LMR

5 statements across 1 episodes · 4 bullish · 0 bearish · 1 people on the record · first statement Jun 26, 2025 by Kurt Kelty · across every show →

Everything said about LMR, oldest first

Jun 26, 2025 neutral
Prediction Open · timeframe Jun 2030
Kelty: Tri-chemistry EV battery market will persist over the next five years
“So we see a future over the next five years where you're going to have these three chemistries.”
Kurt Kelty Jun 26, 2025 ▶ 34:49 GM's big new battery tech push
Jun 26, 2025 bullish
Assertion Open · timeframe Jun 2028
Kurt Kelty: LMR batteries use GM's existing Ultium high-nickel manufacturing lines
“So this is one of the beauties of LMR is that it really piggybacks off all the work that we've done with high nickel. So it's the same manufacturing process. So we'll use the same Ultium factories. The it's the same electrode manufacturing process. The packagi…”
Kurt Kelty Jun 26, 2025 ▶ 29:18 GM's big new battery tech push
Jun 26, 2025 bullish
Disclosure
GM targets early 2028 to launch vehicles with LMR batteries
“So we've got a real clear target beginning of twenty-twenty-eight is when we're going to start introducing vehicles with LMR.”
Kurt Kelty Jun 26, 2025 ▶ 36:14 GM's big new battery tech push
Jun 26, 2025 positive
Opinion
Kelty: LFP beats LMR for daily-cycling stationary energy storage
“LMR is, is good for some energy storage applications that are cycling periodically, that are cycling 30 times a year, 50 times a year, something like that. LMR would be great for that, because you'd have a smaller footprint that would be required for it compar…”
Kurt Kelty Jun 26, 2025 ▶ 23:11 GM's big new battery tech push
Jun 26, 2025 bullish
Assertion Open · timeframe Jun 2028
Kelty: LMR cathode achieves intermediate range at LFP battery cost
“So that, that's the advantage, is that you get something in between there, in terms of your driving range, but you're able to do it at the cost of the LFP.”
Kurt Kelty Jun 26, 2025 ▶ 20:12 GM's big new battery tech push
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