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GM Says These EV Batteries Are 'Critical' For Its Future
- General Motors plans to use lithium-manganese-rich (LMR) batteries in trucks and SUVs from 2028, making it the first automaker to do so.
- LMR batteries offer a cost advantage similar to LFP and performance comparable to NMC, with lower nickel and cobalt content.
- GM's shift to prismatic LMR cells allows for modular and stackable design, optimizing space and reducing part counts.
- Development of LMR batteries began a decade ago and accelerated during the pandemic, with innovations in materials R&D.
- Kurt Kelty, a battery industry veteran at GM, initially favored cylindrical cells but was convinced of the benefits of prismatic format.
- Prismatic LMR cells promise 33% more energy density and weight savings, with 75% fewer parts at the module level.
- GM anticipates prismatic LMR cells to offer cost competitiveness in dollars per kilowatt hour compared to LFP batteries.
- These advancements are crucial for GM and Ford's future EV offerings, but mass production of prismatic LMR cells is still a few years away.
- GM's battery innovation aims to address unique challenges in the American market, particularly for full-size electric trucks and SUVs.
- The transition to prismatic LMR cells reflects a push towards greater energy density, cost efficiency, and streamlined production processes in the EV battery sector.
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