zero economy hinges in part on electrifying transportation. Ontario’s EV battery supply chain investments are positioning the country as a serious global competitor — not just a supplier, but a leader.

With ongoing support from all levels of government and the private sector, Ontario may soon be synonymous with the future of electric mobility in North America.