General Motors, every mention
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tap a year for its mentions
every year anyone Shayle Kann 16Corey Cantor 10Sam Jaffe 6Kurt Kelty 5Steve Letendre 3Nat Bullard 3Lara Pierpoint 3Dr. Melissa Lott 3Varun Sivaram 1TP Huang (TP Wang) 1
Verbatim, from the transcripts: the passages where General Motors comes up
The multi-billion dollar promise of vehicle-to-grid integration
- ▶ 1:07 Shayle Kann GM says it alone has more than 250,000 bi-directional capable EVs on our roads. 2 times in the scene
- ▶ 6:46 Steve Letendre So there's an onboard, uh, inverter capabilities and the Ford F- one-fifty and the, um, GM, uh, suite of EVs that have V to H and, uh, increasingly V to G are based on that offboard, uh, V to G 2 times in the scene
- ▶ 10:55 Shayle Kann We talked about GM generally, and then you just mentioned Rivian, but orient me. 2 times in the scene
- ▶ 19:11 Steve Letendre And so what we've seen is, uh, both the Ford system and the GM system was originally marketed and sold for V to H, and then through a software upgrade, they were able to unlock the full V to G capability.
How China is reshaping the global auto market
- ▶ 13:43 Michael Dunne Kind of, if we put it in American terms, you have Ford, GM, and Chrysler on the one hand, and you have Tesla, Rivian, Lucid on the other.
GM's big new battery tech push
- ▶ 3:14 Shayle Kann So the title of GM's blog post in May was, quote, Why LMR Batteries Will Change the Outlook for the EV Market. 2 times in the scene
- ▶ 14:50 Kurt Kelty And this is what we're, we're, we're trying to do this at, at GM right now is trying to figure out what is the optimal strategy with you got movement on tariffs, you got movement on the PTC, the incentives.
- ▶ 17:23 Shayle Kann Alright, shifting over from supply chain to battery technology itself, so you guys put out an announcement, uh, at GM, what, a month ago from this recording, maybe a little bit more, that was, uh, I would say for corporate blog posts,…
- ▶ 24:22 Kurt Kelty EV manufacturer, and now having the lab capabilities, um, that we have at GM now, is we can prove out our own technology and figure out how it's going to work in the vehicle.
- ▶ 26:52 Kurt Kelty The, uh, uh, and coming, if you look at what we've done at GM, is they recognized that early on also, that building cells was really hard, and so they partnered with LG. 2 times in the scene
- ▶ 32:35 Kurt Kelty Within GM.
- ▶ 37:06 Shayle Kann Kurt Kelty is GM's VP of Battery Propulsion and Sustainability.
More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
- ▶ 34:46 Nat Bullard But yeah, I mean, like a good example is in the GM in, uh, in China used to sell, you know, 3 times in the scene
Demystifying the Chinese EV market
- ▶ 34:16 TP Huang (TP Wang) So the one thing I would say is that there's a huge shift going on right now that's not really picked up as much in the auto market, which is just, um, how much the, uh, the legacy German and Japanese and even, you know, GM are losing in…
The Big Switch: Are Batteries the New Oil?
- ▶ 3:48 Dr. Melissa Lott Hundreds of thousands of production jobs were lost, and the government ended up stepping in to help them out, pouring nearly eighty billion dollars into GM, Chrysler, and Ford. 3 times in the scene
The world of battery recycling
- ▶ 24:37 Dan Steingart When GM and Ford and Stellantis, when it becomes more of their output, they're going to want to control this as well, and so what entitlements recyclers have to controlling that upstream feedstock is going to be a bit brutal, and at the…
What’s really happening in the U.S. EV market?
- ▶ 10:26 Corey Cantor General Motors, Ford, and Stellantis. 9 times in the scene
- ▶ 14:04 Shayle Kann Problem that is sort of idiosyncratic and specific to what's going on with Ford and GM and Stellantis at the moment. 2 times in the scene
- ▶ 19:49 Shayle Kann You can point to the production, expected production slowdowns from Ford and GM and Stellantis and look at what's happening with those individual companies.
- ▶ 30:54 Corey Cantor One GM vehicle that I'm particularly excited to see how it does, assuming everything else is kind of firing on the correct cylinders, is the Equinox EV.
Update: What the new Treasury rules mean for EV supply chains
Can the V2X dream become reality?
- ▶ 5:52 Shayle Kann Ty is the VitaX lead at General Motors.
- ▶ 6:09 Shayle Kann You actually have the, the term in your title, uh, VitaX is in your title at GM.
- ▶ 22:46 Shayle Kann To pay for whatever that compensation is going to be required to the customer, plus whatever margin, you know, the intermediary, be it GM or somebody else, is going to command in the middle.
- ▶ 34:10 Shayle Kann What is the role that, like, OEMs like GM should play?
- ▶ 37:34 Shayle Kann Ty Yeagerson is the V to X lead at General Motors.
What the new Treasury rules mean for EV supply chains
Advance market commitments to decarbonize heavy industry
- ▶ 22:21 Varun Sivaram Um, third is what you said, Shale, keep up with the Joneses, keep up with the, the Fords and GMs, right?
What the Inflation Reduction Act of 2022 would mean for climatetech
- ▶ 33:13 Jesse Jenkins Toyota and Hyundai and GM are very close to it.
Seeking the holy grail of batteries
When will batteries take over the world?
- ▶ 2:52 Lara Pierpoint They've gotten safer in many respects, but we have a way to go there, too, given that just last August, GM recalled all of the nearly 150,000 Chevy Bolts they have ever made due to 13 EV battery fires. 2 times in the scene
- ▶ 13:38 Lara Pierpoint But now let's dive for a second into safety, because this is one of those arenas that I think people think about maybe a little bit less when it comes to batteries, but this is still a huge issue, and we're seeing some mass recalls of, you…