China Loves This Cheap Battery Tech. Here's Why General Motors Might Not Stick With It

China Loves This Cheap Battery Tech. Here's Why General Motors Might Not Stick With It

GM is shifting to LMR batteries over LFP for future EVs, with 33% higher energy density and better cold-weather performance at equivalent cost; US manufacturing with LG by 2028. This move from China-dominant LFP to unproven domestic LMR reflects supply-chain risk mitigation and EV cost-curve confidence—signaling implications for fleet electrification ROI and automotive vendor decisions.