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GM's new ‘manganese rich' battery promises cheaper EVs in 2028

1. GM unveiled lithium-manganese-rich (LMR) batteries to reduce costs and extend range. 2. The LMR chemistry could achieve over 400 miles of range compared to existing batteries. 3. Reduced reliance on nickel and cobalt supports domestic sourcing goals for the supply chain. 4. LMR could dominate the mid-market, shifting LFP to budget vehicles and NMC to high-end. 5. GM aims to scale LMR production by 2028, supported by joint ventures and patents.

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FAQ

Why Bullish?

GM's innovation in battery technology enhances its competitive edge, similar to prior successes with the Bolt EV. Historical examples include the significant market reaction to Tesla's advancements in battery technology.

How important is it?

The introduction of LMR is pivotal for GM's EV competitiveness and cost management, influencing future sales and profit margins.

Why Long Term?

As LMR batteries roll out by 2028, their cost and range improvements will enhance GM's EV market share over time.

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