Gotion High-Tech is a Chinese lithium-ion battery manufacturer, majority-owned by Volkswagen, that signed a June 2024 investment agreement with Morocco to build Africa’s first integrated EV battery gigafactory via its subsidiary Gotion Power Morocco. The Kenitra facility — an initial $1.3bn phase scaling toward $6.4-6.5bn and 100GWh — secured a EUR100m African Development Bank loan in July 2026, though its production start has slipped from an original Q3 2026 target.
Company Profile
Key Developments
Secured EUR100m AfDB loan (July 2026) for the Kenitra gigafactory; groundwork at the site reported finalized ahead of construction, with production start guidance slipping from Q3 2026
Key Risks
European automakers and policymakers have raised concern the Morocco plant could serve as a route for Chinese-made EVs to circumvent EU tariffs; no firm timetable disclosed for scale-up to 100GWh
What Happens Next
Watch for confirmed production start date and further capacity scale-up announcements
Commercial Opportunity
Battery cell/cathode/anode supply to European automakers