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
Jun 26, 2025 bullish
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…”
Jun 26, 2025 bullish
Jun 26, 2025 positive
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…”