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 13 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
Kelty: Tariffs to force domestic battery production increase EV prices and stifle demand
“Like, if you want, if you're really trying to encourage domestic production, ah, in the US, you would put in tariffs to increase the cost overseas, and you'd, you'd incentivize local production. The problem with that is that your cost would end up going up hig…”
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.”
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 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.”
Kelty convinced Elon Musk to partner with Panasonic for Gigafactory cells
“Starting back in my days at Tesla when Elon wanted to get into cell manufacturing, and I really argued that, no, we shouldn't do that argued with him the second time, we shouldn't do that, because he really wanted to get into cell manufacturing, because no one…”
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: LFP batteries have little room left for major improvements
“LFP's been around now, For 20 odd years, it's been commercialized. They've come down that cost curve over time, and so there's not a whole lot of improvements that you can make with LFP. You've got to jump to a new chemistry.”
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.”
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: Battery anode supply is currently almost 100% sourced from China
“The anode right now is almost a hundred percent from China.”
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…”