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 7 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: 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.”
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…”