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AESC Shelves Third UK Line as Jaguar Talks Stall

8/16/2026

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Story summary
  • AESC shelved a third production line at its UK gigafactory after battery talks with Jaguar Land Rover stalled.
  • AESC also postponed two Nissan lines because Nissan’s demand fell short.
  • Nissan halted one of its two Sunderland assembly lines to shift production to cars for China’s Chery.
  • AESC secured a £1 bn refinancing with UK government funds, raising doubts about its microgrid.