Kurt Kelty, VP of Battery, Propulsion, and Sustainability at GM, previously led Tesla’s battery development. In their discussion, Kurt unveils GM's plans to mass produce lithium-manganese-rich (LMR) batteries by 2028, highlighting their advantages over nickel and lower costs. The pair dive into the vital supply chain shifts required for this innovation, comparing LMR's potential against LFP and high-nickel options. Kurt also shares insights on the future competitive landscape of EV batteries and why LFP might still dominate stationary applications.
