LG GM Ultium

2 statements across 2 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Apr 6, 2023 by Sam Jaffe · across every show →

Everything said about LG GM Ultium, oldest first

Apr 6, 2023 bullish
Prediction Didn’t hold up
US battery manufacturing will reach roughly 200 gigawatt-hours by 2025
“And at that point, we're going to have the LG GM Ultium joint venture making over a hundred gigawatt hours of batteries throughout this country. LG Stellantis will be making 35 gigawatt hours. Stellantis Samsung STI will be making another 30. And then Ford wil…”
Sam Jaffe Apr 6, 2023 ▶ 17:52 What the new Treasury rules mean for EV supply chains
Dec 7, 2023 bullish
Prediction Didn’t hold up
US domestic battery manufacturing will reach 200 GWh by 2025
“And at that point, we're going to have the LG GM Ultium joint venture making over a hundred gigawatt hours of batteries throughout this country. LG Stellantis will be making 35 gigawatt hours. Stellantis Samsung STI will be making another 30. And then Ford wil…”
Sam Jaffe Dec 7, 2023 ▶ 32:38 Update: What the new Treasury rules mean for EV supply chains
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