The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 23 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 4 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Kann: V2G economics do not pencil for EV drivers with $7,000 hardware
“GM, for example, their bi-directional charging bundle runs about 7000 dollars before installation. And grid programs so far have paid drivers a lot less than that. It just doesn't pencil.”
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.”
Cantor: Big Three lack even a quarter of Tesla's EV scale competency
“None of them has really pulled into the same kind of space, or even half or a quarter of the space that Tesla occupies in terms of competency on their kind of scale up of EVs.”
Kelty: GM's next-gen prismatic packs will reduce part count by over 50%
“Just as an example, the prismatic cells on our next generation pack will reduce our piece count by over 50% compared to our current pouch cell packs.”
Kelty: GM is the largest North American OEM battery cell producer
“And we're now at a point where we are the largest OEM producer of battery cells in North America with these two factories.”
Kelty: GM does not conduct internal solid-state battery R&D
“We're not doing solid state R&D. Within GM. What we're doing is we're evaluating and leveraging all those startup players that are out there and the major manufacturers like Samsung's a big solid state developer as well.”
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…”
Kelty: GM will localize its battery supply base eightfold by 2028
“So between now and twenty-twenty-eight, we're going to localize the supply base by about eightfold between now and 28.”
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.”
Yeagerson: V2G capability is three to four times more valuable than V1G
“If you think about V one G value, it's only a negawatt capacity if the vehicle is not charged. And a lot of times what happens, people bring their vehicle someplace, they plug it in, and it's charged, and so you've got basically negawatt capacity for as long a…”
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.”
Yeagerson: In-vehicle telematics offer superior flexibility for managing EV charging
“I think our perspective is, is you get the most flexibility if you can control it on the car, because the car is going to go different places, and you could, you know, one point of connection gives you, V one G capabilities anywhere you go.”
Yeagerson: Existing utility managed charging programs will transition directly to V2G
“We don't have any programs going with utilities for V to G mode, but I think the expectation in the industry is that what happens is these existing programs with utilities just roll right into V to G programs.”
Yeagerson: Consumers will refuse to manage separate apps for home energy devices
“I don't think that every home is going to have five or six home energy management apps. You're just not going to do it. You're not going to sell, you know, availability on your refrigerator's capacity to one utility and then have, you know, your CCA take the c…”
Letendre: Ford and GM unlocked V2G via software after V2H rollout
“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.”
Kann: GM's 250,000 bidirectional EVs represent 2,500 megawatts of grid capacity
“GM says it alone has more than 250,000 bi-directional capable EVs on our roads. At about 10 kilowatts each, that's 2500 megawatts of nameplate capacity.”
Letendre: Tesla Cybertruck Uses AC V2G Architecture, While Ford and GM Use DC
“The Tesla Cybertruck V to G product is an AC architecture. So there's an onboard inverter capabilities and the Ford F- one-fifty and the GM suite of EVs that have V to H and increasingly V to G are based on that offboard V to G DC architecture.”
Bullard: GM vehicle sales in China dropped from 4M to under 1M
“GM in in China used to sell, you know, Close to four million vehicles a year. Almost all of them were made locally for the record... And that was 2017. And now it's, you know, like less than a million in 20, 24 through, you know, almost through the end of the …”
Cantor: GM issued Blazer EV stop-sale over software issues
“GM also had a bunch of software problems with their Blazers, which was their kind of hyped next big vehicle, and they put a stop sale on the Blazer at the end of twenty-twenty-three.”
Cantor: Chevy Bolt accounted for ~80% of GM's 76,000 EV sales
“GM's sales overall was about 76,000 units, so actually beating out Ford by a little bit, but around 80% of those vehicle sales were the Chevy Bolt.”
Yeagerson: GM has six utility-partnered managed charging programs currently active
“In the V-I-G category, we actually have a half dozen programs in place right now where we've partnered with utilities, and we're using these vehicles that are already in the field in customers' hands and we're helping them use the vehicles to manage the load o…”
Yeagerson: GM to bundle solar and storage with the electric Silverado
“And that is what we're going to be rolling out with the Silverado is you'll be able to pick up not just the storage, but all the additional charging infrastructure, but also solar through our SunPower partnership. And so you'll be able to get a full home ecosy…”