General Motors develops LMR battery chemistry to reduce reliance on China
1 report, 1 independent
Updated Wed 00:00
AI-generated briefing. Brind wrote this from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
General Motors is developing Lithium Manganese-rich chemistry (LMR) for its next EV battery. This chemistry offers 33% more energy density than Lithium Iron Phosphate (LFP), which is the cheap chemistry dominated by China. The battery is not expected to reach volume production until 2028.
From fortune.com
Why it matters
By pursuing LMR, General Motors is working to reduce its reliance on Chinese LFP supply chains. This effort aligns with broader pressure on US automakers to secure their supply chains and reduce dependence on China.
US automakers like General Motors and Ford face government scrutiny and deadlines to remove China links from their supply chains.
From fortune.com
Who's involved
- General MotorsDeveloping the LMR battery chemistry to reduce reliance on Chinese supply.
- ChinaDominates the LFP chemistry supply chain that General Motors seeks to move away from.
Possible ripples
Who this could reach next, traced step by step from the reporting. Possibilities worth considering, not forecasts.- GM's advanced battery chemistry may increase competitive pressure on FordGM's advanced battery chemistry may increase competitive pressure on Ford Motor Company.Likely
- GM's LMR battery shift could change LG Energy Solution's JV scopeGM's shift to LMR chemistry may require LG Energy Solution to adapt its Ultium Cells joint venture.Possible
- GM's advanced battery chemistry may challenge Toyota's EV dominanceGM's advanced battery chemistry may challenge Toyota's EV dominancePossible
- GM's new battery chemistry may challenge Tesla's EV leadGM's new battery chemistry may challenge Tesla's EV leadPossible
- GM's LMR battery development may reduce China's EV supply chain dominanceGM's LMR battery development may reduce China's EV supply chain dominancePossible
Keep exploring
Part of
US automakers like GM and Ford face government scrutiny and deadlines to remove China links from their supply chains.Also in this story
- US officials sought to shield US automakers like GM amid concerns over remote shutdown risks and high sales volume in China.
- China's licensing controls have halted Ford production at its Chicago assembly plant, amid broader supply chain scrutiny.
- The U.S. has imposed new tariffs and Commerce Department rules on imports, while Chinese automakers are expanding their market share in Mexico.
- US national security rules mandate changes to supply chains for Ford and GM regarding China ties.
The entities involved
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General Motors
American multinational automotive company
- General Motors is dismantling production capacity and cutting jobs across North America, including plants in Ohio, Kansas City, and Detroit.
- Mark Reuss, the President of General Motors, is responsible for overseeing the development of Cadillac's V-Series and the resurrection of Chevrolet's SS models.