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GM’s Final EV Battery Strategy Copies China’s Playbook: Super Cheap Cells
General Motors’ homemade version of the low-cost power option favored by China’s auto industry will hit three years before its super energy-dense tech arrives—and could bring affordable US EVs sooner.
It claims the LMR chemistry provides one-third greater energy density than the same volume of lithium iron-phosphate (LFP) cells—at a comparable cell cost—and will cut the cost of its largest EV trucks and SUVs. The new lines will “further [accelerate] our efforts to deliver new chemistries and form factors that effectively capture the unmet needs in the EV market,” said Wonjoon Suh, executive VP and head of the Advanced Automotive Battery division at LG Energy Solution. Ford too has said it would use LMR cells in future EVs “within this decade,” in a late April LinkedIn post from Charles Poon, its global director of electrified propulsion engineering, published.
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